Analyst, EIT, Global Investment Banking

About the Role

The Energy, Infrastructure, & Transition (“EIT”) team provides investment banking services to existing and prospective clients in the power, utilities, renewables, infrastructure, midstream, upstream energy, and energy transition sectors. The team has a global coverage strategy across North America, Europe, Latin America, Asia, and Australia. Our client-centric approach incorporates M&A and other financial advisory services with full access to the debt, equity and loan capital markets. The team also delivers complex risk and hedging solutions to clients.

Key Responsibilities

• Assist in executing all facets of the group’s mandates.
• Conduct industry research and analysis to assist in the identification and/or analysis of investment banking business opportunities.
• Play a key role in the preparation of client proposals, pitches, and the execution of new and existing client mandates.
• Develop and audit sophisticated financial models.
• Participate in cross-functional teams and liaise with other units of CIBC Capital Markets in executing mandates or preparing proposals for clients.
• Prepare industry and financial analysis to assist with the development of client recommendations.
• Lead industry comparable value and transaction precedent analyses.
• Assist in company due diligence processes.
• Support senior investment banking colleagues and direct and train analyst teammates.
• Generate transaction ideas/opportunities by leveraging technical and industry knowledge, as well as the geopolitical environment, for discussion with relevant relationship managers and deal/coverage teams.
• Grow internal and external networks by participating in client-focused and/or deal-focused “brainstorming” sessions, liaising with other units of CIBC Capital Markets, developing relationships and actively communicating with clients, and developing and maintaining internal and external networks.
• Provide a broad range of analytical, research, and presentation preparation support.
• Maintain an awareness of clients, industry, regulatory issues, and relevant economic/political trends.
• Apply strengths in quantitative analysis to create and direct complex financial analysis and models, extracting the “big picture” implications.

Requirements & Tech Stack

• Microsoft Excel, Word, PowerPoint.
• Industry technology: CapitalIQ, Refinitiv, FactSet, Bloomberg.

Qualifications

• Undergraduate degree in Finance, Accounting, Mathematics, Engineering, or Economics.
• A minimum of 6 months of previous experience in one or more of investment banking, corporate finance, or private equity.
• Experience must have included meaningful financial modeling and analysis.
• Working knowledge of the power/renewables, utilities, infrastructure, midstream, and/or energy transition sectors as well as direct investment banking experience are assets.
• Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash flow and returns analyses.
• Knowledge of accounting principles relating to financial statement preparation and business combinations.
• Concise, precise, and persuasive writing skills to translate complex financial data into professional and visually engaging content, efficiently communicating data-driven insights.
• Proven ability to pay close attention to detail and multi-task under tight deadlines.
• Strong quantitative technical skills as it relates to basic computer applications.
• Well-developed interpersonal and relationship-building skills.
• Well-developed written and verbal communication skills sufficient to provide detailed explanation and interpretation of factual and conceptual information and ideas related to complex technical and conceptual issues.
• Unquestioned professionalism, ethics, and reputation, and proven ability to exercise strong independent judgment.
• FINRA Series 63 and either Series 7 or 79 license is advantageous.
• SIE (Securities Industry Essentials) required to be completed ahead of the start date if other licenses are not already obtained.