Senior Investment Associate

CIBC

New York, US
Base: $100,000 - $120,000; bonus/equity: eligible ...
Bachelor's degree in finance or related field
5-8 years financial services experience
Proficiency in excel, word, powerpoint
The role involves conducting qualitative and quantitative due diligence on investment managers to ensure robust oversight for high-net-worth clients

Job Summary

  • The role involves conducting qualitative and quantitative due diligence on investment managers to ensure robust oversight for high-net-worth clients.
  • Candidates will prepare analytical reports and presentations to support investment decisions while collaborating closely with Relationship Managers.
  • CIBC offers a competitive total rewards package including medical benefits, life insurance, and a discretionary bonus component.

Matching Summary

The role involves conducting qualitative and quantitative due diligence on investment managers to ensure robust oversight for high-net-worth clients.

Salary

Base: $100,000 - $120,000; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus; Benefits: Medical, Dental, Vision, Life Insurance, 401(k)

Skills & Requirements

Must-have

  • Bachelor's degree in finance or related field
  • 5-8 years financial services experience
  • Proficiency in Excel, Word, PowerPoint
  • Experience with FactSet, Bloomberg, Morningstar

Nice-to-have

  • CFA or CAIA designation eligibility
  • Python coding and automation skills
  • Entrepreneurial approach to problem solving
  • Strong curiosity and continuous learning mindset

Key Requirements

  • Bachelor's degree required
  • 5-8 years relevant experience
  • Eligibility for CFA or CAIA preferred
  • Must be legally eligible to work in the location

Work Rights

Must be legally eligible to work at the location specified

Tailored Resume

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