Portfolio Systems Analyst, Croesus Support - Toronto, Canada - CIBC

CIBC

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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

Job Description:

The Portfolio Systems Analyst (PSA) will work within a matrix to support the daytoday functions and activities of the Croesus portfolio management system. They will work with the team Supervisor to improve the overall efficiency and effectiveness of the department. The incumbent will work in conjunction with the Croesus Project team under the Senior Manager and will assist with documentation and procedures as required.

The PSA Team supports the Croesus portfolio management system that is used by Wood Gundy Investment Advisors, branch staff, and ISI.

The role is to provide assistance, guidance and knowledge to resolve difficult and complex problems

What You'll Be Doing

The Portfolio Systems Analyst (PSA) will work within a matrix to support the daytoday functions and activities of the Croesus portfolio management system. They will work with the team Supervisor to improve the overall efficiency and effectiveness of the department. The incumbent will work in conjunction with the Croesus Project team under the Senior Manager and will assist with documentation and procedures as required.
The PSA Team supports the Croesus portfolio management system that is used by Wood Gundy Investment Advisors, branch staff, and ISI.
The role is to provide assistance, guidance and knowledge to resolve difficult and complex problems.
At CIBC we enable the work environment most optimal for you to thrive in your role._
Details on your work arrangement (proportion of onsite and remote work) will be discussed at the time of your interview_

How You'll Succeed

Investigate and Resolve Client Issues
Provide guidance and assistance to the team towards the resolution of difficult and complex problems. Identify problems, extract information and perform detailed analysis. Assist with any issues or situations requiring intervention by either the business and/or technology division and ensure issues are tracked and managed until resolved.

Administration Support

Prepare and maintain documentation on procedures/processes for the PSA manual. Review and provide statistical reporting to the Supervisor. Develop and maintain communication opportunities with other Operations departments to assure data is accurate (e.g. BFS, CID, Reorganization, RRSP, Entitlements, ICS, Training and Development etc). Monitor and develop methods to improve and enhance SLA measurements. Identify, correct issues related to Broadridge data, resolve portfolio management issues and assist the Supervisor with capacity planning.

Who You Are

You have a postsecondary degree/diploma in business and/or information technology systems (or equivalent work experience).
You are a certified professional. Completion of Canadian Securities Course (CSC) or experience in the Brokerage industry.
You have knowledge of CIBC WG branch structure.
You have advanced computer skills with an excellent working knowledge of Excel.
You have knowledge of financial markets including Stock, Option, Fixed Income and Mutual Funds.
You have working knowledge of financial product concepts and calculations (bond amortization, accrued income, expected income, yields).
It's an asset if: you are bilingual in French and English.

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 health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, pointsbased 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 knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Toronto-81 Bay, 12th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills