Senior Investment Associate

What You'll Be Doing

• Conduct qualitative and quantitative due diligence on existing investment strategies.
• 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.
• Aid 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.

Who You Are

• You have a Bachelor’s degree and 5-8 years of relevant financial services experience, with a preference for investment research, portfolio analysis, & due diligence.
• You are detail oriented, giving meaning to data, and have strong problem-solving skills.
• You are proficient with Microsoft Excel, Word, and PowerPoint, as well as financial data software such as FactSet, Bloomberg, and Morningstar.
• You have a quantitative skillset in automation and coding (Python) is a plus.
• You are an effective time manager, accurately prioritizing tasks, meeting deadlines, and balancing multiple responsibilities in a fast-paced environment.
• You are motivated by development, passionate about growing your knowledge, continuously learning and improving, and consistently executing your responsibilities.
• You bring your real self to work and live our values – trust, teamwork, and accountability.

California Residents

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $115,000 - $130,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component.

CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.

What CIBC Offers

• 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 salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
• 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.
• We are 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.

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, MS Office).