At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
JOB OVERVIEW
We are seeking a highly motivated Risk Analyst to join our Credit/Finance team at CIIS. In this role, you will be responsible for monitoring margin accounts, managing risk exposure, and ensuring compliance with internal policies and industry regulations. You will work closely with the trade desk, finance, and compliance teams to mitigate risk while providing excellent support to clients and internal stakeholders.
This position requires strong analytical skills, attention to detail, and the ability to thrive in a fast-paced environment. If you are passionate about risk management and looking for an opportunity to grow in the financial services industry, we encourage you to apply.
WHAT YOU WILL DO
- Monitor margin accounts on an intraday basis based on live values and instruct trade desk to liquidate positions or complete forced FX in a clients’ account if required.
- Process and Approve Client Cash Withdrawal Requests.
- Maintain up to date Reports of Bad Debt Clients and involve Compliance and Legal to follow up.
- Monitor and review of Margin accounts. Distribution of Margin Calls to Retail and Institutional Clients.
- Respond to the queries of the client by email and answer to all the tickets logged by clients on Credit related queries.
- Respond to any query related to risk by any internal department.
- Answer escalated calls of client pertaining to Credit.
- Review and Report Total Margin and Unsecured Debits to Finance on a Daily basis.
- Set up reimbursements to clients for interest and risk exposure fee as per the debt agreement and other special agreements.
- Responsible to review the trades and add margin / cash for trade desk
- Responsible for monthly review of US Optionable securities to ensure risk engine is up to date.
- Responsible for Monthly Stale Procedures
- Complete Second check of Account Opening when required.
- Responsible to manually update Mutual Fund Margin on a Daily basis as it takes an additional day to reflect on Pario.
- Responsible to ensure that data of indebt accounts are deactivated and accounts are not charged.
WHAT YOU WILL BRING
- Minimum two years of experience in Risk Management required; investment industry an asset
- Bachelor’s or equivalent degree required
- Proficient with MS Office applications, particularly with Excel and Word.
- Ability to work in a fast-paced environment to meet strict deadlines.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416-364-1145 ext. 4747.
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What We Do
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing
