Senior Portfolio Systems Analyst

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 Senior Portfolio Systems Analyst (PSA) on the W360 Project Delivery & Support team, you will collaborate with internal partners and external vendors to support the W360 portfolio management system, providing dedicated application support to CIBC Wood Gundy branch and head office staff. Your responsibilities include investigating complex inquiries, ensuring high-quality data in collaboration with Client Operations partners, coordinating issue resolution, and tracking issues to completion. In addition to supporting daily operations, you will assume leadership roles, prepare and maintain team documentation, provide statistical reporting, and guide team members. You will also work closely with business consultants and senior management to support application fixes and improvements, communicate changes to users, and serve as a subject matter expert during training and development sessions.

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.

How You’ll Succeed

• Leveraging Technology. You have advanced computer skills with an excellent working knowledge of Excel.

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

• Organized & Detail Oriented. You understand the power of using systems to stay on top of things, and are enthusiastic about exploring and making the most of CIBC's technological offerings. You notice things that others don't. Your critical thinking skills help to inform your decision making.

Who You Are

• You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.

• Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.

• You're driven by collective success. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.

• You're detail-oriented. You're motivated to dig deep to identify problems, extract information, and perform detailed analysis.

• You have a bachelor's degree/diploma in business and/or information technology systems (or equivalent work experience).

• You are a certified professional. You have completed the Canadian Securities Course (CSC) and/or have experience in the brokerage industry.

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

#LI-TA

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]

• 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.

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