Associate Equity Analyst

CIBC

Boston, MA, US
Base: $100,000 - $160,000; bonus/equity: eligible ...
Master of business administration (mba) degree
Fundamental seven step investment process
Factset and bloomberg proficiency
This role involves mentoring and training in a specific fundamental Seven Step Investment Process focused on U.S. Core and Growth equities

Job Summary

  • This role involves mentoring and training in a specific fundamental Seven Step Investment Process focused on U.S. Core and Growth equities.
  • The successful candidate will launch stock coverage, perform ongoing industry research, and present investment theses to prospective and existing clients.
  • CIBC offers a competitive total rewards package including a salary range of $100,000 - $160,000, incentive compensation, and comprehensive benefits.

Matching Summary

This role involves mentoring and training in a specific fundamental Seven Step Investment Process focused on U.S. Core and Growth equities.

Salary

Base: $100,000 - $160,000; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus; Benefits: Medical, Dental, Vision, 401(k), Paid Time Off

Skills & Requirements

Must-have

  • Master of Business Administration (MBA) Degree
  • Fundamental Seven Step Investment Process
  • FactSet and Bloomberg proficiency
  • Advanced Excel financial modeling skills
  • U.S. Core and Growth equities research

Nice-to-have

  • CFA designation preferred
  • Prior buy side investment firm experience
  • Knowledge of AI tools and digital trends
  • Strong verbal and written communication
  • Ability to travel for client engagements

Key Requirements

  • MBA Degree required
  • Several years of prior financial services experience
  • Legal eligibility to work in the United States

Work Rights

Must be legally eligible to work at the location(s)

Tailored Resume

Cover Letter