CIBC US · 1 day ago
Portfolio Associate, Global Credit Finance
New York, NY
Full-time
Onsite
Entry, Mid Level
$150K/yr - $185K/yr
2+ years expCIBC is a relationship-oriented bank dedicated to doing what's right for clients. The Portfolio Associate in Global Credit Finance will manage a multi-billion dollar portfolio, conduct credit analysis, and collaborate with various stakeholders to facilitate financing for clients in the financial sector.
BankingFinancial Services
Responsibilities
Contribute to growth in the GCF credit financing business for our Pension, Insurance, Asset Manager and Hedge Fund clients
Make recommendations on pursuing new BSL/MM loan financing mandates
Approve or escalate credit assets for inclusion in existing facilities in accordance with established procedures
Provide a view on initial asset marking and monitor a portfolio of loans to ensure marks remain appropriate in accordance with terms of loan documents
Conduct more detailed fundamental credit analysis of higher risk collateral assets
Complete periodic portfolio reviews for existing transactions
Remain current on industry and economic developments to understand potential impact on portfolio loans
Collaborate with internal systems developers and third party partners on the creation and management of technology tools to better identify risk and identify early warning signals within the collateral asset portfolio
Ensure lender data is regularly uploaded to technology tools
Work in the spirit of transparency and collaboration with our partners in Capital Markets Risk Management, Treasury, Accounting, Tax and Legal
Demonstrate a keen understanding of current and developing regulatory issues, as well as CIBC policies, guidelines and procedures
Work effectively within CIBC’s corporate governance practices and policies to ensure that all potential risks are appropriately addressed and that CIBC legal/reputational issues and shareholder objectives are covered
Qualification
Required
Minimum 2+ years related experience in lender finance, corporate lending, leveraged finance, corporate finance, risk management or credit portfolio management
Working knowledge of leveraged lending and lender finance loan structures and related loan documentation
Intermediate to advanced knowledge of Excel and VBA
Working proficiency in Python and SQL
Superior communication and time management skills
Demonstrated commitment to client satisfaction
Enthusiasm for learning new things and being part of a dynamic, growth-oriented team
Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability
Preferred
Familiarity with loan warehousing and CLO structures is an asset
Familiarity with third party vendor products for the lender finance industry is an asset
Benefits
Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
Holidays
401(k)
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
1001-5000 employees
H1B Sponsorship
CIBC US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (35)
2024 (42)
2023 (29)
2022 (11)
2021 (77)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2025-07-25
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