Cibc - Analyst, Institutional Client Experience - Montreal - Bilingual

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

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.

Our assets include those under institutional money management for pension funds, endowments and insurance funds, private wealth management, and those that are part of the CIBC family of mutual funds such as CIBC Mutual Funds and Renaissance Investments family of funds and the CIBC family of managed portfolio solutions such as Managed Portfolio Services (MPS), Personal Portfolio Services (PPS), Frontiers Pools, Axiom Portfolios.

At CIBC, our goal is to help our clients achieve what matters to them. Our philosophy is based on the CIBC values of Trust, Teamwork, and Accountability and we achieve results for our clients through an in-depth disciplined investing approach based on rigor and research.

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 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. You’ll also work with senior members in the Institutional Client Experience team to ensure our strategy profiles and business development materials are compliant with regulatory requirements. 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 succeedCompliance project - you will work with institutional teams on the accurate and timely implementation of institutional client investment policies into internal systems. You’ll work with institutional teams on the marketing material review process by establishing proper policies, actively implement the policy with stakeholders to ensure all marketing materials are compliant, and continuously monitor and improve the policy to adapt to changes in regulatory requirements and client needs.- 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. The role is accountable for working on the tasks independently with senior member’s supervisory. The range of a single account size is $50 million - $10 billion.- Project management and problem solving skills - Collaborate with various stakeholders from internal and external teams to implement compliance projects. The role will review/input/edit investment policies to ensure compliance of client’s investment portfolios. You will interpret complex investment policies and constraints (such as investment terminologies, key risk ratio calculation methodology, monitoring frequency/threshold, trading & operation considerations, etc.) and translate them into accurate indicators (or sometimes rewrite the investment policy language to make it concise for system input).- Investment Management Proposals - Under the supervision of Senior Associate, Institutional Client Solutions, 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 - Under the supervision of a Senior Associate, Institutional Client Solutions, ensure investment strategy content is compliant acro