Teams at CI Financial

Lead governance, risk, vendor oversight, and operational effectiveness of Transfer Agency technology. Oversee vendor relationships, regulatory compliance, audits, data governance, conversions and integrations for acquisitions, and deliver technology strategy, controls, and executive reporting to support Transfer Agency operations.

Manage daily website operations and CMS publishing to ensure accurate, accessible content. Drive SEO, analytics, A/B testing, and performance optimization. Partner with cross-functional teams to support campaigns, personalization, and digital transformation while documenting workflows and piloting new digital experiences.

Support fundamental equity research across financial institutions by building and maintaining financial models, analyzing earnings and management commentary, producing research and investment recommendations, monitoring company developments, meeting with management, and identifying investment opportunities. Drive research efficiency by identifying process improvements and implementing data tools, automation, and AI-enabled workflows in partnership with technology and data teams.