Associate Portfolio Manager CIBC Wood Gundy

CIBC • Toronto, ON

11d • Onsite

About The Position

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 As a member of CIBC Wood Gundy, you will build and grow client portfolios by providing trusted investment advice, proactive client service, and dedicated relationship management. In addition to core Associate responsibilities, you will support advanced investment research, portfolio monitoring, and business development activities. You will deploy assets into suitable financial products aligned with clients’ risk profiles, engage in marketing initiatives to attract new clients, and address investment-related inquiries to help clients achieve their goals. At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview.

Requirements

• Undergraduate degree in Finance, Economics, Mathematics, or a related discipline.
• CFA Charter designation.
• Minimum 10 years of progressive investment experience in institutional portfolio management, multi-asset research, or wealth management.
• Demonstrated experience conducting third-party manager due diligence across global equity, fixed income, and alternative investment categories.
• Proven track record contributing to alpha generation in actively managed equity strategies.
• Experience developing and communicating macro/asset allocation views in a client-facing context.
• Proficiency with investment analytics platforms (Bloomberg, FactSet, Morningstar Direct, or equivalent).
• Familiarity with AI/LLM tools and their application in financial research workflows.
• General experience with quantitative factor models, performance attribution systems, and risk management frameworks.
• Solid Excel and financial modeling capability (scenario analysis, DCF, portfolio construction).
• Intellectual curiosity and intellectual honesty along with a genuine desire to be right, not just consistent.
• Strong written and verbal communication skills; ability to translate complex investment ideas into accessible client-facing content.
• Comfort operating in a high-performance, entrepreneurial team environment where initiative is rewarded.
• Collaborative and ego-light.

Nice To Haves

• CAIA designation (strongly preferred) given alternatives mandate.
• MBA or other relevant post-graduate credentials (asset).
• Prior experience in wealth management, family office, or private banking environments serving high net worth clients (strongly preferred).

Responsibilities

• Build and grow client portfolios by providing trusted investment advice, proactive client service, and dedicated relationship management.
• Support advanced investment research, portfolio monitoring, and business development activities.
• Deploy assets into suitable financial products aligned with clients’ risk profiles.
• Engage in marketing initiatives to attract new clients.
• Address investment-related inquiries to help clients achieve their goals.
• Assist senior portfolio managers in the day-to-day management of North American equity strategies, including monitoring quantitative and factor-based models, supporting sector research, and generating investment ideas.
• Support due diligence and monitoring of third-party investment managers across global equity, fixed income, and alternative investment strategies.
• Help maintain externally managed model portfolios and track performance.
• Contribute to the development and maintenance of the team’s asset allocation framework and macro outlook.
• Assist in synthesizing macroeconomic signals and translating them into actionable investment guidance.
• Support the management of external data subscriptions, research platforms, and market data services.
• Assist with the deployment and oversight of AI tools integrated into the investment research process.
• Help produce investment-related blog posts, client letters, and thematic research pieces.
• Support the team in communicating market views and investment insights to clients and prospects.
• Participate in investment presentations, prospect pitches, and top client review meetings.
• Support business development activities and relationship deepening with internal banking partners.
• Develop investment plans and written proposals for prospects and clients.
• Analyze information/trends and apply it to individual client circumstances.
• Participate in seminars for clients and prospects, in collaboration with team members.
• Support advanced investment research, manager analytics, and macro analysis in partnership with senior team members.
• Engage with AI-enabled research platforms and data infrastructure to enhance investment process and client service.

Benefits

• Competitive compensation
• Banking benefits
• A benefits program
• Defined benefit pension plan
• An employee share purchase plan
• A vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Opportunities to tap into your potential
• A career, rather than just a paycheck
• Spaces and technological toolkit to bring together great minds to create innovative solutions
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees