Financial & Tax Reporting Analyst

Financial & Tax Reporting Analyst

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. We are seeking a detail‑oriented and experienced Financial & Tax Analyst to join our team. This role is critical in ensuring accurate and compliant tax reporting and distribution for a range of investment products including mutual funds, ETFs, and closed‑end funds. What you will do

Review monthly, quarterly, and annual tax distribution and allocation cycles for mutual funds, ETFs, and closed‑end funds. Review fund tax returns to ensure accuracy and compliance. Oversee mock and final distribution calculations for year‑end processes. Validate distribution rates against transfer agency systems, inc...