Client Investment Analyst

CIBC

Houston, TX, United States
Base: $60,000.00 - $65,000.00; bonus/equity: may b...
Client performance reporting
Portfolio monitoring and rebalancing
Bloomberg terminal proficiency
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 to gather data for comprehensive reporting and analysis, and utilize Excel expertise for insights into client portfolios.
  • CIBC offers a competitive total rewards package including salary, incentive pay, banking benefits, a benefits program, vacation offering, wellbeing support, and recognition programs.

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: May be eligible for incentive compensation plan and discretionary bonus; Benefits: Medical, Dental, Vision, HSA, Life Insurance, 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
  • Investment strategy reporting
  • On-site full-time work

Nice-to-have

  • Relationship-oriented banking
  • Embracing strengths and ambitions
  • Digitally savvy and innovative
  • Motivated by collective success
  • Putting clients first

Key Requirements

  • Degree in accounting, finance, or economics
  • Experience in financial modeling and analysis tools
  • Legally eligible to work in the United States

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter