Client Investment Analyst

CIBC Capital Markets

Houston, TX, US
Base: $60,000.00 - $65,000.00; bonus/equity: poten...
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 for data gathering and analysis, and utilize Excel for report generation.
  • 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: Potential 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
  • On-site full-time work

Nice-to-have

  • Data-driven problem solving
  • Digital savviness and innovation
  • Client-centric approach
  • Teamwork and collaboration

Key Requirements

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

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter