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Added 25 mins ago
TS
Maintenance Repair Analyst
The Seaboard Transport Group
Dartmouth, NS
- Full-time
Role Overview: The Maintenance Repair Analyst plays a key role in strengthening fleet reliability, safety and performance for heavy-duty trucks and trailers. By connecting field expertise…
Added 3 hours ago
R
Pricing & Performance Analyst
Redion
Toronto, ON
- Full-time
The Pricing & Performance Analyst is a hands-on, quantitative individual-contributor role for Redion Canada's travel insurance portfolio. The role builds the Excel models and proposal…
Added 3 hours ago
CC
Financial Analyst, Fixed Assets
Compass Canada
London, ON
- Full-time
…not a requirement for this role. Please note that artificial intelligence–based tools may be used at certain stages of the recruitment & applicant screening…
Added 3 hours ago
CC
Financial Analyst - Financial Planning and Analysis
Compass Canada
ON · Mississauga, ON
- Full-time
The Financial Analyst for Financial Planning and Analysis will be responsible for creating accurate business reports and providing innovative solutions. You will prepare statements and…
Added 3 hours ago
CC
HRIS Analyst
Compass Canada
ON · Mississauga, ON
- Full-time
Exposure to reporting tools or business intelligence platforms (e.g., Power BI, Cognos, or similar).
Added 3 hours ago
CC
Business Analyst, Workforce Strategy
Compass Canada
ON · MISSISSAUGA, ON
- Full-time
Now, if you were to come on board as our Business Analyst, Workforce Strategy we’d ask you to do the following for us:
Added 5 hours ago
IG
Security Risk Analyst
Insight Global
Canada
- Contract
Previous cybersecurity experience in a consulting or advisory capacity, working with Technology, Project, Risk, and Business teams
Added 9 hours ago
CR
Senior Financial Analyst
Clarity Recruitment
Toronto, ON · Etobicoke, ON
- Full-time
As the sole analyst in FP&A, you’ll have real ownership and visibility. You’ll work weekly with Sales, Operations, Studio Fitness and Business Intelligence and present to the executive team…
Added 10 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 20 hours ago
CA
Account Executive - Emerging & Commercial Acc
CloudKettle, a Bell Canada company
Toronto, ON
- Full-time
Salesforce certifications (e.g., Salesforce Certified Administrator, Sales Cloud Consultant, or Business Analyst)
Added 22 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 1 day ago
GD
HR Analytics & Compensation Analyst
General Dynamics Land Systems–Canada
London, ON
- Full-time
Minimum 3–5 years of related experience in data-driven roles (e.g., analytics, reporting, or business intelligence), preferably including HR or workforce analytics.
Added 1 day ago
IB
Research Analys
I'M BINCK - het platform van en voor de Haagse Binckhorst
Canada
- Full-time
We are seeking a highly analytical and detail-oriented Research Analyst to conduct research, analyze data, identify trends, and generate insights that support strategic business decisions.…
Added 1 day ago
HT
Master Data Mgmt Analyst
Husky Technologies
Bolton, ON
- Full-time
…people. Our success is possible because of the creativity, intelligence and passion of our people around the world and their desire to lead change. At the same time, we are not afraid to…
Added 1 day ago
ME
Research Analys
MARMAR ENTPS II LTD LBLTY CO
Canada
- Full-time
We are seeking a highly analytical and detail-oriented Research Analyst to conduct research, analyze data, identify trends, and generate insights that support strategic business decisions.…
Added 1 day ago
SI
Business Intelligence Analyst
Spait Infotech
Canada
- Full-time
Collect, analyze, and interpret business data from multiple sources.
Added 1 day ago
HT
Master Data Mgmt Analyst
Husky Technologies
Bolton, ON
- Full-time
…people. Our success is possible because of the creativity, intelligence and passion of our people around the world and their desire to lead change. At the same time, we are not afraid to…
Added 1 day ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 1 day ago
A
SOC 3 Lead Analyst
Altis
Toronto, ON
- $100,000 to $105,000 CAD / year
- Full-time
Join a leading organization in the financial technology sector as a SOC Analyst, Tier III, where you’ll play a critical role in protecting the systems and digital infrastructure that…
Added 1 day ago
Finance Analyst
Magellan
Kitchener, ON
The Finance Analyst is responsible for the timely and accurate preparation and delivery of financial information regarding company performance. The role develops forecasts and analyses for…
Added 1 day ago
UO
Data Analyst
University of Victoria
Victoria, BC
- Full-time
Proficiency in Microsoft Excel (e.g., pivot tables, formulas, data visualization) and other reporting or business intelligence tools
Added 1 day ago
G
Architecte en information commerciale / Business Information Architect
Genetec
Montreal, QC
- Full-time
Contribuer à la conception et à l'amélioration de nos outils, bases de données, tableaux de bord, systèmes ou méthodes de Business Intelligence
Added 1 day ago
HT
Master Data Mgmt Analyst
Husky Technologies
Bolton, ON
- Full-time
…people. Our success is possible because of the creativity, intelligence and passion of our people around the world and their desire to lead change. At the same time, we are not afraid to…
Added 1 day ago
Senior Systems Analyst
OCS Ontario Cannabis Store
Toronto, ON
Acting as a subject matter expert throughout the solution lifecycle, the Senior Systems Analyst provides end-to-end solution analysis, influences solution decisions, drives design quality,…
Added 1 day ago
GD
HR Analytics & Compensation Analyst
General Dynamics Land Systems–Canada
London, ON
- Full-time
Minimum 3–5 years of related experience in data-driven roles (e.g., analytics, reporting, or business intelligence), preferably including HR or workforce analytics.

CI Financial

Financial & Tax Reporting Analyst

Toronto, ON, Canada

The anticipated base salary range for this position is $70,000 to $95,000. · Full-time

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Job details

Pay: The anticipated base salary range for this position is $70,000 to $95,000.
Job type: Full-time
Posting language: English
Posted: Oct 29, 2026

Original job description

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:

Fund Tax Analysis

Support the preparation and review of tax calculations for mutual funds and ETFs.
Assist with the analysis of investment income, capital gains and losses, distributions, expenses and other tax-related fund activity.
Support year-end tax processes, including distribution planning, tax reporting and investor tax information.
Analyse tax characteristics of securities and investment transactions, including equities, fixed income, derivatives and foreign investments.
Maintain and reconcile tax data used in fund-level calculations.
Assist with analysis of book-to-tax differences and other tax adjustments.
Support tax-related analysis for new funds, fund launches, mergers, terminations and other product events.

Tax Data Quality & Controls

Reconcile tax information between fund accounting records, custodians, tax systems and other data sources.
Investigate and resolve differences in positions, transactions, income, distributions and tax attributes.
Perform reasonability checks and trend analysis across funds.
Develop exception-based reporting that allows the team to focus on higher-risk items rather than manually reviewing entire datasets.
Maintain evidence supporting tax calculations, reconciliations and reviews.
Support internal controls over tax reporting and tax-related financial information.

Fund Tax Operations

Work with Fund Accounting, Investment Operations, Finance, Product, Legal and external service providers to support fund tax requirements.
Coordinate with fund administrators, custodians and external tax advisers to investigate tax-related issues and data discrepancies.
Assist with requests from auditors and other internal or external stakeholders.
Support the implementation and testing of system changes affecting tax calculations or tax data.
Participate in projects designed to improve the fund tax operating model and increase automation.

What you will bring:

The ideal candidate will have experience with several of the following:

Core

Microsoft Excel, advanced level
Power Query
PivotTables and advanced formulas
Large dataset manipulation and reconciliation
Data validation and exception reporting

Highly desirable

SQL
Python, particularly pandas or similar data-analysis libraries
Power BI
Power Pivot / data modelling
Microsoft Power Automate

Additional assets

Experience working with fund accounting, portfolio accounting, custody or investment management systems
Experience extracting data from databases or data warehouses
Understanding of APIs or structured data formats
Experience designing automated workflows and controls
Familiarity with artificial intelligence and Copilot-enabled productivity tools

Qualifications

Bachelor's degree in accounting, finance, business, economics, computer science, data analytics or a related discipline.
Approximately 2–5 years of relevant experience in investment management, fund accounting, fund administration, taxation, finance or financial data analysis preferred.
Exposure to mutual funds or ETFs would be an asset.
Canadian investment fund tax knowledge would be an asset, but candidates with strong financial data and technical skills who demonstrate an ability to learn fund taxation should also be considered.
CPA studies, CPA designation or relevant tax education would be an asset but are not necessarily required.

Key Competencies

Strong analytical and problem-solving abilities.
Exceptional comfort working with data and technology.
Ability to understand complex calculations and translate them into structured, repeatable processes.
Strong attention to detail and ability to identify unusual results or data inconsistencies.
Ability to investigate issues independently and determine root causes.
Strong documentation and control mindset.
Ability to communicate technical or tax concepts clearly to non-tax stakeholders.
Interest in continually improving and automating processes.

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $70,000 to $95,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

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More about this job

Responsibilities

The analyst will support tax operations, analysis, and reporting for mutual funds and ETFs, including performing reconciliations and tax calculations. They will also develop automated solutions to improve the accuracy and scalability of fund tax processes.

Requirements

Candidates should have a bachelor's degree in a relevant field and approximately 2–5 years of experience in investment management or fund accounting. Strong technical skills in Excel, SQL, and Python are highly desirable, along with an analytical mindset.

Skills

Excel
Power Query
SQL
Python
Power BI
Data analysis
Fund accounting
Tax reporting
Reconciliation
Automation
Financial data analysis
Pandas
Data modeling
Power Automate
Investment management

Benefits

Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Training reimbursement
Employee savings plan
Corporate discount program
Enhanced group benefits
Parental leave top-up program
Paid time off for volunteering

Visa sponsorship

Not detected in the job text

Keywords

Mutual funds
ETFs
Tax operations
Financial reporting
Data analysis
Reconciliation
Automation
Excel
Power Query
SQL
Python
Pandas
Power BI
Power Automate
Investment management
Fund accounting
Capital gains
Tax calculations
Data validation
Internal controls
CPA
Derivatives
Fixed income
Equities
Artificial intelligence
Copilot
APIs
Data modeling
Portfolio accounting
Custody systems

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