Associate, Balance Sheet Optimization, Corporate & Investment Banking

Location: New York

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered  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 CIBC.comWhat You’ll Be Doing The Associate, Balance Sheet Optimization will support the team in enabling growth across CIBC’s Corporate & Investment Banking businesses. The role will provide analytical, reporting and execution support to help transaction teams manage balance sheet, funding, risk and capital constraints while maintaining the Bank’s risk appetite. Working in a lean and evolving team, the Associate will gather and reconcile data, prepare recurring management materials, evaluate transaction and portfolio economics, coordinate execution work streams and help develop scalable tools and processes.

How You’ll Succeed Solutions, Portfolio and Returns Support Support the evaluation of transaction, client and sector constraints and the identification of opportunities to optimize balance sheet by preparing financial, portfolio, and scenario analysis for potential solutions, including assessment of economics, capital impact, funding considerations, return implications and execution costs.

Maintain detailed views of the transaction pipeline, portfolio roll-off, concentrations, available capacity and progress against balance sheet, capital and funding objectives.

Support new-deal and portfolio reviews by coordinating with stakeholders, preparing materials, tracking follow-up and analyzing client and transaction returns, resource utilization and potential remediation opportunities.

Coordinate data requests, approvals, documentation and action items across front-office and control partners, maintain execution trackers and help advance optimization initiatives through completion.

Reporting and Capability Development Gather, reconcile and quality-check data from multiple sources, while maintaining the underlying spreadsheets, data sets, process documentation and controls needed for accurate and timely reporting.

Prepare concise management presentations and dashboards covering pipeline and portfolio constraints, optimization opportunities, transaction status, realized benefits and key decisions.

Support technological advancement and continuous improvement of tools, reporting and workflows, including the practical use of AI and automation to develop more scalable capabilities.

Senior Team Support and Coordination Provide day-to-day analytical and execution support, allowing senior team capacity to focus on complex transactions, stakeholder engagement and strategic priorities.

Prepare briefing materials, meeting notes, decision logs and follow-up items for discussions with business leaders, transaction teams and control partners.

Respond to ad hoc analytical requests, coordinate inputs from relevant stakeholders and deliver accurate work within agreed timelines.

Develop subject-matter expertise across capital, returns, funding and risk topics and progressively assume ownership of defined analyses, reporting processes and execution work streams.

Who You Are The successful candidate will combine strong analytical capability, attention to detail and commercial judgment with an interest in corporate credit, transaction execution and balance sheet optimization.

Typically 3–6 years of relevant experience in corporate banking, investment banking, credit risk, loan distribution, structuring, portfolio management, capital management or a related analytical role. CFA, MBA or other relevant professional…