Senior Equity Analyst - Financials

CIBC Asset Management; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

CIBC Asset Management is seeking a Senior Equity Analyst to join the Portfolio Management & Research team in Toronto. This critical position involves developing investment research for North American financial companies and making actionable investment recommendations. Ideal candidates will have significant experience in financial analysis and a strong academic background, along with a passion for investment management.

Benefits

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Purpose Day for personal growth

Qualifications

• Five or more years of relevant research and analysis experience covering the Financials sector.
• Passion for financial markets and investment management.
• Proficiency in computer modeling and spreadsheet analysis.

Responsibilities

• Develop actionable investment recommendations for North American Financial sectors.
• Prepare and present industry reviews that drive clear investment theses.
• Engage with Portfolio Managers to incorporate best ideas into portfolios.

Skills

Analytical Thinking

Communication

Financial Modeling

Investment Management

Researching

Education

Undergraduate or postgraduate degree in finance, economics, or a quantitative discipline

Job description

Were building a relationshiporiented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

What Youll Be Doing

The Senior Equity Analyst is a critical driver of CIBC Global Asset Management (GAM) equity security 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 IncomeOriented 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 onsite and remote work) will be discussed at the time of your interview.

How Youll 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 wellfounded. 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 GAMs Investment Research platform incorporates internally generated financial models ESG analysis and thesis and maintain an accurate research platform with models and forwardlooking 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 clients 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

Youre goal oriented. Youre highly driven intellectually curious and willing to work closely with likeminded 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 postgraduate degrees in management finance economics or a quantitative discipline.

Youre 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 problemsolving 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 e xcellent 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

• an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social pointsbased 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

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 attributebased 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

Toronto161 Bay St. 22nd

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking Communication Equities Financial Markets Financial Modeling Investment Management Researching

Required Experience :

Senior IC

Key Skills

Automation Testing,Bid,Brand Marketing,Business Objects,Inventory Management

Experience : years

Vacancy : 1

Create a job alert for this search