Accelerating gender equity in finance
Our brand brings to life our purpose and our commitment to helping our clients succeed. It’s what we stand for, what we do and how we do it. We’re working to build this brand together, and as a part of the CIBC community, you play a key role in helping us bring it to life, visually and verbally.
Mid-level
You have an undergraduate, graduate and/or post-graduate degrees in management, finance, economics or a quantitative discipline.
You’re a certified professional. Completion of Chartered Financial Analyst (CFA) preferred or working toward CFA designation.
$100, 000+
What You’ll Be Doing
The Senior Equity Analyst is a critical driver of CIBC Global Asset Management (GAM) equity security selection. You’ll be a member of the Portfolio Management & Research (PM&R) team, reporting to the Head of Equity Research, and is responsible for the development and maintenance of investment research including financial models, ESG analysis and investment theses for a select group of North American companies in the Financials sector. The recommendations emanating from this research will drive investment decisions across a diverse group of portfolio strategies (Core, Value, Income-Oriented, Quality, and Growth).
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 Recommendations – Accountable for the development of actionable investment recommendations within the North American Financial sectors. Underweight/Overweight recommendations and timely changes thereto for specified sector companies are to be clearly articulated and well-founded. Responsible for preparing and presenting highly regarded industry reviews which drive clear and actionable investment theses for the constituent companies and, possibly, other related sectors/companies.
Maintain Research Platforms – GAM’s Investment Research platform incorporates internally generated financial models, ESG analysis and thesis statements. Develop and maintain an accurate research platform with models and forward-looking estimates for the relevant companies.
Stakeholder Engagement – Engage in an open and ongoing dialogue with CAM Portfolio Managers and Portfolio Analysts to ensure that the best ideas are incorporated into the respective portfolios.
Relationship Building – Seek avenues to develop a close working relationship with GAM team members to develop industry theses, thematic pieces, and to promote and utilize a common research framework.
Collaboration and Communication – Present and communicate both internally, to the team and professional staff and externally, as appropriate, with prospects and clients of the firm. Work collaboratively with the Asset Allocation team, with respect to sector allocation analysis, and the credit analysts in the Fixed Income team with respect to company analysis.
Accountability – Accountable to ensure that the client’s investment policies are not breached by investments that are out of the stated policy (consequences can range from loss of client funds or client business to reputational risk to CIBC).
Who You Are
You’re goal oriented. You’re highly driven, intellectually curious, and willing to work closely with like-minded individuals.
Professional experience of five or more years of relevant research and analysis experience and/or portfolio management covering the Financials sector. You have a passion for financial markets and investment management process. You have quantitative skills relating to indicator and model development and familiarity with macro and micro economic data environments and ESG analysis.
Technical Skills. You are proficient in computer modeling and spreadsheet analysis. You can work in a research team environment as well as autonomously.
Communication Skills. You can communicate effectively orally and in written form; ability to understand/ explain/resolve complex issues; strong problem-solving and reasoning skills. You have a strong sense of responsibility and reliability; thorough and results oriented with highest personal and professional integrity.
Your influence makes a difference. You have excellent influencing skills sufficient for processes related to mandating stock selection, investment strategy, and compliance issues.
Values matter to you. You bring your real self to work, and you live our values – trust, teamwork and accountability.
