Portfolio Analyst, Equity Implementation
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
What you’ll be doing:
As a member of the Equity Implementation team, you will be working in a fast-paced setting as an integral part of the trading process. Your primary responsibility as a Portfolio Analyst will be to implement different equity strategies for private clients (CIBC Private Investment Counsel) as well as for institutional clients (CIBC Asset Management), and preparing various reports necessary to support this function. To be successful in this role, you will need to be detail-oriented and to be able to work well in a team setting, while also being adaptable to different reporting requests and varying workloads.
At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.
How you’ll succeed:
Implementing trades - Execute equity rebalancing and strategic programs in Bloomberg based on internal and third party models. Make sure accounts are pre-trade compliant, and adjust trading programs when there is a breach. Using post-trade compliance reports, justify account breaches and discuss corrective actions with the Portfolio Manager.
Generating reports - Produce various daily, weekly, monthly or quarterly reports and ensure that reports are accurate and released within respective timelines. These reports are used by portfolio managers, traders, compliance officers, performance analysts, and other internal and external parties.
Supporting Ad-hoc trading request - Respond to special trading scenarios from internal clients such as the portfolio managers for CAM, or equivalently the servicing managers for CPIC (i.e. tax loss selling, trading simulations).
Collaborating with different teams - Work closely with the Trading Desk in relation to queries they might have for the trading programs they received. Interact with the Global Operation Teams for both CPIC and CGAM in relation to the incumbent getting information on corporate action processing and other entries posted in the client accounts. From time to time, respond to information requests from other internal teams such as compliance, audit, and performance.
Who you are:
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You have at least two years of experience in the financial services industry
You have a good knowledge of MS Office suite, especially Excel (Vlookup, formulas)
You have a Bachelor's degree in Administration with a specialization in Finance or Accounting.
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 love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity and are working towards additional accreditation in finance.
You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
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 support business operations outside of Quebec, Canada
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 health benefits program, defined benefit pension plan, an employee share purchase plan 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.
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.firstname.lastname@example.org
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.
Non-Trader-1000 Gauchetière O
Data Analysis, Deadline Management, Detail-Oriented