Senior Client Analyst
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. As a Senior Client Analyst, you'll support the Private Wealth team by assisting with investment return calculations, performance measurement, and trading activity across client portfolios. You'll work closely with Relationship Managers and internal teams to ensure trades are processed accurately and on time, investment data is thoroughly analyzed, and reporting is clear and compliant with regulatory standards. You'll prepare and interpret complex performance calculations, helping to transform data into actionable insights for client presentations. In addition to your analytical responsibilities, you'll help provide exceptional day-to-day service to clients by responding to inquiries, supporting onboarding and account maintenance activities, and ensuring operational requests are handled promptly and accurately. Your work will directly contribute to delivering high-quality investment services, strengthening client relationships, and maintaining data integrity through ongoing portfolio monitoring.
Requirements
- A relevant educational background.
- A bachelor's degree, ideally in accounting, finance, or economics.
- At least 5 years of experience in investment analysis, financial services, or a related field.
- Proficiency in Excel and Microsoft Office applications.
- Familiarity with Bloomberg, performance reporting tools, and internal platforms.
- Strong quantitative reasoning skills and comfort working with numerical and investment data.
- Ability to clearly explain financial concepts to clients and colleagues, both in written and verbal formats.
- Ability to interact professionally across all levels of the organization.
- Must be legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.
Nice To Haves
- Experience in client service or Private Wealth account management is an asset.
- A Chartered Financial Analyst (CFA) designation is considered an asset.
Responsibilities
- Generate, update, and maintain client performance reports, including investment returns, asset allocation snapshots, and total portfolio performance.
- Prepare materials and reports to support client meetings and relationship development.
- Accurately process trade activity, wires, address changes, and other account updates.
- Support onboarding, account openings, and operational requests, ensuring compliance with regulatory and internal standards.
- Serve as a key point of contact for clients, Relationship Managers, internal partners, and service teams.
- Provide clear, responsive, and proactive communication to ensure a seamless client experience.
- Interpret and communicate performance results to internal stakeholders; assist in preparing presentations and materials for client meetings.
- Research and resolve client inquiries in a timely and professional manner, ensuring a high level of client satisfaction.
- Use internal systems, Bloomberg Terminal, and third-party sources for ongoing data gathering and analysis.
Benefits
- Medical
- Dental
- Vision
- Health Savings Account
- Life Insurance
- Disability
- Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
- Holidays
- 401(k)
- Competitive total rewards package
- Incentive compensation plan
- Discretionary bonus component
- Banking benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
