Institutional Asset Management Analyst

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 CIBC.com

What You’ll Be Doing

As an Institutional Asset Management Analyst, you will have the opportunity to work in an intellectually stimulating environment with a collaborative, driven team. You will support Client Portfolio Managers and Senior Associates with investment management proposals, database content management and projects with a focus towards continuous improvement. You will be responsible for updating financial models, creating asset class materials for the institutional client audience (i.e., client presentations, pitchbooks, commentaries). You’ll respond to client and consultant informational inquires that helps to deepen client relationships and build upon CIBC Asset Management’s reputation as a trusted advisor.

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.

Important information

Please note, we have multiple positions available under this posting and you may be considered by more than one hiring team

• We may ask you to complete an attribute-based 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.
• You must be currently enrolled in post-secondary education and returning to full-time studies to be eligible. However, you do not need to be in a registered Co-Op program to be considered for a role.
• Recruitment timeline: Applications review – September/October; Interviews – October/November; Offers – November
• Please include your resume (no more than 2 pages), a cover letter (no more than 1 page), and your most recent unofficial transcript with your application. These should all be uploaded into the Resume section of the application as one document.
• Work Location: In person position. Further clarity on the work location will be provided at the time of your interview. Please note all employees must work within their current jurisdiction and must reside within Canada.
• Duration of term: Winter 2025 term (January-April)

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.
• 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 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.

Who you are

• You put our clients first. You are driven by promoting the client experience in all that you do.
• 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 responsibilities while, at the same time, developing an understanding of our clients and strategies. You are an experienced self-motivated investment professional, with a demonstrated reputation for excellence, intellectual curiosity, and a strong work ethic.
• You have experience with technical applications. You can demonstrate experience in MS Excel, PowerPoint, Word, and Bloomberg.
• You are working towards a degree/diploma. You are working towards a Bachelor’s degree in finance through education and experience.
• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support, and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based 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.

*Subject to 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 Mailbox.careers-carrieres@cibc.com
• 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 attribute-based 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

Toronto-161 Bay St., 22nd

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Communication, Data Analysis, Microsoft Excel