at CIBC in Chicago, Illinois, United States
Job Description
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
+ Mastery of the following systems: SEI, PME , ORS system, CRD Trading, Portal Applications, Investedge
+ Client portfolio trading (mutual funds/submitting fixed income orders/equities)
+ Prepare asset allocations, performance reporting and materials for investment reviews
+ Clearing overdrafts as necessary
+ Preparing materials for client meeting books
+ Prepare custom reports when required: Asset allocation proposals, portfolio diagnostic reporting, specific research requests
+ Awareness of current capital market events
+ Custom reporting/sole focus on performance reporting
+ Occasional coordination of business development efforts/events
+ Ensure that portfolios are maintained according to specified asset allocation or client guidelines
+ Rebalance portfolios due to liquidity needs or excess cash, bond maturities, manager changes, tax loss harvesting, or investment recommendation implementation
+ Assist Senior Relationship Managers in compiling data on investment strategy, investment process, portfolio performance, investment results, and financial markets outlook for communication to clients and prospects
+ Ensure knowledge of our entire investment solution suite; staying current on investment products
+ Perform annual investment reviews
+ Ensure appropriate operational and compliance risk controls are implemented and managed in accordance with CIBC and Line of Business requirements
+ Assist capital calls for alternative investments as needed
Expectations
+ Learn and demonstrate proficiency with systems and processes
+ Professional and polished interaction and communication with colleagues and clients
+ Show initiative when learning systems and processes
+ Actively engage with training opportunities
+ Execute work flow accurately and efficiently per guidelines and training
+ Collaborate with your team members with the singular goal of providing excellent client service
+ Show commitment and dependability to get the job done with a positive attitude
+ Coordinate team performance to ensure that all regulatory, compliance and fiduciary requirements are fulfilled
To Excel
+ Proactively anticipate what is needed before asked and exhibit the capability of working without direction
+ Apply what is learned about systems and processes to new situations with proficiency
+ Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients’ expectations
+ Initiate client communication as needed
Who you are
+ Bachelor’s degree
+ Minimum of 5 years’ experience in trust and/or investments
+ Strong interest in capital markets
+ Strong client service orientation
+ Excellent organizational and analytical skills with an attention to detail
+ Flexibility with the ability to multi-task and meet deadlines
+ Strong work ethic
+ Proficient with Microsoft Word, Outlook, Excel and Power Point
+ Proactive; ability to work independently and in a team environment, with minimal direction
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
IL – 181 W Madison
Employment Type
Regular
Weekly Hours
40
Skills
Active Listening, Budget Preparation, Client Relationship Management, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations
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.