Senior Portfolio Systems Analyst, Croesus Support
Senior Portfolio Systems Analyst, Croesus Support
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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
What Youll Be Doing
As a member of the Croesus Support team you will collaborate with team members internal partners and external vendors to support daytoday functions and activities related to the Croesus Advisor and Croesus Xpert portfolio management systems. In this role you will have the opportunity to be a Subject Matter Expert (SME) ensuring that our application contains highquality data that our advisors branch staff and head office team members may use to provide objective advice and effective reporting to our clients. You will be required to coordinate the resolution of any issues or situations requiring intervention by either the business and/or technology division requesting assistance.
How Youll Succeed
Support & Collaboration Provide genuinely caring application support to our CIBC Wood Gundy branch staff and head office team members as well as our partners in CIBC Investor Services Inc. by investigating and answering potentially complex inquiries. Collaborate with our partners in Wealth Management Technology as well as our Wealth Application Support partners such as My Client Support Brokerage Application Support and WG Salesforce Support. Work with our Operations partners to ensure that issues are tracked and managed until resolved. Collaborate with Wealth360 business consultants and support team members to help ensure as seamless an experience as possible for our advisors and their teams across the applications.
Process Improvement & Efficiency As a senior member of the team you will work to help improve the overall efficiency and effectiveness of the team and will assume leadership roles on team initiatives. This will include preparing and maintaining documentation on procedures/processes for the team reviewing and providing statistical reporting to your manager and senior manager as well as providing guidance and leadership to your team members.
Application Improvements As a member of the greater Croesus Project Delivery & Support team you will work in conjunction with business consultants and your senior manager to support the implementation of application fixes and improvements. You may also assist with pre and postimplementation testing to ensure our users satisfaction.
Be a Subject Matter Expert Be the SME for the Croesus Advisor and Croesus Xpert applications and participate as a SME during training and development sessions when required.
Who You Are
You have a bachelors degree or diploma in business and/or information technology systems (or equivalent work experience).
You are a certified professional. You have completed the Canadian Securities Course (CSC) and/or have experience in the brokerage industry.
Youre digitally savvy. You can demonstrate advanced computer skills with an excellent working knowledge of Excel.
You can demonstrate working knowledge of financial concepts and calculations such as bond amortization accrued income projected income yields performance etc. You have knowledge of financial instruments such as stocks options fixed income mutual funds closedend funds structured notes and ETFs.
Your influence makes an impact.You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
You know that details matter. Youre motivated to dig deep to identify problems extract information and perform detailed analysis.
Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.
#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* defined benefit pension plan* an employee share purchase plan 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 French proficiency 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
Toronto81 Bay 11th FloorEmployment Type
RegularWeekly Hours
37.5Skills
Business Business Support Collaborating Computer Literacy Creativity Customer Communications Customer Service Exchange Traded Funds (ETFs) Financial Instruments Fixed Income Investments Information Technology (IT) Information Technology (IT) Systems Investigating Management Reporting Mutual Funds Personal Development Personal Initiative Portfolio Management Portfolio Management Systems Stocks Structured Notes Support Services Teamwork Technological SystemsRequired Experience:
Senior IC
Employment Type
Full-Time
