Client Investment Analyst

4 days ago


Houston, Texas, United States CIBC Full time
About the Role

We are seeking a highly skilled Client Investment Analyst to join our team at CIBC. As a key member of our investment management team, you will be responsible for providing analytical support to our clients and working closely with senior analysts and portfolio managers to deliver high-quality investment services.

Key Responsibilities
  • Generate, prepare, update, and maintain client performance reporting, including performance of mutual funds, proprietary CIBC Private Wealth Management funds, alternative investments, asset allocation snapshots/transitions, and total portfolio performance.
  • Utilize internal systems, Bloomberg Terminal, and third-party sources for data gathering and analysis.
  • Monitor client asset allocations for adherence to investment policy statements and internal strategies, and re-balance allocations as necessary.
  • Create general strategy performance reporting and periodic reports on internal and external strategies to track performance, assets under management, and other key metrics.
  • Provide clients with regular updates on their portfolios and investment performance.
  • Work closely with portfolio managers, senior analysts, and other team members to ensure the delivery of high-quality investment services.
  • Conduct market research and analysis on various asset classes, including equities, fixed income, and alternative investments.
  • Evaluate investment opportunities and provide recommendations to senior analysts and portfolio managers.
Requirements
  • Bachelor's degree in Accounting, Finance, Economics, or related field.
  • 2+ years of experience in investment analysis, financial services, or related area.
  • Strong analytical skills and attention to detail.
  • Proficiency in financial modeling and analysis tools, such as Excel, Bloomberg, or similar platforms.
  • Quantitative reasoning and ability to work with and manipulate quantitative data.
  • Knowledge of MS Office Productivity suite, particularly Excel.
  • Excellent communication skills, both written and verbal, with the ability to convey complex financial concepts to clients.
  • Professional certifications such as CFA or Series 7/63 are a plus.
About CIBC

CIBC is a leading financial institution that is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact us.

We are a company that values trust, teamwork, and accountability, and we strive to create opportunities for our employees to grow and develop their careers. We offer a competitive salary, incentive pay, banking benefits, a benefits program, a vacation offering, wellbeing support, and MomentMakers, our social recognition program.



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