Portfolio Associate, Global Credit Finance

Portfolio Associate, Global Credit Finance

At CIBC, 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.

As a Portfolio Associate in Global Credit Finance (GCF), you play a key role within a collaborative team that manages a multi‑billion dollar portfolio of collateral assets, including Middle Market and Broadly Syndicated Loans, both as an administrative agent and participant lender. You conduct fundamental credit analysis of loans, approve collateral asset levels for lender finance facilities, and oversee portfolio management activities.

This includes managing third‑party data collection vendors and maintaining the internal portfolio management system. You work closely with a dedicated deal team to provide financing facilities to prominent private lenders, large asset managers, and sophisticated pension clients, and collaborate with Clients, Sales/Distribution, Risk, Treasury, and other stakeholders during the screening process for new collateral finance trade opportunities.

• Business Growth & Client Engagement: Contribute to the growth of the GCF credit financing business by supporting Pension, Insurance, Asset Manager, and Hedge Fund clients. Make recommendations on pursuing new Broadly Syndicated Loan (BSL) and Middle Market (MM) loan financing mandates to align with client needs and business objectives.
• Credit Asset Management & Approval: Approve or elevate credit assets for inclusion in existing facilities, ensure decisions align with established procedures, provide insights on initial asset marking and monitor portfolio of loans, conduct detailed fundamental credit analysis of higher‑risk collateral assets, complete periodic portfolio reviews, and stay abreast of industry and economic developments.
• Technology & Data Management: Collaborate with internal systems developers and third‑party partners to create and manage technology tools that identify risk and early warning signals within the collateral asset portfolio, ensuring lender data is regularly uploaded for accurate portfolio management.
• Collaboration & Governance: Work transparently with partners across Capital Markets Risk Management, Treasury, Accounting, Tax, and Legal. Demonstrate understanding of regulatory issues, maintain compliance, and adhere to CIBC’s corporate governance practices.

• Minimum 2+ years related experience in lender finance, corporate lending, leveraged finance, corporate finance, risk management or credit portfolio management.
• Knowledge of leveraged lending and lender finance loan structures and related documentation. Familiarity with loan warehousing, CLO structures and third‑party vendor products is an asset.
• Digitally savvy with intermediate‑to‑advanced Excel and VBA expertise, and working proficiency in Python and SQL to develop data solutions and streamline portfolio management processes.
• Excellent communication, time‑management, and client‑service skills, able to collaborate across multiple teams and deliver high‑quality work within tight deadlines.
• Dedicated to delivering an exceptional client experience, proactively understanding client needs, resolving issues efficiently, and exceeding expectations.
• Thrives in dynamic, growth‑oriented environments and embraces continuous learning and innovation.
• Values matter: trusts, teamwork, and accountability in alignment with CIBC values.

• Competitive salary, incentive pay, banking benefits, benefits program*, defined benefit pension plan*, employee share purchase plan, vacation offering, wellbeing support, and Moment Makers, our social, points‑based recognition program.
• Modern spaces and technological toolkit to innovate.
• Cultivated culture with initiatives like Purpose Day—a paid day off dedicated to growth and development.
• Subject to plan and program terms and conditions.

• CIBC is committed to an inclusive environment. If accommodations are required, contact Mailb
• All roles posted are opportunities actively being recruited for unless stated otherwise.
• Legal eligibility to work in the specified location(s) and valid work or study permit where applicable.
• You may be asked to complete attribute‑based assessments and other skills tests (simulation, coding, French proficiency).
• We use artificial intelligence tools during recruitment; our goal is to understand more about you.

Toronto – 161 Bay St., 5th floor

Regular

37.5

• Analytics Insights, Business Direction, Client Service, Communication, Corporate Lending, Credit Portfolio Management, Excel Databases, Finance, Finance Industry, Global Market, Identifying Opportunities, Marketing Strategies, Portfolio Management, Portfolio Reviews, Risk Management, Sales, Structured Products, VBA Macro