Found Description
Elevate client engagement as a Client Experience Analyst with CIBC in Toronto. Collaborate with Institutional Asset Management to craft tailored investment solutions and ensure efficient proposal management.
This role involves managing proposals by completing customized Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs). You'll maintain databases, support client deliverables, and enhance overall client experiences through continuous improvement initiatives.
Key Responsibilities:
• Complete and manage investment management proposals for clients
• Update and maintain qualitative content in databases
• Efficiently handle client deliverables and inquiries
• Collaborate on continuous improvement projects
• Create asset-class materials and client presentations
Requirements:
• Bachelor’s degree in Commerce, Finance, or Data Science
• 2–3 years of investment ind...
This role involves managing proposals by completing customized Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs). You'll maintain databases, support client deliverables, and enhance overall client experiences through continuous improvement initiatives.
Key Responsibilities:
• Complete and manage investment management proposals for clients
• Update and maintain qualitative content in databases
• Efficiently handle client deliverables and inquiries
• Collaborate on continuous improvement projects
• Create asset-class materials and client presentations
Requirements:
• Bachelor’s degree in Commerce, Finance, or Data Science
• 2–3 years of investment ind...