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Senior Investment Analyst, Private Equity & Venture Capital
Senior Investment Analyst, Private Equity & Venture CapitalCibc • Boston, MA, US
Senior Investment Analyst, Private Equity & Venture Capital

Senior Investment Analyst, Private Equity & Venture Capital

Cibc • Boston, MA, US
30+ days ago
Job type
  • Full-time
Job description

Senior Investment Analyst

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.

We are seeking a highly motivated Senior Investment Analyst to join our Private Equity and Venture Capital Team. You will be responsible for conducting extensive qualitative and quantitative due diligence on private equity and venture capital managers and making recommendations. The ideal candidate will also have extensive experience in underwriting co-investments, direct investments and / or secondary transactions. Other responsibilities include developing new investment themes, sourcing and analyzing new strategies, managing and monitoring incumbent managers, and managing fund of funds and custom portfolios. 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 contribute to both portfolio management and investment execution while serving as a subject matter expert across the firm.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Investment Sourcing & Diligence

  • Conduct extensive qualitative and quantitative due diligence on existing investment strategies and make recommendations on external managers.
  • Lead or support direct and syndicated co-investment and secondary transaction underwriting.
  • Develop and implement different methodologies for managing and analyzing investment portfolios.
  • Source and analyze new themes, strategies, and managers.

Portfolio Management

  • Manage existing private market portfolios, including performance monitoring, reporting, rebalancing, and allocation modeling.
  • Support the management of both internal portfolios and custom separately managed accounts (SMAs) tailored to individual client mandates.
  • Analyze fund performance, exposure metrics, and cash flow forecasts to optimize portfolio construction.
  • Employ a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities.
  • Client & Internal Engagement

  • 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.
  • Who you are

  • 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.
  • 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 private market strategies and the opportunity to make an immediate impact across investment, operational, and client-facing dimensions.

    At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $175,000 - $225,000 for the Boston, MA 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.

    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.
  • Subject to plan and program terms and conditions
  • 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). 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 : MA-100 Federal Street, 37th Fl

    Employment Type : Regular

    Weekly Hours : 40

    Skills : Analytical Thinking, Financial Analysis, Group Problem Solving, Investment Products, Professional Presentation, Researching, Research Reporting, Wealth Management

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    Senior Investment Analyst • Boston, MA, US

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