Analyst, Investment Research

Posted 4 Hours Ago
Be an Early Applicant
West Madison, MO
5-7 Years Experience
Fintech • Payments • Financial Services
The Role
As an Equity Analyst, you will conduct research and analysis on the industrial and business services sectors, support equity investment strategies by developing insights, communicating with portfolio managers, and monitoring market trends. You will model company financials, provide investment ideas, and collaborate with the Equity team on strategy recommendations.
Summary Generated by Built In

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

What you'll be doing 

We are currently recruiting for an experienced equity analyst focused on the industrial and business service sector. You will be primarily responsible for research and analysis of the Industrial and Business Services sectors for our internal equity investment strategies focused on Equity Income and Growth with AUM exceeding $10 billion and attractive long term track records. As part of the larger Equity team ($40 billion in assets), you will provide information and analysis as needed in support of other internally managed strategies. Our investment strategies have a long-term orientation and quality focus.

How you'll succeed 

  • Provide equity analysis on industrial and business services sectors for the Equity Income and Growth teams.

  • Research and analyze market data, industry trends, filings, and all other necessary data to formulate and support investment theses.

  • Develop clear, strategic analysis of companies that provides fresh investment insights to portfolio management team.

  • Communicate rationale for company recommendations to portfolio managers, as well as sector themes and broader investment insights.

  • Actively monitor companies under coverage and communicate important changes in a timely manner.

  • Maintain brief investment thesis summaries on sector companies.

  • Provide a flow of well thought out new investment ideas for our strategies.

  • Model company financials and apply applicable valuation metrics.

  • Work closely as part of the Equity team to recommend position changes within strategies under strategy guidelines and investment process.

  • Provide analytical and other support to investment team members.

  • Provide input in response to Relationship Manager requests.

  • Write rationales for purchases and sales and post on internal portal.

  • Leverage your network of company officers and other sources while conducting frequent face-to-face meetings with company management.

Who you are `

  • You have a Bachelor’s Degree. It’s an asset if you have CFA designation.

  • You have a minimum of 5 years US equity analysis and/or relevant industry experience (industrials/services sector preferred).

  • You have knowledge of sector and industry trends, competitive issues, fundamentals, as well as knowledge of individual companies.

  • You can demonstrate strong analytical capabilities and investment success.

  • You have strong interpersonal skills, along with written and verbal communication skills, to effectively communicate in person and over the phone with a variety of individuals at a variety of levels.

  • You work independently, leverage strong problem-solving skills, and exercise sound judgment.

  • You are open-minded, flexible, and willing to listen to other people’s opinions.

  • You work as part of our collegial research team and take instruction from team members.

  • You solve problems, prioritize work, provide sound advice, and meet deadlines in a sometimes-demanding work environment.

  • You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way. 

  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. 

California residents — your privacy rights regarding your actual or prospective employment

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 a competitive salary, incentive pay, banking benefits, a benefits program*, 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 [email protected]

  • 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 tests (such as simulation, coding, MS Office). 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.

Job Location

IL - 181 W Madison

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Financial Analysis, Group Problem Solving, Investment Products, Large Group Presentations, Researching, Research Reporting, Wealth Management

The Company
Toronto, Ontario
43,351 Employees
On-site Workplace

What We Do

CIBC is here to help all our clients reach their goals.

We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.

With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.

This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.

La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.

Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.

Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.

Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada

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