Investment Policy Analyst - Principal Consultant

CGI Taguig, National Capital Region, Philippines

Overview

We are currently seeking an Investment Policy Analyst to join our Back-Office Operations team. Working with CI Global Asset Management (CI GAM) as a client, the Analyst will support CI GAM’s high-net-worth product lines and will be responsible for creating analytics for advisors and their clients. Responsibilities also include processing adjustments to high-net-worth accounts resulting from internal or external errors.

Education & Certifications

• Post-secondary degree in Business, Finance, Accounting, Economics, or a related discipline (required)
• Completion of the IFIC or Canadian Securities Course (considered an asset)
• CFA designation or CFA candidate / graduate (strong asset)

Experience & Knowledge

Skills & Competencies

Personal Attributes

Required Qualifications

Together, as owners, let’s turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because… You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction. Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team—one of the largest IT and business consulting services firms in the world.

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