Client Investment Analyst at CIBC US in Houston, TX

Summary: CIBC US is building a relationship-oriented bank for the modern world and is seeking a Client Investment Analyst to deliver high-quality investment services. The role involves preparing performance reports, supporting the investment management team, and monitoring client portfolios. Responsibilities: - Generate, prepare, update, and maintain client performance reporting, including mutual funds, proprietary CIBC Private Wealth Management funds, alternative investments, asset allocation snapshots and transitions, and total portfolio performance - Utilize internal systems, Bloomberg Terminal, and third-party sources to gather data for comprehensive reporting and analysis - Leverage your expertise in Excel to generate, update, and maintain reports that provide insights into client portfolios and investment performance - Monitor client asset allocations to ensure adherence to investment policy statements and internal strategies and rebalance allocations by buying or selling securities when necessary - Create periodic strategy performance reports for internal and external strategies, providing senior leadership with updates on performance, assets under management, and related metrics - Provide clients with regular updates on their portfolios and investment performance, ensuring they are informed and confident in their financial strategies - Work closely with portfolio managers, senior analysts, and other team members to deliver high-quality investment services and client solutions - Conduct research and analysis on various asset classes, including equities, fixed income, and alternative investments, to support investment decisions - Evaluate investment opportunities and provide well-supported recommendations to senior analysts and portfolio managers Required Qualifications: - You have a degree in accounting, finance, or economics - You can demonstrate experience in financial modeling and analysis tools - You can provide quantitative reasoning and have the ability to work with and manipulate quantitative data - You enjoy investigating complex problems and making sense of information - You communicate detailed information in a meaningful way - You are 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 digitally savvy - You seek out innovative solutions and embrace evolving technologies - You put our clients first - You engage with purpose to find the right solutions - You go the extra mile because it's the right thing to do - Values matter to you - You bring your real self to work and you live our values - trust, teamwork, and accountability - Excel Proficiency – Leverage your expertise in Excel to generate, update, and maintain reports that provide insights into client portfolios and investment performance - Performance Reporting – Generate, prepare, update, and maintain client performance reporting, including mutual funds, proprietary CIBC Private Wealth Management funds, alternative investments, asset allocation snapshots and transitions, and total portfolio performance - Data Analysis – Utilize internal systems, Bloomberg Terminal, and third-party sources to gather data for comprehensive reporting and analysis - Portfolio Monitoring – Monitor client asset allocations to ensure adherence to investment policy statements and internal strategies and rebalance allocations by buying or selling securities when necessary - Strategy Reporting – Create periodic strategy performance reports for internal and external strategies, providing senior leadership with updates on performance, assets under management, and related metrics - Client Communication – Provide clients with regular updates on their portfolios and investment performance, ensuring they are informed and confident in their financial strategies - Team Collaboration – Work closely with portfolio managers, senior analysts, and other team members to deliver high-quality investment services and client solutions - Market Research – Conduct research and analysis on various asset classes, including equities, fixed income, and alternative investments, to support investment decisions - Investment Evaluation – Evaluate investment opportunities and provide well-supported recommendations to senior analysts and portfolio managers Preferred Qualifications: - It's an asset if you have proficiency in Excel, Bloomberg, or similar platforms Required Skills: Data Analysis, Excel Proficiency, Investment Evaluation Important Skills: Bloomberg Terminal Nice-to-Have Skills: Analytical Thinking, Client Service, Customer Experience (CX), Portfolio Monitoring, Market Research Benefits: Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k)