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Investment Client Analyst
2 months ago
As an Investment Client Analyst, you will play a crucial role in delivering client-focused performance analytics. Your primary responsibility will be to generate comprehensive reports that detail client portfolio performance.
Key Responsibilities
- Collaborate with senior associates to provide insights on client portfolios, ensuring active monitoring of allocations and performance metrics.
- Produce and maintain detailed performance reports for various investment vehicles, including mutual funds and proprietary assets.
- Utilize advanced internal systems, Bloomberg Terminal, and external data sources for effective data collection and analysis.
- Generate reports using Excel, ensuring accuracy and relevance for client-facing documentation.
- Monitor client asset allocations to ensure compliance with investment policies and make necessary adjustments through trading activities.
- Develop periodic strategy performance reports for senior leadership, tracking key metrics such as assets under management and investment outcomes.
- Create tailored presentations for clients, addressing specific requests related to industry outlooks and portfolio performance impacts.
Qualifications
- A Bachelor’s degree in Accounting, Finance, or Economics is preferred.
- Strong quantitative skills with the ability to analyze and manipulate data effectively.
- Proficiency in MS Office, particularly Excel, is essential.
- Exceptional attention to detail, as reports will be client-facing.
What We Offer
At Canadian Imperial Bank of Commerce, we prioritize your professional growth and aspirations. We are committed to providing a rewarding career experience that goes beyond mere compensation. Our offerings include:
- Competitive salary and incentive pay.
- Comprehensive benefits program and banking perks.
- Generous vacation policy and well-being support.
- Opportunities for personal and professional development through initiatives like Purpose Day, a dedicated day off for your growth.
Inclusivity Commitment
CIBC is dedicated to fostering an inclusive workplace where all employees and clients feel valued. We encourage applicants from diverse backgrounds and provide an accessible recruitment process. If you require accommodations, please inform us during the application process.
