Analyst/Associate, Institutional Client Experience

CIBC•Toronto, ON

6d•CA$75,870 - CA$104,320•Hybrid

About The Position

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/Associate, 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 management and completion of proposals. 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.

Requirements

You are client focused. You are driven by promoting the client experience in all that you do and you have a demonstrated ability to build trust and confidence in managing relationships with clients.
You demonstrate sound judgement and problem solving abilities. You make key complex decisions independently and with clear thinking and sound logic, identifies issues and focus on appropriate solutions.
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 have a Bachelor's degree in Commerce, Finance and/or Data Science.
You have demonstrated strong interests in markets and investment management.
You can demonstrate your experience and a good knowledge of traditional and alternative investment solutions.
You have at least 2-3 years of investment industry experience, with exposure to all major asset classes.
You have good understanding of most asset classes and different types of institutional clients.
You are bilingual. In addition to having strong communication skills in English, fluency in French is an asset (but not a requirement).
You are an experienced self-motivated investment professional, with a demonstrated reputation for excellence, intellectual curiosity, and a strong work ethic.
You have extensive technical skills using applications including MS Excel, PowerPoint, Word, and Bloomberg.
You possess strong verbal and written communication skills and the ability to develop succinct communications to connect with a wide variety of institutional clients and your influencing skills are sufficient to compel diverse groups to align to common goals with an ability to communicate up, down and across the organization.
You have a collaborative spirit and a proven ability to develop and maintain strong working relationships with key client and internal stakeholders and you are able to work closely with a wide and diverse range of groups and functional disciplines to identify and implement innovations.
You bring your real self to work and you live our values - trust, teamwork, and accountability.

Nice To Haves

Your enrollment in or achievement of the CFA or CIM designations is preferred.
Experience using the global databases (e.g, eVestment) is an asset.
You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.

Responsibilities

Determine requirements for successful proposal submission.
Coordinate proposal huddles to determine deliverables and deadlines as required and keep all stakeholders accountable with their assigned deliverables.
Populate, write, proofread, edit and format proposal content; this may include adapting existing content, boilerplates (in consultation with leadership) to ensure a cohesive proposal.
Ensure each proposal submission is submitted within the established deadline.
Plan follow ups, review sessions, and work with assigned leader to successfully complete proposals.
Collaborate with Institutional Asset Management team on complex proposals to determine strategy.
Update qualitative content, and review quantitative content in the global investment management databases (e.g, eVestment); assist in maintaining proposal resources including database of supporting material such as boilerplate content, executive summaries, and asset descriptions.
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: re-occurring and ad-hoc client requests, compliance and due diligence Questionnaires from clients and ad-hoc client support.
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.
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.
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.

Benefits

competitive salary
incentive pay
banking benefits
a benefits program
defined benefit pension plan
an employee share purchase plan
a vacation offering
wellbeing support
MomentMakers, our social, points-based recognition program.
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.