SeniorClientAnalyst

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** As a**Senior Client Analyst** , you'll support the Private Wealth team by assisting with investment return calculations, performance measurement, and trading activity across client portfolios. You'll work closely with Relationship Managers and internal teams to ensure trades are processed accurately and on time, investment data is thoroughly analyzed, and reporting is clear and compliant with regulatory standards. You'll prepare and interpret complex performance calculations, helping to transform data into actionable insights for client presentations. In addition to your analytical responsibilities, you'll help provide exceptional day-to-day service to clients by responding to inquiries, supporting onboarding and account maintenance activities, and ensuring operational requests are handled promptly and accurately. Your work will directly contribute to delivering high-quality investment services, strengthening client relationships, and maintaining data integrity through ongoing portfolio monitoring. **How you 'll succeed** * **Deliver accurate performance and client reporting –** Generate, update, and maintain client performance reports, including investment returns, asset allocation snapshots, and total portfolio performance. Prepare materials and reports to support client meetings and relationship development. * **Ensure operational excellence –** Accurately process trade activity, wires, address changes, and other account updates. Support onboarding, account openings, and oper