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Added 13 mins ago
T
Cyber & AI Security Lead (Toronto, ON)
TRAFFIX
Toronto, ON
- Full-time
TRAFFIX is building the future of logistics with cloud, data, automation and AI at the center of how we operate. As we move faster, security becomes even more critical. We’re looking for a…
Added 44 mins ago
NV
Senior Business Analyst (ID#5596)
New Value Solutions
St. John's, NL
- Contract
New Value Solutions, a national IT consulting company, is seeking a Senior Business Analyst to support the modernization of an Apprenticeship & Certification Management System within a…
Added 44 mins ago
ML
FT Payroll Analyst
Manitoba Liquor & Lotteries Corporation
Winnipeg, MB
- Full-time
Reporting to the Manager, Payroll, the Payroll Analyst is responsible for the analysis, auditing, reconciliation and continuous improvement of payroll related processes, data and outputs to…
Added 44 mins ago
MA
Supply Chain Category Management Advisor
Manpower Alberta
Calgary, AB
- $55.75 to $82.95 CAD / hour
- Contract
Reporting to the Manager/Senior Manager, SCM Operations Category Management, the Contract SCM Analyst is responsible for managing assigned category portfolios and related work throughout…
Added 44 mins ago
C
FP&A Role
Codex
Vancouver, BC
- $120,000 to $135,000 CAD / year
- Full-time
We are seeking an FP&A Analyst to support financial planning, reporting, and operational decision-making. Reporting to the Finance Manager, this role will be responsible for financial…
Added 44 mins ago
YB
Senior Financial Analyst
YWCA BC
Vancouver, BC
- Full-time
We are seeking a Senior Financial Analyst to join our Finance team. This role is an exciting opportunity for a finance professional who wants to use their expertise to support meaningful…
Added 44 mins ago
PC
Service Management Analyst
Payments Canada
ON · Ontario, Canada
- $73,500 to $122,500 CAD / year
- Full-time
Reporting to the Manager, the Service Management Analyst position will play a key role in the ITSM practices team, responsible for practicing key ITIL functions to exceed our governing…
Added 44 mins ago
AI
Product Support Analyst - Enterprise Applications
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Calgary, AB
- Full-time
We are seeking an experienced Enterprise Product Analyst to support enterprise platforms such as SAP, Salesforce CRM, Master Data Management (MDM), Microsoft Dynamics CRM, ServiceNow, and…
Added 44 mins ago
AI
Business System Analyst - Cybesecurity
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Calgary, AB
- Full-time
Business Analyst – Cybersecurity, BRD/FRD Documentation & Process Improvement
Added 59 mins ago
CG
Business Analyst, Workforce Strategy
Compass Group Canada
Mississauga, ON
- Full-time
Establish best practices for reporting, data integrity, and analytical storytelling.
Added 1 hour ago
Policy Analyst
Government of Alberta
AB
The Policy Analyst supports the branch through policy and project work associated with the review, development, implementation and evaluation of programs and services with a focus on…
Added 1 hour ago
D
Marketing Operations Analyst
D2L
Canada
- Full-time
The Marketing Operations Analyst is a business owner, administrator, and super user of the systems that power our marketing and revenue engine. The core of the role is business ownership…
Added 1 hour ago
FC
Financial Analyst Sr
Fidelity Canada
Mississauga, ON · Toronto, ON
- Full-time
As the Financial Analyst Sr within the Emerging Distribution team, you will be reporting to the VP, Finance, and be a key contributor to complete the financial business cases for new…
Added 1 hour ago
TC
Financial Analyst – Trade Spend and Post Audit Claims
The Clorox Company
Brampton, ON · The Clorox Company of Canada-Head Office
- Full-time
The Financial Analyst – Trade Spend and Post Audit Claims manages over $2 million in annual customer post-audit claims, ensuring accurate validation, reconciliation, dispute resolution, and…
Added 1 hour ago
IE
Analyst, Business
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
IMAX is seeking a Business Analyst to bridge business functions, technology teams, data teams, project management, and senior leadership in defining and delivering technology-enabled…
Added 1 hour ago
SD
Senior Analyst, Business Intelligence
Shoppers Drug Mart
Mississauga, ON
- Full-time
The Senior Analyst, Business Intelligence and Insights is an individual with strong technical skills that will leverage SHN program, patient, and system data to generate outputs and…
Added 2 hours ago
Manufacturing Analyst, Day Shift - (12-Month Contract)
CONA Services
Brampton, ON
The Manufacturing Analyst reports to the Manufacturing Systems Manager and supports the tracking and analysis of utility data, as well as project improvement development and execution at…
Added 2 hours ago
Manufacturing Analyst, Day Shift - (12-Month Contract)
CONA Services
Brampton, ON
The Manufacturing Analyst reports to the Manufacturing Systems Manager and supports the tracking and analysis of utility data, as well as project improvement development and execution at…
Added 2 hours ago
A
RAMS Analyst
AtkinsRéalis
Calgary, AB
- Full-time
Reporting to the Systems Assurance Lead, the RAMS Engineer be responsible for performing tasks related to the implementation of Safety & System Assurance program on large-scale projects in…
Added 2 hours ago
UO
Analyst, Industry Engagement and Development
University of Ottawa
Ottawa, ON · Desmarais Hall
- Full-time
…outcomes in CRM and related databases to support continuity, reporting, and strategic…
Added 2 hours ago
CF
Financial & Tax Reporting Analyst
CI Financial
Toronto, ON
- Full-time
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).
Added 2 hours ago
B
Senior Insolvency Analyst (Tax), Personal Debt Solutions
BDO
Calgary, AB · AB
- Full-time
Our offices are looking for a Senior Insolvency Analyst to support the Tax Center of Excellence. The role is responsible for coordinating, preparing and processing insolvency-related tax…
Added 2 hours ago
L
Business Analyst, Requirement Specialist - Health and Welfare Administration
LifeWorks
Toronto, ON
- Full-time
Are you someone who speaks both "business" and "technology"? We're looking for a Business Analyst - Requirement Specialist - Health and Welfare Administration to help our clients transform…
Added 3 hours ago
Senior Financial Analyst
BWXT
Toronto, ON
As our Senior Financial Analyst you will be responsible for delivering accurate, insightful financial data to support decision-making across Commercial Operations. This role will lead a…
Added 3 hours ago
Data Analyst Intern (Winter/January 2027, 12 Months)
Internship List
Burnaby, BC · Oakville, ON · Toronto, ON
We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Data Governance & Operations Data Analyst Intern to help keep the…

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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