Analyst, Institutional Client Experience

5 months 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

  • Analyst Institutional Settlement

    6 months ago

    Montréal, Canada National Bank of Canada Full time

    A career in Financial Markets Operations at National Bank means putting your expertise to work in the evolution and execution of the Financial Markets and Wealth Management business strategy. It is a job that allows you to live your ambitions with complicity and the power to act. Thanks to your involvement in the various processes related to Institutional...

  • Director, Institutional Product

    5 months ago

    Montréal, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Client Analysis

    5 months ago

    Montréal, Canada The Maples Group (Financial Services) Full time

    **Position**:Client Analysis and Reporting Analyst **Location**:Montreal **About Us** The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations. Our side-by-side financial and legal teams consistently deliver award-winning services to a...

  • Client Analysis

    5 months ago

    Montréal, Canada The Maples Group (Financial Services) Full time

    **Position**:Client Analysis and Reporting Analyst **Location**:Montreal **About Us** The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations. Our side-by-side financial and legal teams consistently deliver award-winning services to a...

  • Functional Analyst/business Analyst

    4 weeks ago

    Montréal, QC, Canada Equisoft Full time

    **Functional Analyst/Business Analyst** **What is Equisoft? **Equisoft is a global provider of digital solutions for insurance and investment, recognized by more than 250 of the world's largest financial institutions. We offer a comprehensive ecosystem of modular solutions that help our clients tackle all the challenges brought by this era of digital...

  • Client Reporting Analyst

    5 months ago

    Montréal, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Client Analysis and Reporting Analyst

    5 months ago

    Montréal, Canada Maples Group Full time

    **Position**:Client Analysis and Reporting Analyst **Location**:Montreal **About Us** The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations. Our side-by-side financial and legal teams consistently deliver award-winning services to a...

  • Uat Testers

    2 months ago

    Montréal, QC, Canada Artius Solutions Full time

    Job Description: Business Analysts (HRIS UAT Experience) **Position**: UAT Testers / Business Analysts (HRIS Expertise) **Start Date**: October **Location**: Toronto or Montreal (hybrid) **Duration**: 3-month contract with potential for renewal or full-time offer **Rate**: *-75 CAD/hr (T4) **Overview**: We are seeking experienced UAT Testers / Business...

  • Analyst Financial Market

    6 months ago

    Montréal, Canada National Bank of Canada Full time

    A career in Financial Markets Operations at National Bank means putting your expertise to work in the evolution and execution of the Financial Markets and Wealth Management business strategy. It is a job that allows you to live your ambitions with complicity and the power to act. Thanks to your involvement in the various processes related to Institutional...

  • Analyst, Client Portfolio Management

    5 months ago

    Montréal, Canada iA Groupe financier iA Financial Group Full time

    iA Global Asset Management / Montreal, Quebec or Toronto / Permanent _ **Company Overview** A magnet for top investment talent, iA Global Asset Management (iAGAM) is one of Canada’s largest asset managers, with over $100 billion under management across institutional and retail mandates. We help investors achieve their long-term wealth creation goals...

  • Analyst, Voice of Client

    5 days ago

    Montréal, QC H3B 5E7, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Bilingual Finance Analyst Iii

    1 month ago

    Montréal, QC, Canada Robertson and Company Full time

    Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking. Introduction: Robertson is seeking a skilled Bilingual Finance Analyst to join our client. Contract...

  • Commerical Analyst, Client Contact Centre

    5 months ago

    Montréal, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Business Systems Analyst

    5 months ago

    Montréal, Canada The Maples Group (Financial Services) Full time

    **Position**:Business Systems Analyst **Location**:Montreal **About Us** The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations. Our side-by-side financial and legal teams consistently deliver award-winning services to a global client...

  • Test Analyst

    5 months ago

    Montréal, Canada FNZ Full time

    Who we are: FNZ Group is an established and rapidly growing company in the financial technology sector. We partner with the entire industry to make wealth management accessible to more people. Today, we partner with over 650 financial institutions and 8,000 wealth management firms, enabling over 20 million people across all wealth segments to invest in the...

  • Intern, Investment Analyst

    2 months ago

    Montréal, QC, Canada Connor, Clark & Lunn Financial Group Full time

    **Intern, Investment Analyst** **Global Alpha Capital Management Ltd.** **Montreal, Québec** **The Position** **Global Alpha Capital Management Ltd.** is seeking an **Intern, Investment Analyst** to join our Team for a **4-month term** (January - April, 2025). **What do we offer Interns?** A dynamic, fast-paced work environment where opportunities for...

  • Client Finance Analyst

    7 months ago

    Montréal, Canada Wavemaker Full time

    **Client Finance Analyst (Billing)** **Position Overview**: This is an exciting opportunity to join the fast-paced and dynamic Finance team, supported by the infrastructure of a successful company. You must be detail oriented and organized, able to handle multiple tasks at once, bring a positive attitude, and have excellent client service skills. Everyone...

  • Relationship Manager Financial Institutions Group

    6 months ago

    Montréal, Canada National Bank of Canada Full time

    As a Relationship Manager, Financial Institutions Group (FIG) at National Bank of Canada, you will facilitate relations with global correspondent banks to cultivate and sustain business relationships aimed at facilitating payment streams and bolstering bank revenues. This position allows you to have a positive impact on the organization through your ability...

  • Client Experience Manager

    7 months ago

    Montréal, Canada Securian Canada Full time

    **What we do every day to be our very best** - Every day at Securian Canada means a day spent helping Canadians and their families build secure tomorrows. We’re agile and innovative, and we aren't afraid to challenge and create, or bring diverse perspectives to our work. - **Who we need** The **Client Experience Manager** will be responsible for planning,...

  • Application Support Analyst

    6 months ago

    Montréal, Canada Excelgens Full time

    **JOB DESCRIPTION** Position: APS Support Analyst - IFS UK Department: IT Production - BP2S APS **MISSION AND OBJECTIVES** The APS Analyst (“Analyst”) is responsible and accountable for daily support and health of the production environment for Regulatory Controls IT. Such tasks include change, request, incident and problem management for the...