Senior Investment Analyst, Private Equity & Venture Capital
Senior Investment Analyst, Private Equity & Venture Capital
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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
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.
What youll be doing
We are seeking a highly motivated Senior Investment Analyst to join our Private Equity and Venture Capital Team. You will be responsible for conducting extensive qualitative and quantitative due diligence on private equity and venture capital managers and making recommendations. The ideal candidate will also have extensive experience in underwriting co- investments direct investments and/or secondary transactions. Other responsibilities include developing new investment themes sourcing and analyzing new strategies managing and monitoring incumbent managers and managing fund of funds and custom portfolios. 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 contribute to both portfolio management and investment execution while serving as a subject matter expert across the firm.
At CIBC we enable the work environment most optimal for you to thrive in your role.Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How youll succeed
Investment Sourcing & Diligence
Conduct extensive qualitative and quantitative due diligence on existing investment strategies and make recommendations on external managers.
Lead or support direct and syndicated co-investment and secondary transaction underwriting.
Develop and implement different methodologies for managing and analyzing investment portfolios.
Source and analyze new themes strategies and managers.
Portfolio Management
Manage existing private market portfolios including performance monitoring reporting rebalancing and allocation modeling.
Support the management of both internal portfolios and custom separately managed accounts (SMAs) tailored to individual client mandates.
Analyze fund performance exposure metrics and cash flow forecasts to optimize portfolio construction.
Employ a balanced approach to managing risk by ensuring compliance controls and processes (regulatory compliance fiduciary) are integrated into day-to-day activities.
Client & Internal Engagement
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 and clients to provide manager information and portfolio construction ideas.
Work with team to write white papers and other informational content on relevant topics including educational/marketing materials to support business development efforts..
Serve as an internal subject matter expert helping to educate client-facing teams through presentations calls and materials.
Participate in or lead client meetings to discuss portfolio construction market trends and individual private investments.
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.
Who you are
Bachelors degree required.
Graduate degree in a related field or CFA designation preferred.
10 years of relevant experience in private equity venture capital investment management or consulting.
Direct experience with fund selection co-investments and/or secondaries required.
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 as well as financial data software such as PitchBook Private i Prequin etc.
Ability to synthesize large volumes of information and communicate insights clearly to both investment professionals and clients.
Excellent interpersonal and presentation skills; comfortable engaging with sophisticated clients and stakeholders.
Self-starter with the ability to manage multiple projects and deadlines independently.
Passionate about growing your knowledge and continuously improving with a strong sense of curiosity.
A problem solver who anticipates obstacles and develops plans to overcome them.
Motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
Values matter to you. You bring your real self to work and you live our values - trust teamwork and accountability.
Why Join Us
At CIBC Private Wealth youll join a collaborative intellectually curious team that values innovation rigor and client alignment. This role provides exposure to a wide range of private market 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
At CIBC we offer a competitive total rewards package. This role has an expected salary range of $175000 - $225000 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 units incentive compensation plan which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employees 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) Holidaysand 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
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
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 37th FlEmployment Type
RegularWeekly Hours
40Skills
Analytical Thinking Financial Analysis Group Problem Solving Investment Products Professional Presentation Researching Research Reporting Wealth ManagementRequired Experience:
Senior IC
Employment Type
Full-Time
