Location: Toronto, ON
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
The Mutual Fund & ETF Tax Analyst is responsible for supporting the tax operations, analysis and reporting requirements of mutual funds and exchange-traded funds (ETFs).
The role combines fund tax/product knowledge with strong technical and data-analysis capabilities. The successful candidate will work with large volumes of financial and tax data, perform reconciliations and tax calculations, identify data anomalies, and develop efficient and automated solutions to improve the accuracy, scalability and control of fund tax processes.
This position is particularly suited to an individual who is highly analytical, technically curious and interested in applying Excel, Power Query, SQL, Python, Power BI and automation tools within an investment management environment.
What you will do:
Job description provided by CI Financial.
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