Analyst, Institutional Client Experience

6 months ago

Toronto, 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

**Job Description**:
What you'll be doing

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. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote._

How you’ll succeed- Client engagement - 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, new account maintenance, new account opening, Ad-hoc client support, Offboarding and account closing, Monthly, Quarterly and ad-hoc client reporting and presentations, Submission of trade instructions for processing and Compliance and Due Diligence Questionnaires from clients- Problem Solving - 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). As a contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness.- Leveraging technology - 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)- Organizational skills - 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. All applicable CIBC and Line of Business policies, standards, guidelines and controls and communication materials that are issued must adhere to the policies that are applicable to our business unit.- Relationship Building - 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. This role will require communication with external consultants, clients and prospective clients for the purposes of responding to specific information requests. You will participate in client/consultant/prospective client meetings. On a regular and ongoing basis, this position interacts with all functional areas of the firm. It contributes to the support and deeping of institutional client relationships, and to the growth of the institutional asset management business and gives you the ability to collaborate with colleagues to meet the requirements of high quality materials and communications. High volume at certain times may require longer hours in order to meet time deadlines

Who you are- You put our clients first. You are driven by promoting the client experience in all that you do.- You can demonstrate 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.- 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 are an organized multi-tasker. The role is dynamic and high-paced and requires the ability to prioritize and manage a wide range of responsibiliti

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