Senior Investment Analyst, Private Equity & Venture Capital

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

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 you'll 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 you'll 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 indivi