Associate, Portfolio Management
Job Summary
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
STRATEGIC BUSINESS UNIT DESCRIPTION
Corporate Banking within CIBC Capital Markets provides integrated lendingstructuringand risk management solutions to corporate and project finance clients across Europe. The platform supports origination underwriting and portfolio management of transactions across energy infrastructurerenewablesand broader asset-based sectors working closely with Investment Banking Debt CapitalMarketsand Global Markets.
JOB PURPOSE
The Associate Portfolio Management supports the active management and monitoring of a portfolio of corporate project finance and structured finance assets across Europe. The role focuses on detailed credit analysis financialmonitoringand execution support across the transaction lifecycle including amendments waivers and refinancings. The Associate works closely with senior portfolio managers and cross-functional teams to ensure robust risk managementtimelydelivery of analysis and compliance with internal and external requirements.
KEY ACCOUNTABILITIES
Portfolio Management & Risk Oversight
Manage a portfolio of complex structured finance loans (including construction and operational assets) and corporate facilities ensuring continuous monitoring of credit performance and compliance with financing terms.
Evaluate borrower performanceidentifyemergingrisksand proactively manage credit exposures in line with internal risk frameworks and risk appetite.
Track borrower reporting obligations review financials budgets and operating reports and coordinate risk ratings with Risk Management.
Transaction & Lifecycle Management
Undertake the evaluation and execution of amendmentwaiverand consent requests including preparation of detailed credit analysis and coordination of approval processes.
Review and report on construction monitoring including drawdown reviews and coordination with technicallegaland financial stakeholders.
Support term conversions refinancings and restructuring processes ensuringappropriate internalcoordination and risk assessment.
Execution Support & Client Interaction
Support deal teams in the execution of new transactions refinancings and syndications including due diligence and post-closing activities.
Engage with clients sponsorslendersand advisors torepresentthe Banks interests andmaintainstrong working relationships.
Governance & Operational Management
Maintain credit files ensure KYCcomplianceand support audit and regulatory requests.
Coordinate legal documentation processes and ensure alignment with credit approvals.
Support internal initiatives including policy development systemsenhancementsand process improvements.
Leadership & Stakeholder Management
Work collaboratively within the portfolio management team supporting senior colleagues in delivery ofobjectives.
Collaborate across functions to ensure efficient delivery of portfolio and transactionobjectives.
CROSS-FUNCTIONAL RELATIONSHIPS
Work closely with Corporate Banking London and European teams to support portfolio oversight and transaction execution.
Partner with Credit Risk Management Legal Operations Finance and Tax teams on credit approvals and transaction lifecycle management.
Collaborate with Investment Banking Debt Capital Markets and Global Markets to deliver integrated client solutions.
Engage externally with sponsors borrowers technical advisors legalcounseland syndicate banks.
COMPLIANCE REQUIREMENTS/RESPONSIBILITIES
As an employee of CIBC the incumbent must comply with all applicable CIBC and Line of Business policies standards guidelines and controls.
AUTHORITIES/DECISION RIGHTS
Provide analytical input into credit decisions including amendmentswaiversand restructurings.
Identifyand escalate risks including borrower performance issues and financial concerns.
Contribute to process improvements and operational efficiencies.
JOB DIMENSIONS
Management of a portfolio of structured/project finance assets across multiplejurisdictionsand sectors.
Regular interaction with senior internal stakeholders and external counterparties.
Responsibility for complex credit assessments and transaction lifecycle management.
KNOWLEDGE AND SKILLS
Typically35 years experience in project finance structuredfinanceor credit/portfolio management.
Strong financial analysis capability with exposure to complex financing structures.
Proficiencyin financial modelling and cash flow analysis.
Understanding oflegal documentation and financing agreements.
Strong communicationand stakeholder coordination skills.
Knowledge of energyinfrastructureand project finance sectors preferred.
High attention to detail and ability to manage multiple priorities in a fast-paced environment.
WORKING CONDITIONS
This role operates within a normal office environment.
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
Job Location
150 Cheapside 3rd FlrLondonEmployment Type
RegularWeekly Hours
35Skills
Analytical Thinking Banking Business Development Business Finance Capital Markets Corporate Banking Credit Risk Management Credit Risks Customer Experience (CX) Financial Modeling Financial Statement Analysis High Net Worth Individuals Internal Stakeholders Investment Banking Loan Portfolio Management Researching Stakeholder Management StructuringRequired Experience:
IC