CIBC – Senior Portfolio Analyst – Asset Management – Montreal – Bilingual in Montréal, Quebec

CIBC

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html)

What you’ll be doing

CIBC Asset Management Inc. is one of Canada’s largest asset management firms with over $120 billion in assets under management. We are leaders in providing a broad range of high-quality global investment management solutions to retail and institutional clients.

Our assets include those under institutional money management for pension funds, endowments and insurance funds, private wealth management, and those that are part of the CIBC family of mutual funds such as CIBC Mutual Funds and Renaissance Investments family of funds and the CIBC family of managed portfolio solutions such as Managed Portfolio Services (MPS), Personal Portfolio Services (PPS), Frontiers Pools, and Axiom Portfolios. CIBC Asset Management is part of the CIBC Wealth Management group.

At CIBC Asset Management, our goal is to help our clients achieve what matters to them. Our philosophy is based on the CIBC values of Trust, Teamwork, and Accountability and we achieve results for our clients through an in-depth disciplined investing approach based on rigor and research.

Under the direction of the Manager, Implementation team, the Senior Portfolio Analyst, Implementation joins a team that works actively with traders, portfolio managers and client servicing teams, in order to provide support in the fulfillment of the clients’ trading activities. In this role, you will contribute directly through the various processes required to implement and produce segregated equities and fixed income trading blotters, while supporting traders and portfolio managers with different information that they need. Through your efforts, the trading process is accurately executed in accordance with the clients’ ultimate needs. To deliver a great client experience, you are flexible to work on occasion on weekends (a few times a year) in order to implement large tactical shifts across client accounts.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you’ll succeed

  • Trade Implementation (rebalancing) – Implement equity and fixed income rebalancing programs in Bloomberg based on internal and third party models. Make sure that accounts are pre-trade compliant, by adjusting trading programs when there is a breach. Using post-trade compliance reports, justify any remaining account breaches and discuss corrective action with the Portfolio Manager.

  • Trade Implementation (Strategic) – Based on Portfolio Manager’s instructions (internal or external) execute strategic trades for all accounts holding a particular equities or fixed income model, while ensuring trades are pre-trade compliant.

  • Reporting – Produce various daily, weekly, monthly or quarterly reports, and ensuring that reports are accurate and released within the established deadlines. Update and maintain the assigned PM quote sheets on a daily basis. Provide PMs with any reports they require on an ad-hoc basis. Respond to other special queries from internal clients such as the PMs or the Servicing Managers for CPIC (i.e. tax loss selling, trading simulations).

  • Problem Solving – Become one of the main resource persons in the team. Take the lead when problems arise in order to find solutions to appropriately and quickly resolve the issue. If needed, follow the proper escalation process for resolving issues by reaching out to the respective internal/external teams.

  • Projects – Participate in the development of new systems and processes in order to enhance the overall productivity of the department.

Who you are

  • You demonstrate experience in. Experience in the financial services industry (minimum of 3 years, ideally back office or middle office), MS-Office, SS&C, VBA and Bloomberg. It’s an asset if you have the CFA designation or have successfully completed the Canadian Securities Course (CSC).

  • You have a degree/diplom a in. You have a degree or diploma in business, finance or economics.

  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability

  • You’re fluent in French and English to serve our clients in the community.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

  • We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2024-06-30

Job Location

Non-Trader-1000 Gauchetière O

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Benchmarking, Comparative Analysis, Financial Products, Industry Trends, Interpersonal Relationships, Investment Services, Researching, Work Collaboratively

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities – a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

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