Analyst, Institutional Client Experience

2 weeks ago

Montréal, Canada CIBC 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

What you’ll be doing

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 be responsible for the completion of regular and ad-hoc deliverables for assigned institutional clients. 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- 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.g, eVestement)- 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.- Cross-functional relationships - This role will require communication with external consultants, clients and prospective clients for the purposes of responding to specific information requests. This role will also participate client/consultant/prospective client meetings. On a regular and ongoing basis, this position interacts with all functional areas of the firm.

Who you are- You put our clients first. You are driven by promoting the client experience in all that you do..- You can demonstrate experience in 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're motivated by collective success. You have a collaborative spirit and a proven ability to develop and maintain strong working relationships with key client and internal stakeholders.- You’re goal oriented. 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’re a certified professional. Your enrollment in the CFA or CIM designations is preferred. You have demonstrated strong interests in markets and investment management.- You have a degree/diploma in business or equivalent.- You act like an owner. You are an experienced self-motivated investment professional, with a demonstrated reputation for excellence, intellectual curiosity, and a strong work ethic.- 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 strengt

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