CIBC

Analyst, Leveraged Finance Portfolio Management, Corporate Banking

CIBC$115K — $135K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-2 years of experience in leveraged finance, ratings agency, investment banking or portfolio management
  • Strong verbal and written communication skills
  • Proficient in credit analysis and accounting principles
  • Highly analytical with attention to detail
  • Comfortable collaborating and interacting with varied teams
  • Proficient in Excel, Word, and PowerPoint
  • Digitally savvy, adaptable to new tools and trends

Responsibilities

  • Assist in executing leveraged finance transactions, including LBOs and refinancings
  • Draft credit approval packages with comprehensive credit analysis
  • Provide analytical and modeling support to senior team members
  • Build detailed cash flow models with sound assumptions
  • Conduct due diligence and manage data room activities
  • Onboard new clients to CIBC's platforms
  • Monitor borrower portfolios and prepare periodic reviews
  • Analyze market data and maintain lender relationships

Benefits

  • Comprehensive medical, dental, and vision plans
  • Paid time off, including vacation and parental leave
  • 401(k) retirement plan with company match
  • Access to well-being support programs
  • Opportunity for personalized recognition through MomentMakers program
  • Paid Purpose Day dedicated to personal growth and development
Full Job Description
What You'll Be Doing:

The US Leveraged Finance Portfolio Management team works with financial sponsors and corporate clients of CIBC to provide leveraged finance solutions and lending capabilities. US Leveraged Finance is part of CIBC Capital Markets.

A strong Analyst level candidate is needed to support the US Leveraged Finance Portfolio Management team. The team is responsible for supporting the execution of sponsor-backed leveraged finance transactions and managing the rapidly growing portfolio.

Your responsibilities will include:
  • Assisting in the execution of leveraged finance transactions including LBOs, Recapitalizations and Refinancings for new and existing clients
  • Support the drafting and preparation of cohesive and cogent pre-screen memos and credit approval packages, including developing well thought out credit strengths and risks with appropriate mitigants
  • Providing analytical and structuring support to senior professionals on the Leveraged Finance team including building cash flow models, risk rating models and return models
  • Build detailed financial and cash flow models ("LBO models"), including developing detailed and justifiable assumptions and downside cases
  • Work with senior members of the Global Leveraged Finance team and other business areas to conduct detailed due diligence, including working in data rooms
  • Working with internal partners to onboard new clients to the CIBC platforms
  • Monitoring a portfolio of borrowers including providing quarterly, semi-annual and annual portfolio reviews and enterprise risk reporting
  • Collect, assemble, and analyze market data and transactions and maintain lender base of deals and lender relationships


How You'll Succeed:
  • Demonstrated ability to manage multiple projects simultaneously and take initiative.
  • Highly analytical and detail oriented
  • Be a team player
  • Interact, ask questions and generally be pro-active with team members and other CIBC groups in order to continuously grow your knowledge base and competencies
  • Willing to work extended hours in a high-pressure/high-reward environment.


Who You Are:

Extremely detail oriented, hard worker, seek excellence, can handle multiple things at once, energetic, pro-active and take initiative, write well, ensure accurate calculations in financial models/charts, ask questions, continuously learn from mistakes and don't make the same mistake twice, put thought into everything you do, aren't afraid to speak up, review your work before passing it on, format well, ask yourself "does this make sense?", value accuracy over speed, strive for success, have a growth mindset, make yourself invaluable, recognize all the work that you do forms the basis of what is presented to clients, credit groups and management of CIBC and ultimately drives the success of the bank.
  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
  • 1-2 years of experience in leveraged finance, ratings agency or investment banking or portfolio management
  • Strong verbal and written communication skills with the ability to grasp complex concepts quickly
  • Strong understanding of credit analysis, accounting principles and ability to analyze and interpret financial statements
  • Proven ability to contribute to high performance teams
  • Willing to work extended hours in a high pressure/high reward environment
  • Confidence to interact with other groups in CIBC and with team members at various levels
  • Well versed in Excel, Word and PowerPoint
  • Digitally savvy, seeking out innovative solutions and adapting to new tools and trends.
  • You value collaboration and understand the power of an inclusive team that works together to create a shared vision.


Cross-Functional Relationships:
  • This job works with the platform's Managing Director, Executive Directors, Directors and Analysts
  • This job interacts continuously with other CIBC's businesses, including Investment Banking, Debt Capital Markets, Bank USA and other Corporate Banking groups
  • This job liaises with Credit and Risk Management


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.

#LI-TA

Job Location
NY-New York, 300 Madison Ave Fl 8

Employment Type
Regular

Weekly Hours
40

Skills
Analytical Thinking, Business Development, Client Service, Financial Markets Analysis, Financial Modeling, Industry Research, Portfolio Analysis, Strategic Objectives, Team Player, Teamwork, Wealth Management

About CIBC

The Canadian Imperial Bank of Commerce is a Canadian multinational banking and financial services corporation headquartered in Toronto, Ontario. The bank is headquartered at Commerce Court in the city's Financial District. CIBC's Institution Number is 010, and its SWIFT code is CIBCCATT. It is one of two Big Five banks founded in Toronto, the other being the Toronto-Dominion Bank. The Canadian Imperial Bank of Commerce was formed through the June 1, 1961, merger of the Canadian Bank of Commerce and the Imperial Bank of Canada, the largest merger between chartered banks in Canadian history. The bank has four strategic business units: Canadian Personal and Business Banking, Canadian Commercial Banking and Wealth Management, U.S. Commercial Banking and Wealth Management, and Capital Markets. It has international operations in the United States, the Caribbean, Asia, and United Kingdom; Globally. CIBC serves more than eleven million clients, and has over 40,000 employees. The company ranks at number 172 on the Forbes Global 2000 listing.
Learn more about CIBC
Market Cap
$43.5 billion
Industry
Founded
1867
5 Year Trend
+8.8%

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