Associate Portfolio Manager CIBC Wood Gundy

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

What youll be doing

As a member of CIBC Wood Gundy you will build and grow client portfolios by providing trusted investment advice proactive client service and dedicated relationship addition to core Associate responsibilities you will support advanced investment research portfolio monitoring and business development activities. You will deploy assets into suitable financial products aligned with clients risk profiles engage in marketing initiatives to attract new clients and address investment-related inquiries to help clients achieve their goals.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview.

Expanded Responsibilities:

Investment Management Support - Assist senior portfolio managers in the day-to-day management of North American equity strategies including monitoring quantitative and factor-based models supporting sector research and generating investment ideas.

Manager Due Diligence - Support due diligence and monitoring of third-party investment managers across global equity fixed income and alternative investment strategies. Help maintain externally managed model portfolios and track performance.

Asset Allocation & Macro Outlook - Contribute to the development and maintenance of the teams asset allocation framework and macro outlook. Assist in synthesizing macroeconomic signals and translating them into actionable investment guidance.

AI & Data Infrastructure - Support the management of external data subscriptions research platforms and market data services. Assist with the deployment and oversight of AI tools integrated into the investment research process.

Thought Leadership & Content Creation - Help produce investment-related blog posts client letters and thematic research pieces. Support the team in communicating market views and investment insights to clients and prospects.

Business Development & Client Relationship Support - Participate in investment presentations prospect pitches and top client review meetings. Support business development activities and relationship deepening with internal banking partners.

How youll succeed

• Building relationships - Display high levels of interpersonal and relationship building skills to effectively network prospect and build strong and trusting client relationships.

• Investing - Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances.

• Collaborating - Participate in seminars for clients and prospects in collaboration with team members. Demonstrate well-developed interactive presentation skills to convey both factual and conceptual ideas to clients

• Research & Analytics - Support advanced investment research manager analytics and macro analysis in partnership with senior team members.

• Technology Adoption - Engage with AI-enabled research platforms and data infrastructure to enhance investment process and client service.

Who you are:

Education

• Undergraduate degree in Finance Economics Mathematics or a related discipline (required).

• CFA Charter designation (required)

• CAIA designation (strongly preferred) given alternatives mandate.

• MBA or other relevant post-graduate credentials (asset).

Experience

• Minimum 10 years of progressive investment experience in institutional portfolio management multi-asset research or wealth management.

• Demonstrated experience conducting third-party manager due diligence across global equity fixed income and alternative investment categories.

• Proven track record contributing to alpha generation in actively managed equity strategies.

• Experience developing and communicating macro/asset allocation views in a client-facing context.

• Prior experience in wealth management family office or private banking environments serving high net worth clients (strongly preferred).

Technical Skills

• Proficiency with investment analytics platforms (Bloomberg FactSet Morningstar Direct or equivalent).

• Familiarity with AI/LLM tools and their application in financial research workflows.

• General experience with quantitative factor models performance attribution systems and risk management frameworks.

• Solid Excel and financial modeling capability (scenario analysis DCF portfolio construction).

Competencies

• Intellectual curiosity and intellectual honesty along with a genuine desire to be right not just consistent.

• Strong written and verbal communication skills; ability to translate complex investment ideas into accessible client-facing content.

• Comfort operating in a high-performance entrepreneurial team environment where initiative is rewarded.

• Collaborative and ego-light

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 competitive compensation banking benefits a benefits program* defined benefit pension plan* an employee share purchase plan 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

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities were actively recruiting for unless stated otherwise.

• 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 test (such as simulation coding French proficiency).

• We use artificial intelligence tools during the recruitment process. 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.

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