Client Investment Analyst

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

As a Client Investment Analyst, you will support Private Wealth relationship management by assisting with investment return calculations, performance measurement, and trading activity across client portfolios. You’ll work closely with Relationship managers and internal teams to ensure timely and accurate processing of trades, analysis of investment data, and clear reporting. You’ll prepare performance calculations, interpret complex investment data, and ensure all reporting aligns with internal and regulatory standards. Your work will directly contribute to client presentations and the delivery of high-quality investment services.

How you’ll succeed

• Deliver accurate performance reporting: Generate, update, and maintain client performance reports, including investment returns, asset allocation snapshots, and total portfolio performance.

• Ensure high attention to detail: Accurately process trade activity, support investment strategy execution, and maintain internal systems and files.

• Analyze and report on data: Interpret and communicate performance results to internal stakeholders; assist in preparing presentations and materials for client meetings.

• Collaborate effectively: Work closely with Senior Analysts, portfolio managers, and other team members to deliver insights and ensure efficient portfolio monitoring.

• Stay informed: Use internal systems, Bloomberg Terminal, and third-party sources for ongoing data gathering and analysis.

Who you are

• Educational background: You have a B.A. or B.S. degree—Accounting, finance, or economics majors preferred.

• Industry experience: You bring 2+ years of experience in investment analysis, financial services, or a related field.

• Detail-oriented: You’re comfortable interpreting performance data and preparing return calculations with a high level of accuracy.

• Technically skilled: You’re proficient in Excel and have familiarity with Bloomberg, performance reporting tools, and similar platforms.

• Analytical mindset: You possess strong quantitative reasoning skills and can work with numerical and investment data effectively.

• Strong communicator: You have excellent written and verbal communication skills, able to clearly explain financial concepts to clients and colleagues.

• Certifications: CFA is a plus.

What you need to succeed

• Strong technical and analytical skills with a deep attention to detail.

• Proficiency in Microsoft Excel and experience using financial data tools such as Bloomberg.

• Ability to work independently while also collaborating across mul