Ankur Jain

Senior Investment Analyst @CIBC

Toronto, ON, CA

Generate investment ideas for six investment portfolios with a combined AUM exceeding CA$5 billion, collaborating with the investment team to drive strategy and performance.• Lead asset allocation meetings for the investment committee, defining strategic and tactical positioning and establishing risk parameters for the portfolio suite.• Conduct fundamental research and analysis on US and Canadian companies within the Technology and Communications sectors, generating actionable investment ideas for portfolio inclusion.• Develop and maintain comprehensive financial models and valuation analyses to underpin investment decisions and monitor portfolio holdings.• Author and present well-reasoned investment theses and in-depth industry reports to portfolio managers, internal stakeholders, and clients to guide investment strategy.• Enhance client knowledge and engagement by delivering daily, weekly, and monthly market commentary on key events and equity trends.• Serve as a key point of contact for client inquiries and ad-hoc projects, consistently earning recognition for value-added insights and exceptional service.• Awarded the prestigious CIBC Annual Achievers Award for exceptional contributions to the firm\'s success.

Indus Business Academy

Master of Business Administration - MBA, Finance