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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 (https://www.cibc.com/en/about-cibc.html)

What You’ll Be Doing

Reporting to the Director, CSDM Business Transformation, you will be responsible for executing on Capital Markets client data analysis, business analysis, project support, data remediation and reporting. You will be responsible for executing business analysis activities within a organization in order to advance assigned business initiatives and ensure project success. You will be supporting the broader CSDM group and advocate for our requirements on all projects and initiatives, regulatory and discretionary. You will act as a liaison between project stakeholders by serving as point of contact with respect to subject matter expertise, requirement management process and will actively participate in all phases of a project life cycle. This role requires you to interact with Technology teams and various Front office, Legal, Regulatory Operations and other teams. The objective is to ensure that changes introduced by Regulators, CIBC Enterprise, CIBC Capital Markets businesses, CSDM, and others, are well planned to allow for smooth and successful implementation across stakeholder groups.

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

• Business Analysis - Work closely with Technology Partners and other stakeholders to guide formulation of business requirements and solution discussions to meet project needs. Work in Scrum teams to deliver products using Agile methodologies. Lead the sprint planning, refinement sessions for different work streams, as well as create and assign user stories. Assist CSDM on all assigned change initiatives that are expected to impact the team, including but not limited to project planning, impact assessment, the execution of user acceptance testing (UAT) as well as business acceptance test (BAT), tracking testing results, and communicating back to CSDM stakeholders with regular updates on a timely basis.

• Communication, and Change Management - Run walkthroughs with stakeholders (Client Services, Front Office, Legal, Regulatory Operations, Corporate Banking, etc.), collaborate with technology partners and internal operations teams. Act as a subject matter expert for client and account data, client onboarding, and AML/KYC applications and procedures. Evaluate effectiveness of training programs by collecting ongoing feedback regarding procedures, manuals, and job aids. Assist in the delivery of training and communication primarily to CSDM team members on project driven changes.

• Relationship Management - Manage relationships with internal CSDM stakeholders, peers in Technology, as well as partners amongst Front Office, Legal, Compliance, and Operations stakeholders. Provide leadership and guidance to team members to ensure their data related mandates are fulfilled. Lead change and implement the required solutions, processes and procedures to ensure effectiveness in, or improve, the client data and reporting function. Support on a regular basis the manager’s liaison with individuals in the various Lines of Business, at various levels, including senior management, to gather and validate information, document changes, and provide updates on project activities.

• Client Data Analytics - Plan and collaborate with a diverse team to create and build flexible, innovative solutions that address client data remediation and future data quality. Work closely with partners to guide formulation of requirements and solution design to meet project needs. Support end-to-end project implementation and act as a subject matter expert in client data and in-scope regulations. Drive to collaborate and support individuals and cross-functional teams to resolve organizational, operational and process problems. Act as an escalation contact for queries and issues from internal stakeholders on remediation activities by providing resolutions to their queries or concerns in a professional and timely manner.

• Project Management - Work directly with stakeholders to understand their current and future reporting requirements . Provide input on key performance indicators to assist with team performance and monitoring and build appropriate tools to deliver this information to stakeholders . Support other initiatives and projects as assigned by the Director and Executive Director . Support end-to-end project implementation and act as a subject matter expert in CSDM.

• Data and Reporting - Understand the CIBC CM client onboarding process and workflow in order to construct end to end client lifecycle reporting . Document the process and procedures for generating metrics and reporting as needed . Escalate any issues as appropriate to manager in a timely manner. Act as an escalation contact for queries, concerns, and issues from internal stakeholders on project activities by providing resolutions in a professional and timely manner. Quality and quantity of work must align with the expected performance goals and measures.

Who You Are

• You can demonstrate 5+ years of work experience ideally within Capital Markets or the financial industry, in the area(s) of Client Onboarding, Change Management and Client Data Analysis.

• You have a degree/diploma in business, finance, data analytics, math, statistics or operations research. You can demonstrate experience in Capital Markets business and product knowledge with regards to the client onboarding lifecycle. It’s an asset if you have familiarity with institutional investment clients and large corporations.

• You embrace and advocate for change. A proven track record of effective execution and achieving results. Adaptable, flexible and willing to work in a dynamic environment.

• You give meaning to data. You enjoy investigating complex problems and making sense of information. You possess excellent research, analysis and documentation skills to collect, validate and consolidate the required data/information into appropriate formats.

• You’re digitally savvy. Readily able to leverage technology to drive results and efficiencies. Must possess technical skills and comfort level working with existing and new technology and software applications - MS Excel (5yrs+), Alteryx (2yrs+), Power BI (2yrs+), SQL / Database management (2yrs+), SharePoint (2yrs+). Nice to have - Tableau (2yrs+), Power Automate (2yrs+). Strong data management experience and applicable techniques. Excellent technology application adaptation to leverage technology, wherever possible.

• You are passionate about people. Strong relationship management skills with a focus on customer service. Well defined knowledge of tools and techniques for maintaining an environment where all understand, and are committed to, providing excellent service to internal and external customers.

• You’re goal oriented. Must possess the ability to understand, monitor, update, or enhance existing business or work process. Knowledge of the practices, procedures and principles of project management. Strong sense of accountability and ownership over client data quality and end-to-end client data processes. Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals.

• You engage with your heart and mind. You care about people and respect different perspectives. You possess excellent verbal and written communication, problem solving and analytical thinking skills. Ability to communicate effectively at all levels of the organization, including clients and relationship managers to deliver high quality and timely deliverables.

• 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 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 Mailbox.careers-carrieres@cibc.com

• 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

2026-02-13

Job Location

Toronto-161 Bay St., 9th

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Analytical Thinking, Auditing, Business Effectiveness, Capital Markets, Client Onboarding, Client Service, Customer Experience (CX), Detail-Oriented, Strategic Initiative, Teamwork

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.