Associate, Portfolio Management Specialist
Associate, Portfolio Management Specialist
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Job Description
Were building a relationshiporiented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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 Youll Be Doing
As part of the Structured Equity Finance (SEF) team youll contribute to managing and monitoring the performance of the Equity Margin Loan and Private Capital NAV Financing portfolio. As an Associate Portfolio Management Specialist youll support the Executive Director by ensuring accurate reporting compliance and proactive credit risk management for SEFs loan trading and collateral portfolio. Youll participate in the execution of syndicated transactions collaborating with internal teams and external stakeholders to achieve seamless results. Youll also contribute to collateral monitoring by preparing detailed reports reconciling discrepancies across systems and escalating concerns when needed. Your role will require attention to detail an analytical mindset and strong communication skills to succeed in a dynamic and fastpaced environment.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work youll be onsite fulltime.
How Youll Succeed
Portfolio Oversight and Credit Risk Management Youll contribute to the active ongoing management of the SEF portfolio by analyzing credit migration trends conducting annual credit reviews and preparing quarterly portfolio and collateral reviews. Youll track compliance with financial covenants process amendment and waiver requests and respond to ad hoc internal requests regarding portfolio composition and exposure. Youll also participate in proactive credit monitoring by reviewing covenanted financial and transaction information and assessing market developments to manage their potential impact on the portfolio
Collateral Monitoring and Reporting Youll monitor the performance of collateral for active deals ensuring compliance with loantovalue (LTV) requirements and other risk metrics. Youll prepare detailed reports for business and risk teams highlighting trends key insights and actionable recommendations. Youll reconcile discrepancies across systems to improve data consistency and escalate concerns related to collateral performance or risk indicators to appropriate stakeholders.
Operational Excellence Youll ensure accurate processing of transactions and updates within internal systems while adhering to organizational policies and procedures. Youll stay informed on operating protocols (e.g. Risk Legal) to ensure compliance and support the execution of amendments refinancing and new transactions as required.
Syndicated Transactions Youll coordinate the review and validation of compliance certificates and cash flow sweep/required amortization calculations prior to distribution to lenders. Youll liaise with stakeholders including clients and other lenders to address questions related to collateral values calculations and required amortization. Youll also collaborate with Agency Services to post calculations and updates to deal websites for lender groups and respond to inquiries from syndicate members regarding collateral and cash flow sweep calculations.
Who You Are
You have a bachelors degree in Finance Business or Economics. Advanced certifications like CFA or CPA are an asset.
You give meaning to data. You excel at analyzing trends identifying risks and providing actionable insights to support portfolio management. You enjoy investigating complex problems and making sense of information and you communicate detailed findings in a meaningful way to drive decisionmaking.
You can demonstrate experience in analyzing and interpreting financial statements cash flow metrics and leverage ratios. Its an asset if you have experience with Margin Loans and NAV based lending.
Youre motivated by collective success and thrive in a team environment. You work effectively with crossfunctional teams to achieve shared goals knowing that teamwork can transform a good idea into a great one. You value inclusivity and foster an environment where collaboration brings visions to life.
You know that details matter. You notice the small things that others might miss ensuring accuracy and consistency in your work. Your critical thinking skills help to inform your decisionmaking and maintain high standards of precision in everything you do.
You embrace and advocate for change by continuously evolving your thinking and the way you work to deliver your best. Youre comfortable navigating changing priorities and market conditions maintaining focus and consistently delivering results in dynamic and fastpaced environments.
Values matter to you: You bring your real self to work and live our valuestrust teamwork and accountability.
#LITA
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* defined benefit pension plan* an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social pointsbased 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
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 attributebased assessment and other skills tests (such as simulation coding French proficiency 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
Toronto161 Bay St. 5thEmployment Type
RegularWeekly Hours
37.5Skills
Accountability Accounting Analytics Insights Business Direction Client Service Communication External Clients Finance Financial Analysis Global Market Marketing Strategies Portfolio Management Sales Structured ProductsRequired Experience:
IC
Employment Type
Full-Time
