Trade Compliance Analyst

4 weeks ago

Montréal QC, Canada Canadian Imperial Bank of Commerce Full time

Analyst, Institutional Client Experience - Bilingual page is loaded Analyst, Institutional Client Experience - Bilingual
Apply locations Montréal, QC time type Full time posted on Posted 2 Days Ago job requisition id 2405317 We’re building a relationship-oriented bank for the modern world. 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 client facing team working in collaboration with the Institutional Asset Management team in the delivery of customized client solutions. 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.
Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
Responsible for completing client deliverables – Under the supervision of Senior Associate, Institutional Client Relations, you’re responsible for the completion of client deliverables 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 and ad-hoc client support.
Investment Management Proposals – Under the supervision of Senior Associate, Institutional Client Solutions, contribute to the client solutioning process in completing customized Request for Proposals (RFPs), Request for Information (RFIs), and Due Diligence Questionnaires (DDQs).
Database Content Maintenance – Under the supervision of a Senior Associate, Institutional Client Solutions, update qualitative content, and review quantitative content in the global investment management databases (e.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.
Asset class knowledge - Work alongside Client Portfolio Managers to support the creation of asset class materials for the institutional client audience, including client presentations, pitchbooks, commentaries, and other ad-hoc projects for clients and prospective clients.
You have at least 2-3 years of investment industry experience, with exposure to most asset classes and different types of institutional clients.
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 fluent in French and English to serve our clients in the community.
We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.
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
Temporary (Fixed Term) Weekly Hours
Active Listening, Analytical Thinking, Client Relationship Management, Customer Experience (CX), Department Administration, Interpersonal Communication, Operational Efficiency, Work Collaboratively At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. 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. #

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