CIBC – Associate / Senior Analyst, Institutional Client Experience - Bilingual

CIBC•Montreal, QC

5d•Hybrid

About The Position

CIBC Global Asset Management (CIBC GAM) is one of Canada's largest asset management firms with approximately $398 billion in assets under management and 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 Associate/ Senior 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 will be part of the senior members of the CE 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.

Requirements

Demonstrate experience and a good knowledge of traditional and alternative investment solutions.
At least 2-3 years of investment industry experience, with exposure to most asset classes and different types of institutional clients.
Strong verbal and written communication skills and the ability to develop succinct communications to connect with a wide variety of institutional clients.
Fluency in French is an asset.
Collaborative spirit and a proven ability to develop and maintain strong working relationships with key client and internal stakeholders.
Organized multi-tasker, with the ability to prioritize and manage a wide range of responsibilities.
Extensive technical skills using applications including MS Excel, PowerPoint, Word, and Bloomberg.
Experience using the global databases (e.g., eVestment) is an asset.
Strong sense of curiosity.
Demonstrated strong interests in markets and investment management.
A Bachelor's degree in a related field.
Fluent in French and English to serve our clients in the community.

Nice To Haves

Enrollment in the CFA or CIM designations is preferred.

Responsibilities

Work with institutional teams on the accurate and timely implementation of institutional client investment policies into internal systems.
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.
Work with senior portfolio managers, client relationship managers, and our institutional clients to examine, review, confirm and input these investment constraints in CIBC systems.
Collaborate with various stakeholders from internal and external teams to implement compliance projects.
Review/input/edit investment policies to ensure compliance of client’s investment portfolios.
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).
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.
Ensure investment strategy content is compliant across the CIBC AM internal databases (e.g., Qvidian) and global investment management databases (e.g, eVestement).
Responsible for the completion of client deliverables (with a focus on client compliance certificate) efficiently and working to ensure service standards, policies and procedures are consistently and effectively applied.
Client onboarding and new account opening, offboarding and account closing, client and account maintenance, monthly, quarterly and ad-hoc client reporting and presentations, submission of trade instructions for processing, compliance and due diligence questionnaires from clients, Ad-hoc client support and support in preparation of training materials.
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.