Senior Equity Analyst - Financials

CIBC; Old Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Senior Equity Analyst to drive investment decisions through in-depth research and analysis of North American Financial companies. This role involves developing actionable investment recommendations, maintaining research platforms, and engaging with stakeholders to ensure the best ideas are integrated into portfolios. The ideal candidate will have a strong background in financial markets, a passion for investment management, and excellent analytical and communication skills. Join a forward-thinking organization that values your contributions and offers opportunities for professional growth.

Benefits

Competitive compensation

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Purpose Day initiative

Qualifications

• 5+ years of relevant research and analysis experience in Financials sector.
• Proficient in computer modeling and spreadsheet analysis.

Responsibilities

• Develop actionable investment recommendations for North American Financial sectors.
• Maintain accurate research platforms with financial models and ESG analysis.

Skills

Analytical Thinking

Communication

Equities

Financial Markets

Financial Modeling

Investment Management

Researching

Education

Undergraduate degree in management, finance, economics or quantitative discipline

Graduate or post-graduate degree

Job description

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 (https://www.cibc.com/en/about-cibc.html)

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.

• 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.

• 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.

#LI - TA

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 competitive compensation, 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.

• 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 [e-mail]

• 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, French proficiency, 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

Toronto-161 Bay St., 22nd

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Communication, Equities, Financial Markets, Financial Modeling, Investment Management, Researching

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.