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© All Rights Reserved. ApplyBlast.com
CI Financial Corp.
The Trade Support Analyst at CI Investment Services Inc supports the trade desk by handling mutual fund trading activities, including trade allocation, rejection management, and client inquiries. The role involves processing trade files, resolving transaction issues, and collaborating with internal teams to ensure smooth operations. This position requires strong analytical skills and proficiency in financial tools to maintain efficient trade desk functions.
CI Financial is a global wealth management and asset management firm that provides advisory services and investment management for individuals and institutions. Since 1965, the company has focused on anticipating and responding to the evolving needs of investors. It operates across multiple brands and platforms to deliver diversified investment solutions, portfolio management, and financial guidance. With a global reach and a client-centric approach, CI Financial aims to help investors manage and grow their assets.
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..