Portfolio Systems Analyst, Croesus Support

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

As a member of the Croesus Support team, you will collaborate with team members, internal partners, and external vendors to support day-to-day functions and activities related to the Croesus Advisor and Croesus Xpert portfolio management systems. In this role you will have the opportunity to be a Subject Matter Expert (SME), ensuring that our application contains high-quality data that our advisors, branch staff, and head office team members may use to provide objective advice and effective reporting to our clients. You will be required to coordinate the resolution of any issues or situations requiring intervention by either the business and/or technology division requesting assistance.

At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely and will only be required to be on-site on an occasional basis.

The expected annualized base salary range for this role is $52,890 to $68,440.
The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.
In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.
We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How You’ll Succeed

• Support & Collaboration - Provide genuinely caring application support to our CIBC Wood Gundy branch staff and head office team members, as well as our partners in CIBC Investor Services Inc. by investigating and answering potentially complex inquiries. Collaborate with our partners in Wealth Management Technology as well as our Wealth Application Support partners such as My Client Support, Brokerage Application Support, and WG Salesforce Support. Work with our Operations partners to ensure that issues are tracked and managed until resolved. Collaborate with Wealth360 business consultants and support team members to help ensure as seamless an experience as possible for our advisors and their teams across the applications.

• Application Improvements - As a member of the greater Croesus Project Delivery & Support team, you will work in conjunction with business consultants and your senior manager to support the implementation of application fixes and improvements. You may also assist with pre- and post-implementation testing to ensure our users' satisfaction.

• Be a Subject Matter Expert - Be a SME for the Croesus Advisor and Croesus Xpert applications, and participate as a SME during training and development sessions when required.

Who You Are

• You have a bachelor's degree or diploma in business and/or information technology systems (or equivalent work experience). You have experience in the brokerage industry and/or have completed the Canadian Securities Course (CSC).

• You're digitally savvy. You can demonstrate advanced computer skills, with an excellent working knowledge of Excel. You have hands-on experience with Power BI, including building or editing dashboards, creating DAX measures, and managing data model relationships. You’re also proficient with Power Automate, having created or edited flows using SharePoint/OneDrive connectors, approvals, and error handling.

• You can demonstrate working knowledge of financial concepts and calculations such as bond amortization, accrued income, projected income, yields, performance, etc. You have knowledge of financial instruments such as stocks, options, fixed income, mutual funds, closed-end funds, structured notes, and ETFs.

• You are an effective communicator. You can convey complex information clearly and concisely, both in writing and verbally, and you are comfortable interacting with a wide range of stakeholders. Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.

• You know that details matter. You're motivated to dig deep to identify problems, extract information, and perform detailed analysis.

• Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

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*, defined benefit pension plan*, an employee share purchase plan, 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 [email protected]

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• 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 test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. 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

Toronto-81 Bay, 11th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Accountability, Applications Support, Business, Business Support, Collaborating, Collaboration, Communication, Computer Literacy, Creativity, Customer Communications, Customer Service, Database Queries, Detail-Oriented, Exchange Traded Funds (ETFs), Financial Instruments, Fixed Income Investments, Identifying Problems, In-Depth Analysis, Information Technology (IT), Information Technology (IT) Systems, Investigating, Management Reporting, Microsoft Excel, Microsoft Power Business Intelligence (BI) {+ 14 more}