Trade Support Analyst

CI Investments Inc. is a company that offers global wealth management and asset management advisory services. The Trade Support Analyst is responsible for handling mutual fund trading for the trade desk, supporting daily activities, processing trades, and resolving client inquiries.ResponsibilitiesProcessing of mutual fund trades files and follow up on rejected tradesHandling of transaction corrections and preparation of LOI’s when requiredResolving trade related inquiries in a prompt, courteous and professional mannerCommunicate and collaborate with internal teams to resolve trade related issuesOther duties and ad hoc projects relevant to the position shall be assigned as requiredSkills1-2 years experience in the financial industry, preferably experience with mutual fundsProficiency with Excel and experience using Fundserv and CANNEX would be an assetProven analytical and investigative skills with attention to detailExcellent customer service skills, conflict resolution skills, written and verbal communication skillsAbility to prioritize and multi-task in a fast-paced environmentSelf motivated but with desire to work as part of a highly cohesive teamCanadian Investment Funds Operations course (CIFOC) or CSC course considered an assetBenefitsHealth insurance coverageWellness programsLife and disability insuranceRetirement savings plansPaid leave programsEducation-related programsPaid holidays and vacation timeTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid time off for VolunteeringCompany OverviewCorient offers wealth management and consulting services. It was founded in 2015, and is headquartered in Miami, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://corient.com.



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