Investment Associate, Multi-Manager Investment

CIBC Private Wealth Investment Associate

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.

CIBC Private Wealth offers tailored wealth management solutions to high-net-worth individuals, families, foundations, and institutions. With a long-standing commitment to excellence, we provide clients with access to public and private market investment opportunities across asset classes, backed by deep expertise and a collaborative culture.

What You'll Be Doing

We are seeking a highly motivated Investment Associate to join the Multi-Manager Investment Program (MMIP) team. You will be responsible for supporting investment manager due diligence efforts across a variety of asset classes, as well as investment monitoring, performance reporting, operational process management, and market research. We strongly value continuous improvement and innovation in our research process to target superior performance. We serve in a fiduciary capacity for our clients by working closely with our relationship management and business development teams to provide sound investment management and advisory services. Furthermore, an entrepreneurial approach will be strongly encouraged. This position offers a unique opportunity to work in manager research while supporting all aspects of private wealth portfolio management.

How You'll Succeed

Manager Due Diligence

• Conduct extensive qualitative and quantitative due diligence on existing investment strategies
• Support research efforts on new managers to enhance available investment solutions
• Analyze and prepare reports on manager performance, benchmark comparisons, and market risk

Client & Internal Engagement

Who You Are

You have a Bachelor's degree. You have 1-5 years' relevant financial services experience (investment research, portfolio analysis, or due diligence preferred). You have a keen interest in manager research with some background in financial services. You know that details matter. You notice things that others don't. You understand that an accurate foundation sets up the team for success. You possess strong analytical and problem-solving skills, including demonstrated experience identifying and quantifying problems and providing effective resolution. You communicate detailed information in a meaningful way. You are proficient with Microsoft Excel, Word, and Power Point, as well as financial data software, such as FactSet, Bloomberg, Morningstar. You are an effective time manager : accurately prioritizing tasks, meeting deadlines, and balancing multiple responsibilities in a fast-paced environment. You are passionate about growing your knowledge and continuously learning and improving while consistently demonstrating a high-level of execution of current responsibilities. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

Why Join Us

At CIBC Private Wealth, you'll join a collaborative, intellectually curious team that values innovation, rigor, and client alignment. This role provides exposure to a wide range of investment strategies and the opportunity to make an immediate impact across investment, operational, and client-facing dimensions.

What CIBC Offers

At 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 aspire to give you a career, rather than just a paycheck. 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.

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. 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). 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

100 Federal Street, 37th Floor

Employment Type

Regular

Weekly Hours

40

Skills

Accountability, Analytical Thinking, Documentations, Professional Presentation, Reporting Processes, Researching, Wealth Management, Work Collaboratively