Senior Investment Analyst, Private Equity & Venture Capital

Canadian Imperial Bank of CommerceBoston, MA, United States

7 days ago

Job type

Full-time

Job description

Support senior management and the investment officers by performing duties such as research, preparation of analytical studies, reports, and presentations.

Work with Relationship Managers, Business Development Officers, and clients to provide manager information and portfolio construction ideas.

Work with team to write white papers and other informational content on relevant topics, including educational / marketing materials to support business development efforts..

Serve as an internal subject matter expert, helping to educate client-facing teams through presentations, calls, and materials.

Participate in or lead client meetings to discuss portfolio construction, market trends, and individual private investments.

Contribute to a strong organizational culture through effective collaboration with operations, compliance, and legal teams to support seamless investment implementation and oversight, resulting in superior client and employee engagement.

Bachelor’s degree required.

Graduate degree in a related field or CFA designation, preferred.

10+ years of relevant experience in private equity, venture capital, investment management, or consulting.

Direct experience with fund selection, co-investments, and / or secondaries required.

Strong analytical and problem-solving skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions.

Proficient with Microsoft Excel, Word, and Power Point, as well as financial data software, such as PitchBook, Private i, Prequin, etc.

Ability to synthesize large volumes of information and communicate insights clearly to both investment professionals and clients.

Excellent interpersonal and presentation skills; comfortable engaging with sophisticated clients and stakeholders.

Self-starter with the ability to manage multiple projects and deadlines independently.

Passionate about growing your knowledge and continuously improving with a strong sense of curiosity.

A problem solver who anticipates obstacles and develops plans to overcome them.

Motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

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.

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 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.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values : Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

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Senior Investment Analyst • Boston, MA, United States

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