Job Information
CIBC Client Investment Analyst in Houston, Texas
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
As the Client Investment Analyst, you will primarily be responsible for client-facing performance reports. You will be responsible for providing analytical support to the investment management team, work in conjunction with a senior associate to report on client portfolios, actively monitor portfolios and allocations, and produce reports to keep the office and firm informed on assets under management, strategy performance, and account activity.
How you'll succeed
You will be Generating, preparing, updating, and maintaining client performance reporting - performance of mutual funds, proprietary CIBC Private Wealth Management funds, alternative investments; asset allocation snapshots/transitions; total portfolio performance.
Utilize internal systems, Bloomberg Terminal, and third-party sources for data gathering.
You must be proficient with utilizing Excel for report generation, updating, and maintenance.
Monitor client asset allocations for adherence to investment policy statement, internal strategy. Re-balance allocations by buying/selling securities, when necessary.
Create general strategy performance reporting – periodic reports on internal and external strategies reported to senior leadership to track performance, assets under management, etc.
Provide clients with regular updates on their portfolios and investment performance.
You will work closely with portfolio managers, Senior analysts, and other team members to ensure the delivery of high-quality investment services.
Conduct market research and analysis on various asset classes, including equities, fixed income and alternative investments.
Evaluate investment opportunities and provide recommendations to senior analysts and portfolio managers.
Who you are
You have a B.A. or B.S. degree. Accounting, finance, economics majors preferred.
2+ years of experience in Investment analysis, financial services or related area.
Strong analytical skills and attention to detail. Report are client facing.
Proficiency in financial modeling and analysis tools, such as Excel, Bloomberg, or similar platforms.
Quantitative reasoning and ability to work with and manipulate quantitative data.
Knowledge of MS Office Productivity suite – particularly Excel.
Excellent communication skills, both written and verbal, with the ability to convey complex financial concepts to clients.
Professional certifications such as CFA or Series 7/63 are a plus.
California residents — your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html)
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 aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, 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.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and 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 Mailbox.careers-carrieres@cibc.com
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, 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.
Job Location
TX-11 Greenway Plaza
Employment Type
Regular
Weekly Hours
40
Skills
Analytical Thinking, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Standards Compliance
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.