Associate Equity Analyst

CIBC•Boston, MA

1d•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 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 FactSet, Bloomberg, and superior Excel modeling skills will be a standout.

Requirements

You have a Master of Business Administration (MBA) Degree.
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 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 an expert using Excel, Word, and PowerPoint.
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 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.
You bring your real self to work and you live our values - trust, teamwork, and accountability.
Robust knowledge of current IT internet technology and innovation trends, particularly artificial intelligence tools, digital tools, in addition to superior Excel modeling skills.

Nice To Haves

CFA designation
Experience with FactSet and Bloomberg

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

Competitive total rewards package
Incentive compensation plan
Discretionary bonus component
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)
Banking benefits
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