Executive Director, Portfolio Management, Fund Finance, Innovation Banking

Were building a relationship-oriented 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 an Executive Director Innovation Banking you will be involved with aspects of underwriting managing and reporting on client accounts. Your role will include regular monitoring of a portfolio of Innovation Banking loan accounts to ensure compliance with all agreed terms assist in the development of portfolio monitoring tools and databases to track collateral and borrower performance analyzing due diligence results to assist in validating lending eligibility and assist in the preparation of credit applications and other credit correspondence.

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 Youll Succeed

• Portfolio Management Assist in the management of a portfolio of loan accounts while ensuring reporting requirements are met financial covenant tests are completed and comprehensive credit reviews are prepared and submitted to the risk group. Assist in processing client request and submitting reviews to the risk group. Coordinate and review loan advances based on borrowing base availability and compliance of documents submitted by borrowers. Assist in the development of portfolio monitoring tools and databases as well as support ongoing maintenance and updates. Monitor market trends and closely track the private equity venture capital and investor specific industries to assess and manage risk.

• Management Reporting Assist in the collection of information on accounts to provide management proactively report on problems or issues complete reviews and assist in the presentation of analysis on borrowers financial condition.

• Credit Management Assist in the preparation of recommendations on credit submissions and investment proposals and presenting to senior management and answering any questions or addressing comments. Assist in the comprehensive due diligence process on live transactions including collection and spreading of data assisting in the preparation of credit memoranda and other credit correspondence. Assist in working with the Business Development team throughout the underwriting process for new transactions complete credit correspondence review documentation set up reporting etc.

• Client Interfacing Assist in appropriately addressing borrowers requests in a timely manner and ensure that any related credit applications are completed accurately and in a timely manner. Proactively assess your clients needs and propose solutions to deliver to meet those needs. Provide continued partnership and support to your clients through understanding their goals and objectives.

Who You Are

• You have experience. 7-10 years of work experience preferably in commercial credit analysis commercial.

• You have a degree. BS/BA Degree in Finance Statistics Math or Economics; MBA a plus CFA a plus

• You have the ability to conduct credit analysis to underwrite a capital call line of credit utilizing collateral financial and documentary information.

• You have understanding of the venture capital / private equity fund ecosystem is a plus.

• You can work independently and quickly gain a thorough knowledge of CIBCs banking operations and processes.

• You have strong organizational and time management skills and excellent verbal written interpersonal communication and facilitation skills to help lead meetings with clients counsel or other project contributors or stakeholders.

• You are a self-starter with a proven ability to manage multiple priorities and to work independently.

• You have good communication interpersonal & team skills. You are comfortable with working both with a small fast pace fast growing team as well as in a greater cross-border multi-cultural team-based environment.

• You are highly motivated perseverant and resilient in pursuing objectives despite challenges.

• You are collaborative. Must be able to collaborate with all related business partners internally and externally.

• You demonstrate proficiency working with Microsoft Office applications (specifically Outlook Excel Word and PowerPoint) and comfort working with databases.

• You have knowledge of SAS SQL or other data management computer language is a plus but not required

• You have the ability to travel as needed.

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

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

• 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

Employment Type

Weekly Hours

Skills