Senior Investment Analyst

Other US Location
September 23, 2024
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Job Description

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

The Senior Investment Analyst will perform investment research across private credit managers. The Analyst, as part of a team, will be responsible for conducting extensive qualitative and quantitative due diligence on private credit strategies/managers and make recommendations. Other responsibilities include sourcing and analyzing new strategies, managing and monitoring incumbent managers on the investment platform, and providing manager information and client portfolio construction ideas to Relationship Managers. We highly value continuous improvement and innovation in our research process to target superior performance. We will be looking to opportunistically launch products to provide our high net worth clients with greater and easier access of alternative investments to our high net worth clients. We work closely with the Asset Allocation Committee to help fulfill our client’s needs, as well as to provide input derived from underlying strategy and financial market research. We serve in a fiduciary capacity for our clients by working closely with our relationship management and business developments teams across the U.S. to provide sound investment management and advisory services.

How you’ll succeed

  • Conduct extensive qualitative and quantitative due diligence on existing investment strategies and make recommendations on external managers

  • Develop and implement different methodologies for managing and analyzing investment portfolios, including launching new products

  • Source and analyze new strategies and managers

  • 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, clients, and prospects providing investment expertise

  • Provide manager information and portfolio construction ideas to Relationship Managers and Business Development Officers

  • Work with CIO to write white papers and other informational content on relevant topics

  • Provide educational and marketing content to support business development efforts

  • Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities.

  • Contribute to a strong organizational culture through positive, collaborative behaviors resulting in client and employee engagement.

  • Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for innovative ways to improve.

Who you are

  • Bachelor’s degree, preferably in fields such as finance, math, science, and other business-related fields

  • MBA or CFA preferred, but not required

  • Prior experience of 10-15 years in investment field preferred

  • Prior experience and expertise in performing investment manager research on private credit strategies required

  • Excellent verbal and written communication skills with ability to convey information to internal partners and external clients/prospects in a clear, focused and concise manner

  • 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

  • Strong attention to detail with excellent organization skills and process orientation

  • Strong project management skills

  • Ability to handle confidential information and maturity in dealing with a variety of people at various levels

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 $200,000 – $215,000 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 also may 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.

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process

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 [email protected]

  • 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, 37M Fl

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Financial Analysis, Group Problem Solving, Investment Products, Large Group Presentations, Researching, Research Reporting, Wealth Management