Client Investment Analyst
CIBCHouston, Texas, United States
Posted March 18, 2026
60000 - 65000 USD
Full Time
About the Company
CIBC is a relationship-oriented bank for the modern world that enables talented, passionate professionals to make a meaningful impact and be truly valued for who they are and what they contribute.
Job Description
Client Investment Analyst role involves delivering high-quality investment services to clients, preparing client-facing performance reports, and monitoring portfolios and allocations. The role requires strong analytical skills, proficiency in Excel, and experience in financial modeling and analysis.
Requirements
- Bachelor's degree in accounting, finance, or economics
- Strong analytical skills
- Proficiency in Excel, Bloomberg, or similar platforms
- Experience in financial modeling and analysis
- Client service skills
- Strong communication and interpersonal skills
Benefits
- Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave and Vacation)
- Holidays
- 401(k)
- Wellbeing support
- MomentMakers, our social, points-based recognition program
