Sr. Data Analyst, Client Investment Risk

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

As the Sr. Data Analyst, Client Investment Risk, you will be supporting the Senior Director and Directors of Client Investment Risk.  Client Investment Risk focuses on overseeing investment risks specifically in CIBC’s Asset Management, Private Wealth Management, CIBC Trust, and Imperial Service businesses. This structure supports effective risk governance and safeguards the bank’s interests across diverse operations.

You will support the Senior Director, Client Investment Risk by consolidating information for reports and presentations required for governance committees. You will also assist the Director, Client Investment Risk in overseeing risks related to CIBC’s full-service brokerage, direct investing, and retail investment activities, as well as proactively identifying, assessing, monitoring, and mitigating investment risks across portfolios managed by CIBC Asset Management (CAM) and CIBC Trust.

Additionally, you will be responsible for developing and maintaining dashboards and databases to support risk metric reporting, and for managing team trackers, documentation, procedures, and meeting schedules to ensure effective communication and coordination.

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

How you'll succeed

• Compliance- As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls.
• Change - As a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness.
• Analysis – provide meaningful analysis of investment risk subjects by supporting the Client Investment Risk Team on investment risk subjects.
• Relationship Management - Regular interactions with Wealth Management businesses, especially CIBC Asset Management and CIBC Wood Gundy as well as, Infrastructure partners, including Legal, Compliance and Internal Audit and other Risk Management groups, such as Global Operational Risk Management.
• Governance Committee Reporting and Presentation - Assist the Senior Director,  Client Investment Risk by consolidating information for reports and presentations to support active participation in key governance committees, including the New Product Review Working Team, Risk Rating Committee, Investment Advisory Committee, Investment Controls Committee, and Valuation Committee. This role ensures timely and accurate preparation of materials for effective decision-making.
• Asset Management and Trust Investment Risk Oversight - Support the Director, Investment Risk by monitoring and evaluating the performance and risk of CIBC Asset Management and CIBC Trust portfolios, ensuring compliance with investment guidelines.  Responsibilities also include managing seed capital, extracting and analyzing data for dashboards, and supporting the onboarding and oversight of First Nations clients.
• Risk Data Integration, Management, and Reporting Automation - Develop and maintain robust dashboards and databases to support risk metric reporting for committees, projects, team initiatives, and ad-hoc needs. Key responsibilities include extracting, transforming, and loading data from multiple sources into SQL Server; building actionable and insightful dashboards using Power BI; and automating data updates and processes with Python and SQL. Additionally, ensure comprehensive documentation of all data sources, calculations, and dashboard functionalities to support transparency and maintainability of all production activities.

Who you are

• You have an Undergraduate degree in business or related discipline.  It’s an asset if you have or are progressing towards CFA, CIPM, PRM and/or FRM designations. 
• You are client-focused. 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. 
• You are detail oriented. You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• Stakeholder Management -  Comfortable operating in a highly complex, ambiguous and constantly evolving environment among a broad group of stakeholders where success will be dependent upon developing and maintaining effective partnerships
• You can demonstrate experience in SQL, VBA, Python and other programming languages, database management, advanced Microsoft Excel skills, and experience in using visualization tools to build Tableau/Power BI dashboards.
• You can demonstrate knowledge of: Wealth Management businesses, Modern Portfolio Theory, performance attribution, financial markets and instruments, and the Canadian investment industry’s regulatory environment (e.g. OSFI, OSC, CIRO)
• You have an analytical mindset with the ability to aggregate, manipulate, synthesize and summarize large amounts of data
• You have superior verbal and written communication skills sufficient to convey complex information to a variety of audiences and levels
• 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.

*Subject to plan and 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 [email protected]

• 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.

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