Senior Investment Associate

Boston, MA

Full time

2613031

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.

To learn more about CIBC, please visit CIBC.com (

What you'll be doing

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.

How you'll succeed

• Manager due diligence – 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.

• Research and reporting – Prepare analytical studies, reports, and presentations that support the MMIP team’s objectives. Gather and synthesize data to deliver actionable insights for investment decisions.

• Client and business development support – Provide up-to-date manager information to Relationship Managers and Business Development Officers. Develop educational and marketing materials to support business development initiatives.

• Operational excellence – 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.

• Team collaboration – 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

• Education and experience – 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. It is considered a plus if you intend to sit for, are eligible to sit for, or currently hold a CFA or CAIA designation.

• Detail oriented – You know that details matter. You notice things that others don’t and understand that an accurate foundation sets up the team for success.

• Analytical – You give meaning to data. You have strong problem-solving skills, can identify and quantify problems, and provide effective resolutions. You communicate detailed information in a meaningful way.

• Technologically savvy – You are proficient with Microsoft Excel, Word, and PowerPoint, as well as financial data software such as FactSet, Bloomberg, and Morningstar. Quantitative skillset in automation and coding (python) is a plus.

• Effective time manager – You accurately prioritize tasks, meet deadlines, and balance multiple responsibilities in a fast-paced environment.

• Motivated by development – You love to learn. You’re passionate about growing your knowledge, continuously learning and improving, and consistently executing your responsibilities. You have a strong sense of curiosity.

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

California residents — your privacy rights regarding your actual or prospective employment (

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.

#LI-TA

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.

*Subject to plan and program terms and conditions

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 View email address on click.appcast.io

• 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-Boston, 100 Federal St Fl 31

Employment Type

Regular

Weekly Hours

40

Skills

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

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 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.