Investment Analyst (18 month contract) en 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

What you'll be doing

This is a position under the Execution Effective and Research – Fixed Income Implementation group. As a small team that serves as a contact point across the entire organization, under the direction of the Senior Manager, you are required to work in a fast-paced environment, having to prioritize and multitask a number of different items that may arise. The main responsibilities are to manage the daily trade activity, prepare reporting, analyze and troubleshoot trade issues, analyze trade activity to ensure trades are being done in line with policies and procedures, assist with in-kind transfers, portfolio rebalances, and complete ad hoc requests as required.

You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 3 days per week on-site, while other days will be remote. This arrangement can change on business needs.

  

How you'll succeed

• Reconciliation - of previous day’s trade activity in Bloomberg against SS&C. Analyze and resolve discrepancies as required.

• Confirmations & Settlements - manage confirmation process of trades where applicable. Investigate and solve any outstanding settlement issues in liaison with the back office, brokers and PMs. Determine downstream impact of changes to trades due to settlement discrepancies.

• Reporting - produces highly sensitive regulatory, internal and client reporting accurately and efficiently.

• Managing the daily trade activity – required to work autonomously in handling daily trade activities which includes but is not limited to – ensuring trades are flowing through from front office to back office systems, troubleshoot and escalate issues as required, set up securities accurately and efficiently, ensure overdrafts are covered, monitor Foreign Exchange batches, liaise with data steward to ensure data integrity in trading system and address other ad hoc issues as it relates to trading.

• Portfolio Manager Support – assist with troubleshooting issues in Bloomberg as required, attending to ad hoc request and generate reports on request. Monitor activities, analyze daily and weekly trade activity to ensure trading is being done in line with controls and policies. Perform quarterly monitoring activities to ensure account data is up to date.

• Assist in completing in kind transfers - portfolio rebalances and complete various ad hoc requests from across the organization.

• Challenge Status Quo/Generate new Ideas – challenge legacy tasks that may no longer add value, take initiative to find new ways to improve efficiency and accuracy.

Who you are

• You have a degree in Commerce with a major in Finance.

• You’re a certified professional. You have CFA completed or actively pursuing it.

• You can demonstrate a minimum of 2 years working experience in finance.

• You have experience in handling settlement issues.

• You are proficient in MS-Office. Experience using FMC, PC Bond and Bloomberg AIM is an asset.

• You are able to work as a team. Autonomy, initiative, sense of responsibility and organizational skills are required.

• Ability to multitask while meeting tight deadlines.

• 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 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

2027-04-30

Job Location

Toronto-161 Bay St., 23rd

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

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