CI Financial Corp.
The IFM Associate role supports the fund operations team with audit, money moves, and pricing reviews while managing dealer relationships. The position involves assisting in the development of the IFM and UMA platform and acting as a liaison with third-party service providers and advisors. This full-time, in-office position requires 1-2 years of investment industry experience and proficiency in Excel.
CI Financial offers global wealth management and asset management advisory services. Since 1965, we have consistently anticipated and responded to the changing needs of investors.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CI Financial Corp..