The Institutional Asset Management team works closely with institutional investors in building investment solutions to help clients achieve their goals and objectives. As an Analyst/Associate, Institutional Client Experience, you will serve as a member of our dynamic and high-performing client facing team working in collaboration with the Institutional Asset Management team in the delivery of customized client solutions. You’ll be responsible for the management and completion of proposals.

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.

The expected annualized base salary range for this $75,870 to $104,320.

The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs.

Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversation about compensation throughout the recruitment process.

How you’ll succeed

• Investment Management Proposals – Under the supervision of Director, Institutional Client Experience, contribute to the client solutioning process in completing customized Request for Proposals (RFPs), Request for Information (RFIs), and Due Diligence Questionnaires (DDQs). The expectations are characterized as followed: Determine requirements for successful proposal submission. Coordinate proposal huddles to determine deliverables and deadlines as required and keep all stakeholders accountable with their assigned deliverables. Populate, write, proofread, edit and format proposal content; this may include adapting existing content, boilerplates (in consultation with leadership) to ensure a cohesive proposal. Ensure each proposal submission is submitted within the established deadline. Plan follow ups, review sessions, and work with assigned leader to successfully complete proposals. Collaborate with Institutional Asset Management team on complex proposals to determine strategy
• Database Content Maintenance – Under the supervision of Director, Institutional Client Experience, update qualitative content, and review quantitative content in the global investment management databases (e.g, eVestment); assist in maintaining proposal resources including database of supporting material such as boilerplate content, executive summaries, and asset descriptions.
• Responsible for completing client deliverables – Under the supervision of Director, Institutional Client Experience, you’re responsible for the completion of client deliverables efficiently and working to ensure service standards, policies and procedures are consistently and effectively applied. These deliverables include: re-occurring and ad-hoc client requests,  compliance and due diligence Questionnaires from clients and ad-hoc client support.
• Continuous Improvement Spirit – Work in collaboration with institutional team on ad-hoc continuous improvement projects, including operational and technological business improvement initiatives to achieve efficiencies and improve the overall client experience.
• Asset class knowledge – Work alongside Client Portfolio Managers to support the creation of asset class materials for the institutional client audience, including client presentations, pitchbooks, commentaries, and other ad-hoc projects for clients and prospective clients.
• Cross-functional relationships – This role will require communication with external consultants, clients and prospective clients for the purposes of responding to specific information requests. This role will also participate client/consultant/prospective client meetings. On a regular and ongoing basis, this position interacts with all functional areas of the firm.

Who you are

• You are client focused. You are driven by promoting the client experience in all that you do and you have a demonstrated ability to build trust and confidence in managing relationships with clients. You demonstrate sound judgement and problem solving abilities. You make key complex decisions independently and with clear thinking and sound logic, identifies issues and focus on appropriate solutions. You are an organized multi-tasker. The role is dynamic and high-paced and requires the ability to prioritize and manage a wide range of responsibilities while, at the same time, developing an understanding of our clients and strategies.
• You have a Bachelor's degree in Commerce, Finance and/or Data Science. Your enrollment in or achievement of the CFA or CIM designations is preferred. You have demonstrated strong interests in markets and investment management
• You can demonstrate your experience and a good knowledge of traditional and alternative investment solutions . You have at least 2-3 years of investment industry experience, with exposure to all major asset classes. You have good understanding of most asset classes and different types of institutional clients. You are bilingual. In addition to having strong communication skills in English, fluency in French is an asset (but not a requirement). Dedication to Excellence. You are an experienced self-motivated investment professional, with a demonstrated reputation for excellence, intellectual curiosity, and a strong work ethic. You have strong technical skills. You have extensive technical skills using applications including MS Excel, PowerPoint, Word, and Bloomberg. Experience using the global databases (e.g., eVestment) is an asset.
• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.You are a strong communicator. You possess strong verbal and written communication skills and the ability to develop succinct communications to connect with a wide variety of institutional clients and your influencing skills are sufficient to compel diverse groups to align to common goals with an ability to communicate up, down and across the organization.
• You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.You are a collaborator. You have a collaborative spirit and a proven ability to develop and maintain strong working relationships with key client and internal stakeholders and you are able to work closely with a wide and diverse range of groups and functional disciplines to identify and implement innovations.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

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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*, defined benefit pension plan*, an employee share purchase plan, 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

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