Senior Investment Analyst

4 days ago


Chicago, Illinois, United States CIBC Full time $125,000 - $190,000

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 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 you'll be doing 

We are currently recruiting for an experienced equity analyst focused on the consumer sector. You will be primarily responsible for research and analysis of the consumer sector for our internal equity investment strategies focused on Equity Income and Growth with AUM exceeding $10 billion and attractive long term track records. As part of the larger Equity team ($40 billion in assets), you will provide information and analysis as needed in support of other internally managed strategies. Our investment strategies have a long-term orientation and quality focus.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. 

How you'll succeed 

1. Equity Research & Analysis

  • Provide equity analysis on consumer sector for the Equity Income and Growth teams.

  • Research and analyze market data, industry trends, filings, and all other necessary data to formulate and support investment theses.

  • Model company financials and apply applicable valuation metrics.

  • Maintain brief investment thesis summaries on sector companies.

  • Develop clear, strategic analysis of companies that provides fresh investment insights to portfolio management team.

2. Investment Recommendations

  • Provide a flow of well thought out new investment ideas for our strategies.

  • Work closely as part of the Equity team to recommend position changes within strategies under strategy guidelines and investment process.

  • Write rationales for purchases and sales and post on internal portal.

  • Communicate rationale for company recommendations to portfolio managers, as well as sector themes and broader investment insights.

3. Monitoring & Internal Engagement

  • Actively monitor companies under coverage and communicate important changes in a timely manner.

  • Provide analytical and other support to investment team members.

  • Provide input in response to Relationship Manager requests.

  • Leverage your network of company officers and other sources while conducting frequent face-to-face meetings with company management.

Who you are `

  • You have a Bachelor's Degree. It's an asset if you have CFA designation.

  • You have 5+ years of US equity analysis and/or relevant industry experience (consumer sector experience preferred).

  • You have knowledge of sector and industry trends, competitive issues, fundamentals, as well as knowledge of individual companies.

  • You can demonstrate strong analytical capabilities and investment success.

  • You have strong interpersonal skills, along with written and verbal communication skills, to effectively communicate in person and over the phone with a variety of individuals at a variety of levels.

  • You work independently, leverage strong problem-solving skills, and exercise sound judgment.

  • You are open-minded, flexible, and willing to listen to other people's opinions.

  • You work as part of our collegial research team and take instruction from team members.

  • You solve problems, prioritize work, provide sound advice, and meet deadlines in a sometimes-demanding work environment.

  • You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way. 

  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. 

California residents — your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $125,000 - $190,000 for the Chicago, IL market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. 

#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 a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based 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 Mailbox.careers-

  • 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 attribute-based assessment and other skills tests (such as simulation, coding, 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

IL - 181 W Madison

Employment Type

Regular

Weekly Hours

40

Skills

Accountability, Analytical Thinking, Documentations, Professional Presentation, Reporting Processes, Researching, Wealth Management, Work Collaboratively

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