As a Client Investment Analyst, you will prepare client-facing performance reports, support the investment management team, and monitor portfolios and allocations
Job Summary
As a Client Investment Analyst, you will prepare client-facing performance reports, support the investment management team, and monitor portfolios and allocations.
You will leverage internal systems, Bloomberg Terminal, and third-party sources for data gathering and analysis, and utilize Excel for generating insightful reports.
CIBC offers a competitive total rewards package including salary, incentive pay, banking benefits, a comprehensive benefits program, and opportunities for professional growth.
Matching Summary
As a Client Investment Analyst, you will prepare client-facing performance reports, support the investment management team, and monitor portfolios and allocations.
Salary
Base: $60,000.00 - $65,000.00; Bonus/Equity: Eligible for incentive compensation plan and discretionary bonus; Benefits: Medical, Dental, Vision, HSA, Life, Disability, Paid Time Off, Holidays, 401(k)
Skills & Requirements
Must-have
Client performance reporting
Portfolio monitoring and rebalancing
Bloomberg Terminal proficiency
Excel for financial analysis
Market research and analysis
On-site full-time work
Nice-to-have
Digitally savvy and innovative
Motivated by collective success
Client-centric approach
Embrace evolving technologies
Investigating complex problems
Key Requirements
Degree in accounting, finance, or economics
Experience in financial modeling and analysis tools
Legally eligible to work in the specified location