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Added 6 mins ago
M
Senior Quantitative Analyst
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The Quantitative Analytics team within Financial Risk provides quantitative financial modelling and analytics capability to a variety of stakeholders in Group Risk, Group Finance and…
Added 50 mins ago
QP
Analyst, Investments
QuadReal Property Group
Toronto, ON
- Full-time
The Analyst, Investments, will report to the Director, Investments and will support QuadReal’s Investments team. This important role is responsible for contributing to the preparation of…
Added 1 hour ago
LI
Sr. Business Analyst - Training and Change Management
Lotus IT Solutions
Toronto, ON
- Contract
…Service Delivery and Procurement, is seeking a Senior Business Analyst with expertise in training development and change management. This role partners with multiple ministry stakeholders,…
Added 1 hour ago
LI
Senior Business Analyst
Lotus IT Solutions
Toronto, ON
- Contract
Added 1 hour ago
LI
Senior Business Analyst
Lotus IT Solutions
Toronto, ON
- Contract
Added 1 hour ago
MD
Business Analyst Supervisor - Systems Analysis Unit Supervisor
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…seeking candidates with a strong background in Information Technology (IT) business analysis, exceptional technical abilities, and excellent interpersonal skills for our Business Analyst…
Added 1 hour ago
T
Fraud Detection Analyst, Bilingüal (French) (12 Month Contract)
Tangerine
Toronto, ON
- Contract
…bold thinking, tackling every challenge head-on with leading technology and the unstoppable power of…
Added 1 hour ago
TC
Director of Information Technology
Taproot Community Support Services
Langley (District), BC · Langley, BC
- Full-time
Help shape how technology powers a growing, employee-owned organization. As our Director of Information Technology, you’ll report to the Chief Operating Officer and work alongside senior…
Added 1 hour ago
TC
Director of Information Technology, Full-Time
Taproot Community Support Services
Langley (District), BC · Langley, BC
- Full-time
Help shape how technology powers a growing, employee-owned organization. As our Director of Information Technology, you’ll report to the Chief Operating Officer and work alongside senior…
Added 2 hours ago
PG
Cyber Security Analyst
Pacer Group
Calgary, AB
- $46 to $50 CAD / hour
- Contract
Experience in vulnerability assessments, risk analysis, remediation tracking, and security reporting.
Added 2 hours ago
S
Corporate Senior Financial AnalystBusiness Planning, Finance
Sanya’k̓ula
Burnaby, BC
- Full-time
…the business planning team, the Corporate Senior Financial Analyst (or Senior Analyst) supports the strategic decision making process of the PHSA providing analysis, advice and…
Added 2 hours ago
J
Senior Application Security Analyst
Jobgether
Canada
- $140,000 to $175,000 CAD / year
- Full-time
…endpoints, and infrastructure. As a Senior Application Security Analyst, you will help refine and deliver an application security program that protects systems, reduces vulnerabilities, and…
Added 2 hours ago
DI
Business Analyst( French)
Dawn InfoTek
Toronto, ON
- Contract
We are seeking an experienced Business Analyst( French Speaking) to support Branch Experiences & Enablement, supports the execution and delivery of technology initiatives that advance the…
Added 2 hours ago
V
Analyst II, IT
Vale
Canada
- Full-time
We are currently seeking an Analyst II, IT Business Applications, Canada and International to join our Information Technology team in Sudbury, Ontario.
Added 2 hours ago
LI
Cyber Security Analyst
LanceSoft, Inc.
Calgary, AB
- $50 to $55 CAD / hour
- Contract
Experience conducting vulnerability assessments, risk analysis, remediation tracking, and reporting.
Added 2 hours ago
TC
Technical Business Analyst
Tata Consultancy Services
Montreal, QC
- Full-time
TCS has been serving the Canadian marketplace for more than 35 years and today is the technology partner of choice for many of the country's leading organizations. As one of the largest IT…
Added 2 hours ago
RE
Bilingual Business Analyst (Eng/French)
RONELLE EXPEDITING CORP
Toronto, ON
- Contract
The Business Analyst, Branch Experiences & Enablement, supports the execution and delivery of technology initiatives that advance the Bank’s transformation. This role supports the timely…
Added 2 hours ago
Y
Business Analyst with banking experience
Yochana
Toronto, ON
- Full-time
We are looking for a seasoned Lead Business Analyst with 15+ years of banking experience and a proven track record of leading business analysis for large, multi-million-dollar…
Added 2 hours ago
SG
Trade Support Analyst
Societe Generale
Montreal, QC
- Full-time
Within Global Banking Technology and Operations (GBTO), the Trade Support Unit (TSU) department of Operations is responsible for ensuring the accurate booking, control, and support of…
Added 2 hours ago
IG
Cyber Security Analyst
IMCS Group
Calgary, AB
- Contract
We are seeking an experienced Cyber Security Analyst with expertise in cybersecurity operations, threat detection, vulnerability management, identity and access management, and risk…
Added 2 hours ago
XS
Security Analyst / Engineer / Architect
XChange Software Inc
Mississauga, ON
- Contract
· Review major technology initiatives and provide security design guidance.
Added 2 hours ago
VB
Network & Telecom Analyst II
Vale Base Metals
NL · Newfoundland and Labrador, Canada
- Full-time
We are currently seeking a Network & Telecom Analyst II to join our IT Operations & Projects team in Voisey's Bay, Newfoundland and Labrador.
Added 2 hours ago
SG
Programmer Analyst - Java and PL/SQL
Societe Generale
Montreal, QC
- Full-time
The aim of Global Banking Technology & Operations (GBTO) Canada is to deliver day-to-day services to Société Générale investment and corporate bank units and their clients to accelerate…
Added 2 hours ago
SW
Data Analyst, CWM Analytics, GWM
Scotia Wealth Management
Ottawa, ON
- Full-time
The Data Analyst plays a key role in driving data-informed decision-making across Scotiabank by transforming complex data into meaningful insights that support business strategy,…
Added 2 hours ago
TC
Director of Information Technology
Taproot Community Support Services
Langley (District), BC · Langley, BC
- Full-time
Help shape how technology powers a growing, employee-owned organization. As our Director of Information Technology, you’ll report to the Chief Operating Officer and work alongside senior…

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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