17 Oct
CIBC Asset Management
Canada
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
The Senior Analyst, Performance Analytics, will play a critical role in delivering high-quality performance analysis and reporting for our clients.
This position is ideal for a detail-oriented and analytical professional with strong experience in performance measurement and attribution analysis within the asset management industry. The Senior Analyst will collaborate closely with portfolio managers, client services teams, and senior leadership to provide actionable insights and ensure the integrity of performance data.
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.
How you’ll succeed
- Performance Measurement: Calculate and analyze performance returns across various asset classes, including equities, fixed income, and multi-asset strategies. Ensure accurate and timely reporting.
- Attribution Analysis: Conduct detailed performance attribution analysis to identify the sources of return at the portfolio, strategy, and security levels. Communicate findings to portfolio managers and senior leadership.
- Reporting & Presentation: Prepare and present performance reports to internal and external stakeholders,
including clients, portfolio managers, and senior management. Update 3rd party databases on monthly & quarterly basis with required performance data. Understanding of GIPS compliance and composite reporting.
- Data Management: Maintain and enhance the performance database, ensuring the accuracy and completeness of data. Collaborate closely with the data management and accounting teams to address any discrepancies in transactions or valuations that could impact performance.
- Process Improvement: Identify and implement process improvements in performance measurement, reporting, and analysis. Leverage technology to streamline workflows and enhance efficiency.
- Client Interaction:
Serve as a subject matter expert on performance analytics for client meetings and presentations. Address client queries and provide custom performance analysis as needed.
Who you are
- You’re a certified professional. Bachelor’s degree in Finance, Economics, Mathematics, or a related field. Master’s degree or progress towards CFA or CIPM designation is a plus.
- You can demonstrate your experience and familiarity with performance measurement and attribution tools (Bloomberg, Eagle Performance, Robust) is a plus. 1-3 years of experience in performance analysis, preferably within asset management or a related financial services industry. Familiarity with performance measurement and attribution tools (Bloomberg, Eagle Performance, Robust) is a plus. Knowledge of performance attribution models (Brinson attribution,
factor attribution) is a plus.
- You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends. Advanced Excel skills is mandatory. Experience with programming languages such as Python, SQL, or VBA is a plus.
- You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way. Strong analytical and problem-solving skills with the ability to interpret complex data and provide actionable insights.
- 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 serve our clients in the community.
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.
Job Location
Non-Trader-1000 Gauchetière O
Employment Type
Temporary (Fixed Term)
Weekly Hours
37.5
Skills
Analytical Thinking, Client Service, Customer Experience (CX), Investment Services, Long Term Planning, Personal Initiative, Product Technical Support, Stakeholder Relationship Management, Work Collaboratively
▶️ Senior Analyst, Performance Analytics - Montreal - Bilingual
🖊️ CIBC Asset Management
📍 Canada