CIBC US · 19 hours ago
Associate, CIT Portfolio Management, Corporate Banking
New York, NY
Full-time
Onsite
Mid Level
$150K/yr - $185K/yr
3+ years expCIBC US is building a relationship-oriented bank for the modern world and is seeking a talented Associate for their Corporate Banking team. The Associate will manage and monitor a portfolio of Corporate clients, leading deal execution and ongoing portfolio management.
BankingFinancial Services
Responsibilities
Take over the daily and long-term portfolio management responsibility for a group of Corporate clients within the Consumer, Industrials and Technology, Media, Telecom verticals
Review and evaluation of Borrower Credit/Amendment/Extension requests including preparation of accurate and well analyzed risk analysis/ conclusion, financial modelling and coordination of Credit Application process with Risk Management
Oversee onboarding process for new clients including securing KYC & AML approvals as well as coordination with back office on Admin details and funding instructions to ensure a smooth transaction close
Monitor internal ratings and credit exposure for your portfolio and track on time delivery of Borrower’s compliance statements/financial reporting
Lead Annual Reviews for your portfolio including refresh of internal ratings models and AML / KYC
Proactively update Relationship Management & Risk Management with material news or developments on your client portfolio
Coordinate and support on day-to-day operational matters including loan draws/payoffs, temporary increases, overdraft approvals etc
Coordinate and execute legal documentation in conjunction with internal credit approval
Respond to requests from internal and external Auditors and Bank Examiners
Support with internal reporting or other strategic initiatives including development of internal policies, rating models and other tools
This job in on-site 5 days a week
Qualification
Required
Minimum 3+ years of relevant work experience
A Bachelor's degree is required
Strong work ethic, with attention to detail and creative problem-solving and excellent customer service/relationship skills
Team Player- ability to work in a dynamic team environment where priorities are shifting frequently
Strong analytical capabilities with experience performing financial & credit analyses
Advanced understanding of key accounting and credit concepts
Excellent oral and written communication skills with solid technical writing skills (financial & risk assessments)
Ability to influence discussions with key internal stakeholders including Relationship Management, Risk Management & Portfolio Management leadership, other banks, and Borrowers
Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability
Preferred
MBA or other relevant professional designation is a plus
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)
MomentMakers, our social, points-based recognition program
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
Company data provided by crunchbase