Senior Portfolio Analyst - CIBC Asset Management - Montreal - Bilingual

Canadian Imperial Bank of Commerce; Montreal; On-site; CAD 65,000 - 85,000; Full time

Job summary

A leading Canadian bank seeks a Senior Portfolio Analyst to join its Asset Management team in Montreal. The role involves implementing trading activities, producing compliance reports, and requires a solid background in financial services. Bilingual candidates are preferred to enhance client relations.

Benefits

Competitive compensation

Banking benefits

Wellbeing support

Employee and family assistance programs

Qualifications

• Minimum 3 years in the financial services industry, ideally in back office or middle office.
• Experience with MS-Office, SS&C, VBA, and Bloomberg.
• CFA designation or Canadian Securities Course (CSC) is an asset.

Responsibilities

• Implement equity and fixed income rebalancing programs in Bloomberg.
• Produce various reports ensuring accuracy and deadlines are met.
• Lead problem-solving efforts when issues arise in trade execution.

Skills

Analytical Thinking

Investment Services

Financial Products

Researching

Interpersonal Relationships

Comparative Analysis

Industry Trends

Work Collaboratively

Education

Degree/Diploma in Business, Finance, or Economics

Job description

Senior Portfolio Analyst - CIBC Asset Management - Montreal - Bilingual page is loaded

Senior Portfolio Analyst - CIBC Asset Management - Montreal - Bilingual

Apply locations Montréal, QC time type Full time posted on Posted 2 Days Ago time left to apply End Date: July 11, 2025 (13 days left to apply) job requisition id 2514476

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

CIBC Asset Management (CIBC AM) is one of Canada's largest asset management firms with approximately $255 billion in assets under management and possess over forty-five years of experience designing and implementing client solutions. We are leaders in providing a broad range of high-quality global investment management solutions to retail and institutional clients.

Our assets include those under institutional money management for pension funds, endowments and insurance funds, private wealth management, and those that are part of the CIBC family of mutual funds. At CIBC, our goal is to help our clients achieve what matters to them. Our philosophy is based on the CIBC values of Trust, Teamwork, and Accountability and we achieve results for our clients through an in-depth disciplined investing approach based on rigor and research

Under the direction of the Manager, Implementation team, the Senior Portfolio Analyst, Implementation joins a team that works actively with traders, portfolio managers and client servicing teams, in order to provide support in the fulfillment of the clients’ trading activities. In this role, you will contribute directly through the various processes required to implement and produce segregated equities and fixed income trading blotters, while supporting traders and portfolio managers with different information that they need. Through your efforts, the trading process is accurately executed in accordance with the clients’ ultimate needs. To deliver a great client experience, you are flexible to work on occasion on weekends (a few times a year) in order to implement large tactical shifts across client accounts.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you’ll succeed

• Trade Implementation (rebalancing) - Implement equity and fixed income rebalancing programs in Bloomberg based on internal and third party models. Make sure that accounts are pre-trade compliant, by adjusting trading programs when there is a breach. Using post-trade compliance reports, justify any remaining account breaches and discuss corrective action with the Portfolio Manager.
• Trade Implementation (Strategic) - Based on Portfolio Manager’s instructions (internal or external) execute strategic trades for all accounts holding a particular equities or fixed income model, while ensuring trades are pre-trade compliant.
• Reporting - Produce various daily, weekly, monthly or quarterly reports, and ensuring that reports are accurate and released within the established deadlines. Update and maintain the assigned PM quote sheets on a daily basis. Provide PMs with any reports they require on an ad-hoc basis. Respond to other special queries from internal clients such as the PMs or the Servicing Managers for CPIC (i.e. tax loss selling, trading simulations).
• Problem Solving – Become one of the main resource persons in the team. Take the lead when problems arise in order to find solutions to appropriately and quickly resolve the issue. If needed, follow the proper escalation process for resolving issues by reaching out to the respective internal/external teams.
• Projects - Participate in the development of new systems and processes in order to enhance the overall productivity of the department.

Who you are

• You demonstrate experience in the financial services industry (minimum of 3 years, ideally back office or middle office), MS-Office, SS&C, VBA and Bloomberg. It’s an asset if you have the CFA designation or have successfully completed the Canadian Securities Course (CSC).
• You have a degree/diploma in in business, finance or economics.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability
• You're fluent in French and English to serve our clients in the community.

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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 [e-mail]

• 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.

Expected End Date

2026-07-17

Job Location

Non-Trader-1000 Gauchetière O

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Analytical Thinking, Benchmarking, Comparative Analysis, Financial Products, Industry Trends, Interpersonal Relationships, Investment Services, Researching, Work Collaboratively

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