Job Information
CIBC Investment Performance Analyst I in Boston, Massachusetts
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 an Investment Performance Analyst I, you will be responsible for providing performance measurement reporting for high-net-worth clients. You will work on daily performance audits to ensure the accuracy of the performance data used for Client Reporting. You will also support the Performance Analyst II and Senior Performance Analyst roles on the functions.
How you'll succeed
Review and resolve issues identified in the daily & ad hoc audits performed by Performance Team
Assist Performance Analyst II & Senior Performance Analyst in Ad hoc requests
Lead resource on Portfolio Diagnostic Analytical tool used for Business Development
Update 3rd party databases on Monthly & Quarterly basis with required performance data
Research & Resolve inquiries submitted by end users of the Performance System
Who you are
You have a Bachelor’s degree with a focus on Accounting, Finance, Economics, or Business.
It’s an asset if you have experience with FactSet and performance measurement / packaged performance measurement solutions and conversion/project management (GIM2, Eagle Performance, Wealth Manager, First Rate, APX).
You are proficient in Microsoft Excel.
You have industry knowledge including knowledge of investments, security analysis and industry related expertise.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
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.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
You possess strong verbal, written and interpersonal skills.
You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.
You have demonstrated ability to effectively multi-task in a fast-paced environment.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $60,000 - $70,000 for the Boston, MA market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.
Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.
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
MA-100 Federal Street, 37th Fl
Employment Type
Regular
Weekly Hours
40
Skills
Analytical Thinking, Business Operations, Customer Service, Operations Management, Prioritization, Quality Assurance (QA), Technical Knowledge
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.