Senior Client 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 

• Mastery of the following systems: SEI, PME , ORS system, CRD Trading, Portal Applications, Investedge
• Client portfolio trading (mutual funds/submitting fixed income orders/equities)
• Prepare asset allocations, performance reporting and materials for investment reviews
• Clearing overdrafts as necessary
• Preparing materials for client meeting books
• Prepare custom reports when required: Asset allocation proposals, portfolio diagnostic reporting, specific research requests
• Awareness of current capital market events
• Custom reporting/sole focus on performance reporting
• Occasional coordination of business development efforts/events
• Ensure that portfolios are maintained according to specified asset allocation or client guidelines
• Rebalance portfolios due to liquidity needs or excess cash, bond maturities, manager changes, tax loss harvesting, or investment recommendation implementation
• Assist Senior Relationship Managers in compiling data on investment strategy, investment process, portfolio performance, investment results, and financial markets outlook for communication to clients and prospects
• Ensure knowledge of our entire investment solution suite; staying current on investment products
• Perform annual investment reviews
• Ensure appropriate operational and compliance risk controls are implemented and managed in accordance with CIBC and Line of Business requirements
• Assist capital calls for alternative investments as needed

Expectations

• Learn and demonstrate proficiency with systems and processes
• Professional and polished interaction and communication with colleagues and clients
• Show initiative when learning systems and processes
• Actively engage with training opportunities
• Execute work flow accurately and efficiently per guidelines and training
• Collaborate with your team members with the singular goal of providing excellent client service
• Show commitment and dependability to get the job done with a positive attitude
• Coordinate team performance to ensure that all regulatory, compliance and fiduciary requirements are fulfilled

To Excel

• Proactively anticipate what is needed before asked and exhibit the capability of working without direction
• Apply what is learned about systems and processes to new situations with proficiency
• Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients’ expectations
• Initiate client communication as needed

Who you are

• Bachelor’s degree
• Minimum of 5 years’ experience in trust and/or investments
• Strong interest in capital markets