Portfolio Systems Analyst, Croesus Support

CIBC Capital Markets

Toronto, Canada
Base: $52,890 to $60,440; bonus/equity: pyrticipyt...
Fully remote
Croesus advisor and croesus xpert systems
Application support
Financial concepts and calculations
Collaborate with team members, internal partners, and external vendors to support day-to-day functions and activities related to the Croesus Advisor and Croesus Xpert portfolio management systems

Job Summary

  • Collaborate with team members, internal partners, and external vendors to support day-to-day functions and activities related to the Croesus Advisor and Croesus Xpert portfolio management systems.
  • Be a Subject Matter Expert (SME) for the Croesus Advisor and Croesus Xpert applications, ensuring high-quality data for advisors, branch staff, and head office team members.
  • CIBC offers a competitive salary range, participation in an annual discretionary incentive or bonus program, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.

Matching Summary

Collaborate with team members, internal partners, and external vendors to support day-to-day functions and activities related to the Croesus Advisor and Croesus Xpert portfolio management systems.

Salary

Base: $52,890 to $60,440; Bonus/Equity: participation in an annual discretionary incentive or bonus program; Benefits: banking benefits, a benefits program, defined benefit pension plan

Skills & Requirements

Must-have

  • Croesus Advisor and Croesus Xpert systems
  • application support
  • financial concepts and calculations
  • financial instruments knowledge
  • Microsoft Excel advanced skills
  • Power BI hands-on experience
  • Power Automate proficiency

Nice-to-have

  • relationship-oriented bank
  • embrace your strengths and ambitions
  • meaningful impact and valued
  • effective communicator
  • influence makes an impact
  • details matter
  • values matter to you

Key Requirements

  • Bachelor's degree or diploma in business/IT systems or equivalent experience
  • Brokerage industry experience or Canadian Securities Course (CSC)
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter