Investment Director

4 weeks ago

Canada Canadian Imperial Bank of Commerce Full time
Director, Investment Management and Oversight

We're building a relationship-oriented bank for the modern world. As a key member of our team, you'll provide team leadership and direct responsibility for managing investments and investment oversight matters in our largest, most complex, and demanding client engagements.

Key Responsibilities:
  • Develop and negotiate practical customized client solutions within our policy framework.
  • Deliver strategy, advice, and results while recognizing sensitivities and balancing outcomes for all stakeholders.
  • Maintain expert-level investment knowledge to analyze current market conditions, review investment products and proposals, and contribute to our firm's investment strategies and policies.
  • Communicate effectively with a range of stakeholders from senior executives to novice investors.
  • Provide investment education and training support to employees, partners, and clients.
  • Support day-to-day investment operations and special projects as assigned.
Investment Management Oversight:

Lead the multi-billion-dollar investment oversight function within the department over internal CIBC partners and external Investment Managers.

Investment Portfolio Construction, Management, and Administration:

Directly manage fully discretionary or advisory investment portfolios for complex high net worth, ultra high net worth, and institutional Estate, Trust, and Agency clients.

Internal and External Client Relationship Management:

Develop and manage value-added relationships with internal and external clients.

Investment Research and Analysis:

Stay current with financial and economic news to make informed investment decisions and recommendations for assigned portfolios.

Investment Management Operations:

Support smooth operations of the Investment Management department within CIBC Trust by performing other investment and administrative functions as required.

You'll have the opportunity to provide investment expertise and support to the marketing, sales, and business development activities of CIBC Trust as required.

Requirements:
  • You have a Business/Commerce/Finance/Economics or Accounting degree with 10+ years of relevant investment management and/or brokerage experience.
  • Basic French language capability is an asset.
  • You have your Chartered Financial Analyst (CFA) or full professional Investment or Accounting designation, with knowledge of Personal Financial Planning, Canadian Tax, Estate & Trust, and Investment Accounting.
  • Your critical thinking skills help inform your decision-making.
  • You have deep analytical and investment research skills and are highly motivated to learn about new areas and analyze a broad range of issues.
  • You possess strong spoken and written communication skills, including presentation and relationship management skills.
  • You can manage conflict and ambiguity; You build trust through respect and authenticity, with excellent relationship management skills.
What We Offer:
  • A competitive salary, incentive pay, 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.

We may ask you to complete an attribute-based assessment and other skills tests. Analytical Thinking, Communication, Customer Experience (CX), Estate Accounts, Financial Advising, Group Problem Solving, Leadership, People Management, Power of Attorney (POA), Trust Services, Work Collaboratively.

At CIBC, we are in business to help our clients, employees, and shareholders achieve what is important to them.

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