Chicago, Illinois

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.

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Job Description

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.

  • 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.

Knowledge & Skills
  • 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

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

Job Location
IL - 181 W Madison
Employment Type

Weekly Hours

Chicago, Illinois

CIBC U.S. provides tailored commercial, wealth management, personal, and small business financial solutions as well as cross-border banking services to clients with North American operations. We are backed by a 150-year-old Toronto-based, global financial institution with our U.S. headquarters in Chicago. We invest in our businesses, our clients, our people and our communities. We strive to build trusting and enduring relationships by putting our clients at the center of all we do. We use our values to guide our decisions, actions and interactions with our clients, our team members and our communities. Member FDIC | Equal Housing Lender.

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