Associate Portfolio Manager Cibc Wood Gundy

CIBC Capital Markets

Toronto, Ontario, Canada
Not specified; competitive compensation; defined b...
Cfa charter designation required
Minimum 10 years investment experience
Third-party manager due diligence
The role involves building and growing client portfolios by providing trusted investment advice and dedicated relationship management

Job Summary

  • The role involves building and growing client portfolios by providing trusted investment advice and dedicated relationship management.
  • Candidates will support advanced investment research, monitor quantitative models, and contribute to the team's asset allocation framework.
  • CIBC offers a competitive compensation package including a defined benefit pension plan, employee share purchase plan, and wellbeing support.

Matching Summary

The role involves building and growing client portfolios by providing trusted investment advice and dedicated relationship management.

Salary

Not specified; Competitive compensation; Defined benefit pension plan included

Skills & Requirements

Must-have

  • CFA Charter designation required
  • Minimum 10 years investment experience
  • Third-party manager due diligence
  • North American equity strategies
  • Asset allocation framework development

Nice-to-have

  • CAIA designation preferred
  • MBA or post-graduate credentials
  • High net worth client experience
  • AI tool deployment in research
  • Thought leadership content creation

Key Requirements

  • Undergraduate degree in Finance, Economics, or Mathematics
  • CFA Charter (Required)
  • 10+ years progressive investment experience
  • Experience with global equity and fixed income due diligence
  • Proficiency with Bloomberg, FactSet, or Morningstar Direct

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter