Analyst/associate, Institutional Client Experience

CIBC

Toronto, Canada
Base: $75,870 to $104,320; bonus/equity: pyrticipy...
Fully remote
Investment management proposals
Database content maintenance
Client deliverables completion
Serve as a member of a dynamic and high-performing client-facing team, collaborating to deliver customized client solutions and manage proposal completion

Job Summary

  • Serve as a member of a dynamic and high-performing client-facing team, collaborating to deliver customized client solutions and manage proposal completion.
  • Contribute to client solutioning by completing RFPs, RFIs, and DDQs, maintaining global investment management databases, and ensuring efficient completion of client deliverables.
  • CIBC offers a competitive compensation package including base salary, discretionary incentive program, and benefits, with opportunities for growth and development.

Matching Summary

Serve as a member of a dynamic and high-performing client-facing team, collaborating to deliver customized client solutions and manage proposal completion.

Salary

Base: $75,870 to $104,320; Bonus/Equity: Participation in an annual discretionary incentive or bonus program; Benefits: Banking benefit, wellbeing support, employee and family assistance programs, MomentMakers

Skills & Requirements

Must-have

  • Investment Management Proposals
  • Database Content Maintenance
  • Client Deliverables Completion
  • MS Excel, PowerPoint, Word
  • Institutional Client Experience

Nice-to-have

  • Client-focused and relationship building
  • Sound judgment and problem solving
  • Organized multi-tasker
  • Intellectual curiosity
  • Collaborative spirit

Key Requirements

  • 2-3 years investment industry experience
  • Bachelor's degree in Commerce, Finance, or Data Science
  • Experience with traditional and alternative investment solutions
  • Understanding of asset classes and institutional clients
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter