Associate Vice President & Equity Analyst

Associate Equity Analyst

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  team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

We are currently recruiting for a recent MBA graduate to become an associate equity analyst on the CIBC Core Growth Team in Boston led by Sandy Sanders, CFA. You will be mentored and trained in a specific fundamental Seven Step Investment Process. The focus is on U.S. Core and Growth equities in all market capitalization ranges. You will concentrate your time researching companies using a Seven Step Investment Process, which essentially is grounded in studying the fundamentals of a company which include: competitive advantages, growth drivers, industry analysis, financial statement analysis, management team assessment, range of values, Risks, and ESG analysis.

Over time, once the team lead is comfortable that the investment process has been properly learned and practiced, a specific sector will be assigned for direct coverage for ongoing duties.

The CIBC Core Growth Team investment strategies are focused on All Cap Core, All Cap Growth, and Large Cap Growth with AUM exceeding $5 billion. This is a new team at CIBC, and you will be part of a growing equity franchise that was recently established at CIBC in March of 2026. This role will be on-site in Boston, but will also include research and client travel needs.

Having robust knowledge of current IT internet technology and innovation trends, particularly artificial intelligence tools, digital tools, in addition to Fact Set, Bloomberg, and superior Excel modeling skills will be a standout.

To successfully perform the work, you will be on-site full-time.

Equity Research & Team Support

• 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 Fact Set 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.

Who you are

• You have a Master of Business Administration (MBA) Degree. It's an asset if you have CFA designation.
• You have industry experience. You have several years' experience prior to graduate school working in the financial services industry, ideally with a buy side investment firm.
• You are a strong communicator. You exhibit exceptional interpersonal, written, and verbal communication skills which allow you to effectively engage with a diverse range of clients, prospects, and stakeholders across the organization, both in-person and virtually.
• You are technologically savvy. You are an expert using Excel, Word, and PowerPoint. Experience with Fact Set and Bloomberg preferred.
• You are passionate about investing in stocks and are well read on this topic.
• You are passionate about growing your knowledge and continuously improving with a strong sense of curiosity.
• You are a team player. You work as part of our collegial research team and take instruction from the team lead. You are open-minded, flexible, and willing to listen to other people's opinions.
• You work independently, leveraging strong problem-solving skills and sound judgment. You effectively prioritize deliverables, provide sound advice, and consistently meet deadlines in a sometimes-demanding environment.
• You are motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $100,000 - $160,000 for the Boston, MA market based on experience, qualifications, and location of the…