Client Investment Analyst

CIBC•Houston, TX

4d•$60,000 - $65,000•Onsite

About The Position

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 a Client Investment Analyst at CIBC Private Wealth Management, you will play a key role in delivering high-quality investment services to our clients. You will be responsible for preparing client-facing performance reports, supporting the investment management team, and monitoring portfolios and allocations. You will help keep the office and firm informed on assets under management, strategy performance, and account activity. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you will be on-site full-time.

Requirements

You have a degree/diploma in accounting, finance, or economics.
You give meaning to data. You enjoy investigating complex problems and making sense of information.
You communicate detailed information in a meaningful way.
You can demonstrate experience in financial modeling and analysis tools.
You're motivated by collective success. 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.
You're digitally savvy. You seek out innovative solutions and embrace evolving technologies.
You can provide quantitative reasoning and have the ability to work with and manipulate quantitative data.
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because it's the right thing to do.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

Nice To Haves

It’s an asset if you have proficiency in Excel, Bloomberg, or similar platforms.

Responsibilities

Performance Reporting – Generate, prepare, update, and maintain client performance reporting, including mutual funds, proprietary CIBC Private Wealth Management funds, alternative investments, asset allocation snapshots and transitions, and total portfolio performance.
Data Analysis – Utilize internal systems, Bloomberg Terminal, and third-party sources to gather data for comprehensive reporting and analysis.
Excel Proficiency – Leverage your expertise in Excel to generate, update, and maintain reports that provide insights into client portfolios and investment performance.
Portfolio Monitoring – Monitor client asset allocations to ensure adherence to investment policy statements and internal strategies and rebalance allocations by buying or selling securities when necessary.
Strategy Reporting – Create periodic strategy performance reports for internal and external strategies, providing senior leadership with updates on performance, assets under management, and related metrics.
Client Communication – Provide clients with regular updates on their portfolios and investment performance, ensuring they are informed and confident in their financial strategies.
Team Collaboration – Work closely with portfolio managers, senior analysts, and other team members to deliver high-quality investment services and client solutions.
Market Research – Conduct research and analysis on various asset classes, including equities, fixed income, and alternative investments, to support investment decisions.
Investment Evaluation – Evaluate investment opportunities and provide well-supported recommendations to senior analysts and portfolio managers.

Benefits

At CIBC, we offer a competitive total rewards package.
This role has an expected salary range of $60,000.00 - $65,000.00 for the market based on experience, qualifications, and location of the position.
The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component.
CIBC offers a full range of benefits and programs to meet our employee’s 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.
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, 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.
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.