Associate Equity Analyst at CIBC in Boston, MA

Summary: CIBC is building a relationship-oriented bank for the modern world and is seeking a recent MBA graduate for the role of Associate Equity Analyst. The position involves mastering a Seven Step Investment Process, conducting equity research, and presenting findings to clients while being part of a growing equity franchise. Responsibilities: - Mastery of Investment Process - Learn and adapt the CIBC Core Growth team’s Seven Step Investment Process - Stock Coverage - Launch coverage of stocks one at a time using a specific initiation report, in a team setting with real time debate, follow-up, and likely further research - Ongoing Research and Industry Engagement - Perform ongoing research and analyze market data, industry trends, filings, and all other necessary information to support or detract from your original investment thesis. Attend sell side broker conferences and industry bus tours. Host management teams at the office in Boston for in-depth discussions - Financial Modeling and Valuation - Model company financial statements and apply range of values analysis using a DCF based framework - Company Monitoring - Maintain quarterly summaries on assigned companies that are archived with models - Custom Reporting - Assist with team needs for building custom reports in FactSet and other related reporting needs - Marketing and Client Communication – Contribute to the development of client marketing materials and collateral - Client & Prospect Engagement - Travel and present to prospective and existing clients and discuss the stocks in the portfolio based on the team’s seven step investment process Required Qualifications: - Master of Business Administration (MBA) Degree - Several years' experience prior to graduate school working in the financial services industry, ideally with a buy side investment firm - Exceptional interpersonal, written, and verbal communication skills - Expert using Excel, Word, and PowerPoint - Passionate about investing in stocks and well read on this topic - Strong sense of curiosity and desire to continuously improve - Ability to work as part of a collegial research team and take instruction from the team lead - Strong problem-solving skills and sound judgment - Ability to effectively prioritize deliverables and meet deadlines - Motivated by collective success and teamwork - Values of trust, teamwork, and accountability Preferred Qualifications: - CFA designation - Experience with FactSet and Bloomberg Required Skills: Equity Research, Investment Process, Financial Modeling, Valuation, DCF, FactSet, Bloomberg, Excel, Industry Analysis, Financial Statement Analysis, Management Team Assessment, Analysis, Stock Coverage, Client Communication, Curiosity Benefits: Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), Banking benefits, Wellbeing support, MomentMakers, our social, points-based recognition program, Purpose Day; a paid day off dedicated for you to use to invest in your growth and development