Client Investment Analyst
Client Investment Analyst
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$ 60000 - 75000
1 Vacancy
Job Description
Were building a relationshiporiented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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
What youll be doing
As a Client Investment Analyst you will support Private Wealth relationship management by assisting with investment return calculations performance measurement and trading activity across client portfolios. Youll work closely with Relationship managers and internal teams to ensure timely and accurate processing of trades analysis of investment data and clear reporting. Youll prepare performance calculations interpret complex investment data and ensure all reporting aligns with internal and regulatory standards. Your work will directly contribute to client presentations and the delivery of highquality investment services.
How youll succeed
Deliver accurate performance reporting: Generate update and maintain client performance reports including investment returns asset allocation snapshots and total portfolio performance.
Ensure high attention to detail: Accurately process trade activity support investment strategy and maintain internal systems and files.
Analyze and report on data: Interpret and communicate performance results to internal stakeholders; assist in preparing presentations and materials for client meetings.
Collaborate effectively: Work closely with Senior Analysts portfolio managers and other team members to deliver insights and ensure efficient portfolio monitoring.
Stay informed: Use internal systems Bloomberg Terminal and thirdparty sources for ongoing data gathering and analysis.
Who you are
Educational background: You have a B.A. or B.S. degreeAccounting finance or economics majors preferred.
Industry experience: You bring 2 years of experience in investment analysis financial services or a related field.
Detailoriented: Youre comfortable interpreting performance data and preparing return calculations with a high level of accuracy.
Technically skilled: Youre proficient in Excel and have familiarity with Bloomberg performance reporting tools and similar platforms.
Analytical mindset: You possess strong quantitative reasoning skills and can work with numerical and investment data effectively.
Strong communicator: You have excellent written and verbal communication skills able to clearly explain financial concepts to clients and colleagues.
Certifications: CFA or Series 7/63 are a plus.
What you need to succeed
Strong technical and analytical skills with a deep attention to detail.
Proficiency in Microsoft Excel and experience using financial data tools such as Bloomberg.
Ability to work independently while also collaborating across multiple internal teams.
Proven experience supporting trading activity and performance reporting in a fastpaced environment.
High level of comfort interpreting investment performance data and producing return calculations accurately.
Confidence in communicating results and insights to stakeholders in both written and verbal formats.
Commitment to maintaining data integrity confidentiality and compliance in all deliverables.
California residents your privacy rights regarding your actual or prospective employment
At CIBC we offer a competitive total rewards package. This role has an expected salary range of $for the Washington DC market based on experience qualifications and location of the position. The successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component.
CIBC offers a full range of benefits and programs to meet our employees needs; including Medical Dental Vision Health Savings Account Life Insurance Disability and Other Insurance Plans Paid Time Off (including Sick Leave Parental Leave and Vacation) Holidays and 401(k) in addition to other special perks reserved for our team members.
Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.
This position does not offer visa sponsorship.
#LITA
What CIBC Offers
At CIBC your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career rather than just a paycheck.
We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program* a vacation offering wellbeing support and MomentMakers our social pointsbased recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation please contact
You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit.
We may ask you to complete an attributebased assessment and other skills tests (such as simulation coding MS Office). Our goal for the application process is to get to know more about you all that you have to offer and give you the opportunity to learn more about us.
Job Location
DC1201 F St Ste 900Employment Type
RegularWeekly Hours
40Skills
Analytical Thinking Client Service Customer Experience (CX) Investment Portfolios PostSales Support Product Knowledge Standards ComplianceRequired Experience:
IC
Employment Type
Full-Time
