Senior Investment Associate
About The Position
CIBC Private Wealth’s Multi-Manager Investment Program (MMIP) team provides tailored investment solutions for high-net-worth clients, families, foundations, and institutions by leveraging expertise across asset classes and a collaborative culture. As a Senior Investment Associate, you’ll support the MMIP team by conducting due diligence on investment managers, monitoring performance, and managing operational processes. You’ll prepare research and analytical reports to inform investment decisions and work closely with Relationship Managers and Business Development Officers to deliver sound investment management and advisory services. You’ll contribute to the development of educational and marketing materials to support business growth, and collaborate with internal teams to ensure seamless execution of investment strategies. Your entrepreneurial approach and commitment to continuous improvement will help drive superior outcomes for our clients. To successfully perform the work, you will be on-site full-time.
Requirements
- Bachelor’s degree
- 5-8 years of relevant financial services experience, with a preference for investment research, portfolio analysis, & due diligence.
- Detail oriented
- Analytical skills, strong problem-solving skills, ability to identify and quantify problems, and provide effective resolutions.
- Proficient with Microsoft Excel, Word, and PowerPoint, as well as financial data software such as FactSet, Bloomberg, and Morningstar.
- Effective time manager
- Motivated by development, passion for growing knowledge, continuously learning and improving, and consistently executing responsibilities.
- Strong sense of curiosity.
- Values matter to you – bring your real self to work and live values – trust, teamwork, and accountability.
- Accountability
- Analytical Thinking
- Documentations
- Professional Presentation
- Reporting Processes
- Researching
- Wealth Management
- Work Collaboratively
Nice To Haves
- It is considered a plus if you intend to sit for, are eligible to sit for, or currently hold a CFA or CAIA designation.
- Quantitative skillset in automation and coding (python) is a plus.
Responsibilities
- Conduct qualitative and quantitative due diligence on existing investment strategies to ensure robust evaluation and oversight.
- Support research on new investment managers to enhance available solutions for clients.
- Prepare analytical studies, reports, and presentations that support the MMIP team’s objectives.
- Gather and synthesize data to deliver actionable insights for investment decisions.
- Provide up-to-date manager information to Relationship Managers and Business Development Officers.
- Develop educational and marketing materials to support business development initiatives.
- Assist internal teams with operational processes to ensure effective execution of investment strategies.
- Collaborate with operations, compliance, and legal teams to support seamless investment implementation and oversight.
- Contribute to a strong organizational culture through effective teamwork and communication.
- Foster superior client and employee engagement by supporting cross-functional initiatives.
Benefits
- Medical
- Dental
- Vision
- Health Savings Account
- Life Insurance
- Disability
- Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave and Vacation)
- Holidays
- 401(k)
- competitive salary
- incentive pay
- banking benefits
- a benefits program
- a vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program.
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
