Associate Equity Analyst

Canadian Imperial Bank of Commerce•Boston, MA

20h•Onsite

About The Position

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 is grounded in studying the fundamentals of a company, including: 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 FactSet, Bloomberg, and superior Excel modeling skills will be a standout. To successfully perform the work, you will be on-site full-time.

Requirements

Master of Business Administration (MBA) Degree
Industry experience
Several years’ experience prior to graduate school working in the financial services industry, ideally with a buy side investment firm.
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.
Expert using Excel, Word, and PowerPoint.
Passionate about investing in stocks and are well read on this topic.
Passionate about growing your knowledge and continuously improving with a strong sense of curiosity.
Work as part of our collegial research team and take instruction from the team lead.
Open-minded, flexible, and willing to listen to other people’s opinions.
Work independently, leveraging strong problem-solving skills and sound judgment.
Effectively prioritize deliverables, provide sound advice, and consistently meet deadlines in a sometimes-demanding environment.
Motivated by collective success.
Values matter to you.
Bring your real self to work and you live our values - trust, teamwork, and accountability.
Legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Analytical Thinking
Financial Analysis
Group Problem Solving
Investment Products
Professional Presentation
Researching
Research Reporting
Wealth Management

Nice To Haves

CFA designation
Experience with FactSet and Bloomberg preferred.
Robust knowledge of current IT internet technology and innovation trends, particularly artificial intelligence tools, digital tools

Responsibilities

Learn and adapt the CIBC Core Growth team’s Seven Step Investment Process.
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.
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.
Model company financial statements and apply range of values analysis using a DCF based framework.
Maintain quarterly summaries on assigned companies that are archived with models.
Assist with team needs for building custom reports in FactSet and other related reporting needs.
Contribute to the development of client marketing materials and collateral.
Travel and present to prospective and existing clients and discuss the stocks in the portfolio based on the team’s seven step investment process.

Benefits

Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave and Vacation)
Holidays
401(k)
Incentive pay
Banking benefits
A benefits program
A vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program.
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.