Senior Analyst, Institutional Client Experience

7 days ago

Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

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

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.

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.

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.

  • 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.

  • Project management and problem-solving skills - Collaborate with various stakeholders from internal and external teams to implement compliance projects.

  • Investment Management Proposals - 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 - Ensure investment strategy content is compliant across the CIBC AM internal databases.

  • Responsible for completing client deliverables - You’re responsible for the completion of client deliverables efficiently and working to ensure service standards, policies and procedures are consistently and effectively applied.

  • Continuous Improvement Spirit - Work in collaboration with the institutional team on ad-hoc continuous improvement projects.

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 are a strong communicator. You possess strong verbal and written communication skills.

  • You are a collaborator. You have a collaborative spirit and a proven ability to develop and maintain strong working relationships.

  • You are an organized multi-tasker. The role is dynamic and high-paced.

  • You have strong technical skills. You have extensive technical skills using applications including MS Excel, PowerPoint, Word, and Bloomberg.

  • You're committed to knowledge. Your enrollment in the CFA or CIM designations is preferred.

  • You have a Bachelor's degree.

  • Dedication to Excellence: You are an experienced self-motivated investment professional.

  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

  • We work to recognize you in meaningful, personalized ways including a competitive salary, benefits program, and an employee share purchase plan.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day.

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.

  • You need to be legally eligible to work at the location specified above.

  • We may ask you to complete an attribute-based assessment and other skills tests.

Job Location: Toronto-161 Bay St., 11th

Employment Type: Regular

Weekly Hours: 37.5

Skills: Business Monitoring, Conflict Resolution, Customer Queries, Ensure Compliance, Policy Procedures, Prioritization, Retail Credit, Trade Control

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