17 часов назад
Associate Vice President & Equity Analyst
100 000 - 160 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Vice President & Equity Analyst (U.S. Core and Growth Equities): Researching U.S. equities across market capitalizations using a fundamental Seven Step Investment Process, with an accent on industry analysis, financial statement analysis, valuation, and ESG analysis. Focus on building DCF-based financial models, initiating and monitoring stock coverage, and presenting investment theses to clients.
Location: On-site full-time in Boston, MA; research and client travel required. Candidates must be legally eligible to work at the specified location and may need a valid work or study permit.
Salary: $100,000–$160,000 per year, based on experience, qualifications, and location, plus potential incentive compensation.
Company
is a relationship-oriented bank building investment capabilities through its CIBC Core Growth equity franchise.
What you will do
- Learn and apply the team’s fundamental Seven Step Investment Process.
- Initiate stock coverage through research reports, team debate, and follow-up analysis.
- Research companies, market data, industry trends, filings, management teams, and ESG factors.
- Build financial statement models and perform DCF-based range-of-values analysis.
- Maintain quarterly company summaries and create custom FactSet reports.
- Develop client materials, travel to meet clients and prospects, and present portfolio stock analysis.
Requirements
- MBA degree required; CFA designation is an asset.
- Several years of financial services experience before graduate school, ideally with a buy-side investment firm.
- Strong written, verbal, interpersonal, analytical, problem-solving, and judgment skills.
- Expertise in Excel, Word, and PowerPoint; FactSet and Bloomberg experience preferred.
- Strong interest in stock investing, curiosity, independence, teamwork, and the ability to meet deadlines.
- Full-time on-site work in Boston is required.
Culture & Benefits
- Medical, dental, vision, health savings account, life and disability insurance.
- Paid sick leave, parental leave, vacation, and holidays.
- 401(k), banking benefits, incentive pay, wellbeing support, and recognition programs.
- Professional growth opportunities, including a paid Purpose Day for development.
- Inclusive and accessible candidate experience.
Hiring process
- Applicants may complete an attribute-based assessment and skills tests, including simulation, coding, or Microsoft Office assessments.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
2 дня назад
Investment Banking Associate II (M&A and Capital Markets)
195 000 - 200 000$
6 дней назад
Associate, Banker-Industry/Country Coverage (Finance)
175 000 - 225 000$
14 часов назад
Investment Strategy - Associate (Fintech)
90 000 - 130 000$
2 дня назад
Equity Research Associate, Healthcare Sector (Biopharma)
80 000 - 150 000$
4 дня назад
Associate, Financial Planning & Analysis (Fintech)
70 000 - 105 000$
4 дня назад
Associate - Financial Advisory Services
114 000 - 125 000$