Job Information
CIBC Senior Analyst, Institutional Client Experience - Bilingual in Montreal, Quebec
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 (https://www.cibc.com/en/about-cibc.html)
What you’ll be doing
CIBC Asset Management (CIBC AM) is one of Canada's largest asset management firms with approximately $220 billion in assets under management and possess over forty-five years of experience designing and implementing client solutions. We are leaders in providing a broad range of high-quality global investment management solutions to retail and institutional clients.
Our assets include those under institutional money management for pension funds, endowments and insurance funds, private wealth management, and those that are part of the CIBC family of mutual funds such as CIBC Mutual Funds and Renaissance Investments family of funds and the CIBC family of managed portfolio solutions such as Managed Portfolio Services (MPS), Personal Portfolio Services (PPS), Frontiers Pools, Axiom Portfolios.
At CIBC, our goal is to help our clients achieve what matters to them. Our philosophy is based on the CIBC values of Trust, Teamwork, and Accountability and we achieve results for our clients through an in-depth disciplined investing approach based on rigor and research.
The Institutional Asset Management team works closely with institutional investors in building investment solutions to help clients achieve their goals and objectives.
As an Analyst, Institutional Client Experience, you will serve as a member of our dynamic and high-performing team working in collaboration with the Asset Management teams in the delivery of compliance projects for institutional business. You’ll be responsible for responding to queries and implementing recommended changes stemming from, Business Controls and Compliance sustainability reviews related to client investment policies for institutional investment accounts sizing from $50M to $10B. You’ll also work with senior members in the Institutional Client Experience team to ensure our strategy profiles and business development materials are compliant with regulatory requirements. You’ll respond to client and consultant informational inquires that helps to deepen client relationships and build upon CIBC AM’s reputation as a trusted advisor. In addition, you’ll partner with external business units to develop regulatory, organizational, operational and portfolio management expertise working alongside with partners across CIBC in the delivery of our client solutions.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How you’ll succeed
Compliance project - you will work with institutional teams on the accurate and timely implementation of institutional client investment policies into internal systems. You’ll work with institutional teams on the marketing material review process by establishing proper policies, actively implement the policy with stakeholders to ensure all marketing materials are compliant, and continuously monitor and improve the policy to adapt to changes in regulatory requirements and client needs.
Asset class, institutional investment management and compliance knowledge - Work with senior portfolio managers, client relationship managers, and our institutional clients to examine, review, confirm and input these investment constraints in CIBC systems. The role is accountable for working on the tasks independently with senior member’s supervisory. The range of a single account size is $50 million – $10 billion.
Project management and problem solving skills - Collaborate with various stakeholders from internal and external teams to implement compliance projects. The role will review/input/edit investment policies to ensure compliance of client’s investment portfolios. You will interpret complex investment policies and constraints (such as investment terminologies, key risk ratio calculation methodology, monitoring frequency/threshold, trading & operation considerations, etc.) and translate them into accurate indicators (or sometimes rewrite the investment policy language to make it concise for system input).
Investment Management Proposals – Under the supervision of Senior Associate, Institutional Client Solutions, contribute to the client solutioning process in ensuring customized Request for Proposals (RFPs), Request for Information (RFIs), and Due Diligence Questionnaires (DDQs) are compliant with regulatory requirements.
Database Content Maintenance – Under the supervision of a Senior Associate, Institutional Client Solutions, ensure investment strategy content is compliant across the CIBC AM internal databases (e.g., Qvidian) and global investment management databases (e.g, eVestement).
Responsible for completing client deliverables – Under the supervision of Senior Associate, Institutional Client Relations, you’re responsible for the completion of client deliverables (with a focus on client compliance certificate) efficiently and working to ensure service standards, policies and procedures are consistently and effectively applied. These deliverables include: Client onboarding and new account opening, offboarding and account closing, client and account maintenance, monthly, quarterly and ad-hoc client reporting and presentations, submission of trade instructions for processing, compliance and due diligence questionnaires from clients, Ad-hoc client support and support in preparation of training materials.
Continuous Improvement Spirit – Work in collaboration with institutional team on ad-hoc continuous improvement projects, including operational and technological business improvement initiatives to achieve efficiencies and improve the overall client experience.
Who you are
You are client focused. You are driven by promoting the client experience in all that you do.
You can demonstrate a good knowledge of traditional and alternative investment solutions . You have at least 2-3 years of investment industry experience, with exposure to most asset classes and different types of institutional clients.
You are a strong communicator . You possess strong verbal and written communication skills and the ability to develop succinct communications to connect with a wide variety of institutional clients. In addition to having strong communication skills in English, fluency in French is an asset.
You are a collaborator. You have a collaborative spirit and a proven ability to develop and maintain strong working relationships with key client and internal stakeholders.
You are an organized multi-tasker. The role is dynamic and high-paced and requires the ability to prioritize and manage a wide range of responsibilities while, at the same time, developing an understanding of our clients and strategies.
You have strong technical skills. You have extensive technical skills using applications including MS Excel, PowerPoint, Word, and Bloomberg. Experience using the global databases (e.g., eVestment) is an asset.
You're committed to knowledge. Your enrollment in the CFA or CIM designations is preferred. You have demonstrated strong interests in markets and investment management.
You have a Bachelor's degree .
Dedication to Excellence: You are an experienced self-motivated investment professional, with a demonstrated reputation for excellence, intellectual curiosity, and a strong work ethic
Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability
You’re fluent in French and English to serve our clients in the community.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
Trader-1000 Gauchetière O
Employment Type
Regular
Weekly Hours
37.5
Skills
Business Monitoring, Conflict Resolution, Customer Queries, Ensure Compliance, Policy Procedures, Prioritization, Retail Credit, Trade Control
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.