Client Data Analyst - Canada - Mehra Wealth Management - CIBC Private Wealth

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.

Job Description

What you'll be doing

The Client Data Management and Process Re-engineering (CDM&PR) is a new team which has the mandate to onboard direct clients, funds, shared clients and broker counterparties for the Capital Markets lines of business as well as to manage a robust and effective client lifecycle process for Capital Markets clients. The CDM&PR team is responsible for end-to-end client onboarding activities, which consists of client data and information collection through research and interaction with numerous stakeholders including Front Office, Legal Documentation, Credit, Operations and clients. Accurate client data is captured, validated, stored and maintained throughout the client's lifecycle with CIBC Capital Markets, together with supporting documentation, to meet various regulations and reporting needs.

As a student joining the team, you will execute and/or facilitate the end-to-end client onboarding activities for direct clients, new and existing funds, shared clients and brokers as well as performs regular and ad-hoc activities to ensure a consistent client lifecycle data management environment. You may be required to participate in and support Capital Markets strategic initiatives under the leadership of the Executive Director and/or Head of Client Data Management and Process Re-Engineering. You will also be responsible for executing on Capital Markets client data analysis, remediation and reporting. The objective is to ensure business partners, compliance stakeholders, and senior management have line of sight on the quality of data and performance metrics of the client onboarding process including but not limited to regulatory data. You will develop, document and facilitate the end-to-end client data remediation tactical plan, procedures and activities per trading and settlement application for the entire Capital Markets client base.

At CIBC we enable the work environment most optimal for you to thrive in your role.To successfully perform the work, you'll be on-site full-time.

Important information

• You are enrolled in a post-secondary degree in STEM, Business, Economics or related at the time of the work term, with a graduation date of August 2024 or later. You do not need to be in a registered Co-Op program to be considered for this role.
• Please include your resume (no more than 2 pages) and a cover letter (no more than 1 page) with your application. These should all be uploaded into the Resume section of your application.
• Location: Toronto.
• Duration of Work Term: 4 months (January 2024 – April 2024).
• Applications are being reviewed on rolling basis, we encourage you to apply as soon as possible.

How You'll Succeed

• Data management - Work directly with Data Management, Client Services, and other stakeholders to process and maintain high quality client and product data related to onboarding requests. Remediate data deficiencies where required or necessary to implement a full reporting solution.
• Relationship management - Work directly with stakeholders to understand their current and future reporting requirements. Effectively build and manage relationships with clients and internal stakeholders, including Senior Management in Front Office, as well as Legal, Compliance, Technology and Operations stakeholders.
• Documentation and planning - Document the process and procedures for generating metrics and reporting as needed. Support build out of client data governance program.
• Client onboarding processes - Apply understanding of the CIBC CM client onboarding process and workflow in order to support the data governance program. Ensure client data procedures are followed and reflect new regulatory requirements, policy changes, and procedural changes as they evolve and are introduced into the operations of the team. Enforce and adhere to CIBC policies and departmental procedures at all times.
• Leveraging technology - Identify opportunities for automation and enhancements to current processes and procedures that support operational efficiencies and contribute to a client centric operating model and environment. Participate in adhoc and planned project testing and implementations against CDM applications as needed during off hours.
• Teamwork - Meet established individual and team activity targets and SLA's while managing tasks in a fast and dynamic working environment. The expectation is to execute responsibilities with efficiency and high level of accuracy.
• Problem solving - Identify inconsistencies in client and product data with the objective of remediating these discrepancies or gaps within CDM applications.

Who You Are

• You can demonstrate experience in Client Onboarding, Trade Control/Trade Desk Support or Operations preferably in the Capital Markets line of business. It's an asset if you have familiarity with Institutional clients (Asset Managers, Insurance Companies, Pensions, Sovereign Wealth Funds, etc) and knowledge of Retail, Commercial and Wealth business and their clients within CIBC or other Banks. Knowledge of AML/KYC, Taxation, Operations, miscellaneous trade reporting requirements (Dodd Frank, EMIR, MiFID, CAT NMS, IIROC, etc) requirements is also considered an asset.
• You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way. You have good research, analysis and documentation skills to collect, validate and consolidate the required data/information into appropriate formats. You have the ability to think outside the box and apply innovative and creative problem solving to every situation and analyze and discuss alternatives with multiple stakeholders.
• You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results. You have a strong sense of accountability and ownership over client experience, and you can identifying opportunities for operational enhancements and process efficiencies.
• You practice effective communication. Your verbal and written communication skills are second to none which allow you to be able to explain complex concepts in a meaningful way.
• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
• 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.

• 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.
• 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.