What are the responsibilities and job description for the Investment Associate, Multi-Manager Investment position at Lensa?
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for CIBC LLC. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice.
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 (https://www.cibc.com/en/about-cibc.html)
About CIBC Private Wealth U.S.
CIBC Private Wealth offers tailored wealth management solutions to high-net-worth individuals, families, foundations, and institutions. With a long-standing commitment to excellence, we provide clients with access to public and private market investment opportunities across asset classes, backed by deep expertise and a collaborative culture.
To successfully perform the work, yo u will be on-site full-time.
What You'll Be Doing
We are seeking a highly motivated Investment Associate to join the Multi-Manager Investment Program (MMIP) team. You will be responsible for supporting investment manager due diligence efforts across a variety of asset classes, as well as investment monitoring, performance reporting, operational process management, and market research.
We strongly value continuous improvement and innovation in our research process to target superior performance. We serve in a fiduciary capacity for our clients by working closely with our relationship management and business development teams to provide sound investment management and advisory services. Furthermore, an entrepreneurial approach will be strongly encouraged.
This position offers a unique opportunity to work in manager research while supporting all aspects of private wealth portfolio management.
How You'll Succeed
Manager Due Diligence
At CIBC Private Wealth, you’ll join a collaborative, intellectually curious team that values innovation, rigor, and client alignment. This role provides exposure to a wide range of investment strategies and the opportunity to make an immediate impact across investment, operational, and client-facing dimensions.
California residents — your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html)
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $ 70,000 to $90,000 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 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.
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.
100 Federal Street, 37th Floor
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 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
If you have questions about this posting, please contact support@lensa.com
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 (https://www.cibc.com/en/about-cibc.html)
About CIBC Private Wealth U.S.
CIBC Private Wealth offers tailored wealth management solutions to high-net-worth individuals, families, foundations, and institutions. With a long-standing commitment to excellence, we provide clients with access to public and private market investment opportunities across asset classes, backed by deep expertise and a collaborative culture.
To successfully perform the work, yo u will be on-site full-time.
What You'll Be Doing
We are seeking a highly motivated Investment Associate to join the Multi-Manager Investment Program (MMIP) team. You will be responsible for supporting investment manager due diligence efforts across a variety of asset classes, as well as investment monitoring, performance reporting, operational process management, and market research.
We strongly value continuous improvement and innovation in our research process to target superior performance. We serve in a fiduciary capacity for our clients by working closely with our relationship management and business development teams to provide sound investment management and advisory services. Furthermore, an entrepreneurial approach will be strongly encouraged.
This position offers a unique opportunity to work in manager research while supporting all aspects of private wealth portfolio management.
How You'll Succeed
Manager Due Diligence
- Conduct extensive qualitative and quantitative due diligence on existing investment strategies
- Support research efforts on new managers to enhance available investment solutions
- Analyze and prepare reports on manager performance, benchmark comparisons, and market risk
- Support broader MMIP team by performing duties such as research, preparation of analytical studies, reports, and presentations
- Correspond with Relationship Managers and Business Development Officers to provide up to date manager information
- Work with team to develop educational/marketing materials to support business development efforts
- Assist internal teams with operational processes to ensure the best execution of investment strategies
- Contribute to a strong organizational culture through effective collaboration with operations, compliance, and legal teams to support seamless investment implementation and oversight, resulting in superior client and employee engagement
- You have a Bachelor’s degree.
- You have 1-5 years’ relevant financial services experience (investment research, portfolio analysis, or due diligence preferred). You have a keen interest in manager research with some background in financial services.
- You know that details matter. You notice things that others don't. You understand that an accurate foundation sets up the team for success.
- You possess strong analytical and problem-solving skills, including demonstrated experience identifying and quantifying problems and providing effective resolution. You communicate detailed information in a meaningful way.
- You are proficient with Microsoft Excel, Word, and Power Point, as well as financial data software, such as FactSet, Bloomberg, Morningstar.
- You are an effective time manager: accurately prioritizing tasks, meeting deadlines, and balancing multiple responsibilities in a fast-paced environment.
- You are passionate about growing your knowledge and continuously learning and improving while consistently demonstrating a high-level of execution of current 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.
At CIBC Private Wealth, you’ll join a collaborative, intellectually curious team that values innovation, rigor, and client alignment. This role provides exposure to a wide range of investment strategies and the opportunity to make an immediate impact across investment, operational, and client-facing dimensions.
California residents — your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html)
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $ 70,000 to $90,000 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 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.
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
- 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 Mailbox.careers-carrieres@cibc.com
- 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.
100 Federal Street, 37th Floor
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 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
If you have questions about this posting, please contact support@lensa.com
Salary : $70,000 - $90,000