Senior Investment Associate

CIBC Capital Markets

Boston, MA, United States
Base: $100,000 - $120,000; bonus/equity: incentive...
Due diligence on investment managers
Performance monitoring
Operational process management
The 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

Job Summary

  • The 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.
  • CIBC offers a competitive total rewards package including salary, incentive pay, banking benefits, a benefits program, a vacation offering, wellbeing support, and MomentMakers.

Matching Summary

The 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.

Salary

Base: $100,000 - $120,000; Bonus/Equity: Incentive compensation plan may include discretionary bonus; Benefits: Medical, Dental, Vision, HSA, Life Insurance, Disability, Paid Time Off, Holidays, 401(k)

Skills & Requirements

Must-have

  • Due diligence on investment managers
  • Performance monitoring
  • Operational process management
  • Research and analytical reports
  • Client and business development support
  • Collaboration with internal teams

Nice-to-have

  • Entrepreneurial approach
  • Commitment to continuous improvement
  • Strong organizational culture
  • Superior client and employee engagement
  • Sense of curiosity

Key Requirements

  • Bachelor's degree
  • 5-8 years financial services experience
  • Investment research, portfolio analysis, & due diligence preference
  • Proficient with Microsoft Excel, Word, and PowerPoint
  • Proficient with FactSet, Bloomberg, and Morningstar
  • Legally eligible to work in the specified location

Work Rights

Not specified

Tailored Resume

Cover Letter