Private Wealth Investment Associate

Privatebancorp, Inc. Boston , MA 02298

Posted 2 months ago

Overview

CIBC provides tailored commercial, wealth management, personal, and small business financial solutions in the United States through 46 offices in 18 states, as well as cross-border banking services to clients with North American operations. Learn more at cibc.com/US.

CIBC is a Toronto-based, global financial institution with a 150 year history, serving 11 million personal and business clients. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders.

CIBC delivers access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.

Every year, CIBC is recognized for its business success, community commitment and employee initiatives. We are proud of this success and are committed to creating an inclusive workplace and an environment where all employees can excel.

CIBC Bank USA is an Equal Opportunity Employer M/F/Disability/Veteran

Responsibilities JOB PURPOSE

The Investment Associate will provide middle office and trading support on CIBC Private Wealth Group's proprietary investment and client portfolios. Other responsibilities of the Investment Associate include performing various analytical activities related to trade input and administrative support for the Head of Equities. The role will also be responsible for maintaining a variety of quantitative and qualitative models in areas of risk monitoring, economic analysis, portfolio management, and trade flow.

KEY ACCOUNTABILITIES

  • Provide analytical and middle office support in the timely and accurate completion of the following duties.

  • Support investment traders and portfolio managers in the day-to-day trading and management of managed accounts

  • Provide analytic & administrative support for the Investment Center of Excellence for CIBC Private Wealth Management

  • Provide administrative and analytical support for the Head of Equities

  • Retrieve economic and company specific data as inputs for quantitative and qualitative modeling

  • Assist in creating and updating marketing materials

  • Draft client communications, specifically content for presentations

  • 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 ways to improve.

Qualifications

  • Bachelor's degree or equivalent

  • Fluency in Microsoft Office applications

  • Prior experience in Investment or Private Wealth industries

  • Knowledge of analytical software such as FactSet, Bloomberg or similar tools

  • Ability to manage multiple tasks and projects within specified time horizons, and strong attention to detail

  • Ability to manage a large volume of data from multiple sources and varying formats

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

  • Strong analytical, quantitative and problem solving skills, including experience in identifying and quantifying problems and providing effective resolutions

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Private Wealth Investment Associate

Privatebancorp, Inc.