Tag: presentation

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Sat, 29 Mar 2025 23:56:45 GMT

Job 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.To learn more about CIBC, please visitWhat you’ll be doingCIBC Global Asset Management (CIBC GAM) is one of Canada’s largest asset management firms with approximately $300 billion in assets under management and possess over fifty years of experience designing and implementing client solutions. We are leaders in providing a broad range of high-quality global investment management solutions to retail and institutional clients. Our assets include those under institutional money management for pension funds, endowments and insurance funds, private wealth management, and those that are part of the CIBC family of mutual funds such as CIBC Mutual Funds and Renaissance Investments family of funds and the CIBC family of managed portfolio solutions such as Managed Portfolio Services (MPS), Personal Portfolio Services (PPS), Frontiers Pools, Axiom Portfolios.At CIBC, our goal is to help our clients achieve what matters to them. Our philosophy is based on the CIBC values of Trust, Teamwork, and Accountability and we achieve results for our clients through an in-depth disciplined investing approach based on rigor and research. The Institutional Asset Management team works closely with institutional investors in building investment solutions to help clients achieve their goals and objectives. As a Presentation Specialist, Institutional Asset Management, you will serve as a member of our dynamic and high-performing team working on developing visually engaging presentations for institutional client meetings and internal strategy sessions. The ideal candidate will collaborate with investment professionals to ensure accuracy and relevance, utilizing advanced data visualization techniques to simplify complex financial information. Responsibilities include maintaining brand consistency, managing multiple projects to meet deadlines, and contributing to the preparation of customized Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) under regulatory compliance. Additionally, you will participate in continuous improvement initiatives to enhance operational efficiencies and the overall client experience.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 succeedInstitutional client presentations. Develop visually engaging presentations for client/prospect meetings, internal strategy sessions, and marketing initiatives. Collaborate with investment professionals to gather data and insights, ensuring that presentations are accurate, relevant, and aligned with the firm’s messaging. Utilize advanced data visualization techniques to present complex financial information in an easily digestible format.Brand consistency and quality assurance. Maintain brand standards and ensure all presentations reflect the firm’s identity and values. Review and edit presentations for clarity, accuracy, compliance and consistency before final delivery.Project Management: Manage multiple projects simultaneously, ensuring deadlines are met and deliverables are of the highest quality.Investment Management Proposals – Under the supervision of Senior Associate, Institutional Client Solutions, contribute to the client solutioning process in ensuring customized Request for Proposals (RFPs), Request for Information (RFIs), and Due Diligence Questionnaires (DDQs) are compliant with regulatory requirements.Continuous Improvement Spirit – Work in collaboration with institutional team on ad-hoc continuous improvement projects, including operational and technological business improvement initiatives to achieve efficiencies and improve the overall client experience.Who you areYou 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 client focused. You are driven by promoting the client experience in all that you do.You can demonstrate experience and a good knowledge of traditional and alternative investment solutions . You have at least 2-3 years of investment industry experience, with exposure to most asset classes and different types of institutional clients. You possess strong verbal and written communication skills and the ability to develop succinct communications to connect with a wide variety of institutional clients.You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way. Proficiency in Microsoft PowerPoint and other data visualization tools (e.g., Tableau, Power BI). Strong analytical skills with the ability to interpret financial data and translate it into compelling narratives. Exceptional attention to detail and a commitment to producing high-quality work.You have a bachelor’s degree in Finance, Marketing, Communications, or a related field.Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountabilityYou’re fluent in French and English to serve our clients in the community.What CIBC OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou 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.Job Location Toronto-161 Bay St., 11thEmployment Type Temporary (Fixed Term)Weekly Hours 37.5Skills Active Listening, Analytical Thinking, Client Service, Customer Experience (CX), Department Administration, Interpersonal Communication, Operational Efficiency, Work Collaboratively