Portfolio Systems Analyst, Croesus Support

CIBC World Markets; Toronto; Remote; CAD 55,000 - 75,000; Full time

Job summary

A financial services firm in Toronto seeks a Croesus Support team member to provide application support for portfolio management systems. Candidates should have a degree in IT/business and strong Excel skills. Responsibilities include resolving client inquiries and application improvements. This full-time role offers remote working options and a supportive work environment.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Social recognition program

Qualifications

• Bachelor's degree or diploma in business and/or information technology systems or equivalent work experience.
• Completed the Canadian Securities Course (CSC) and/or experience in the brokerage industry.
• Demonstrate advanced computer skills with excellent working knowledge of Excel.
• Working knowledge of financial concepts and calculations, such as bond amortization, accrued income, etc.
• Knowledge of financial instruments like stocks, options, and ETFs.
• Effective communicator capable of interacting with a wide range of stakeholders.
• Detail-oriented and motivated to perform deep analysis.

Responsibilities

• Provide application support to CIBC Wood Gundy branch staff and head office team.
• Investigate and answer complex inquiries collaboratively.
• Support the implementation of application fixes and improvements.
• Be a Subject Matter Expert during training and sessions.

Job description

What Youll 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 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.

How Youll 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 bachelors degree or diploma in business and / or information technology systems (or equivalent work experience) . You are a certified professional and have completed the Canadian Securities Course (CSC) and / or have experience in the brokerage industry.

Youre digitally savvy. You can demonstrate advanced computer skills with an excellent working knowledge of Excel.

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 know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.

You know that details matter. Youre 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.

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

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

Toronto-81 Bay 11th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability Accountability Applications Support Business Business Support Collaborating Collaboration Computer Literacy Creativity Customer Communications Customer Service Database Queries Exchange Traded Funds (ETFs) Financial Instruments Fixed Income Investments Information Technology (IT) Information Technology (IT) Systems Investigating Management Reporting Mutual Funds Personal Development Personal Initiative Portfolio Management Portfolio Management Systems Stocks 4 more

Key Skills

Fund Management,Information Technology,Conveyancing Paralegal,Corporate Sales,Asic

Experience : years

Vacancy : 1