Analyst, Leveraged Finance Portfolio Management, Corporate Banking

CIBC • New York, NY

2d • $115,000 - $135,000

About The Position

The US Leveraged Finance Portfolio Management team works with financial sponsors and corporate clients to provide leveraged finance solutions and lending capabilities. Part of CIBC Capital Markets, the team supports execution of sponsor-backed leveraged finance transactions and manages a growing portfolio. The Analyst supports transactions for new and existing clients, prepares credit materials, provides analytical and structuring support, conducts due diligence, assists with client onboarding, monitors borrowers, and analyzes market data and transactions. The role is based at 300 Madison Ave, Floor 8, New York, NY. The work arrangement, including the proportion of onsite and remote work, will be discussed during the interview.

Requirements

• 1–2 years of experience in leveraged finance, a ratings agency, investment banking, or portfolio management.
• Strong verbal and written communication skills and the ability to grasp complex concepts quickly.
• Strong understanding of credit analysis and accounting principles, with the ability to analyze and interpret financial statements.
• Demonstrated ability to contribute to high-performance teams.
• Ability to manage multiple projects simultaneously and take initiative; highly analytical, detail-oriented, collaborative, proactive, and accurate.
• Willingness to work extended hours in a high-pressure, high-reward environment.
• Confidence interacting with other CIBC groups and team members at various levels.
• Proficiency with Excel, Word, and PowerPoint.
• Digital savvy, with interest in innovative solutions and adapting to new tools and trends.
• Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Responsibilities

• Assist with execution of leveraged finance transactions, including LBOs, recapitalizations, and refinancings for new and existing clients.
• Draft and prepare pre-screen memos and credit approval packages, including credit strengths, risks, and appropriate mitigants.
• Provide analytical and structuring support to senior professionals, including building cash flow, risk rating, and return models.
• Build detailed financial and cash flow (LBO) models, including supportable assumptions and downside cases.
• Conduct detailed due diligence with senior members of the Global Leveraged Finance team and other business areas, including working in data rooms.
• Work with internal partners to onboard new clients to CIBC platforms.
• Monitor a portfolio of borrowers and provide quarterly, semi-annual, and annual portfolio reviews and enterprise risk reporting.
• Collect, assemble, and analyze market data and transactions; maintain the lender base of deals and lender relationships.
• Collaborate with the platform’s Managing Director, Executive Directors, Directors, and Analysts; interact with Investment Banking, Debt Capital Markets, Bank USA, other Corporate Banking groups, and Credit and Risk Management.

Benefits

• Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
• Paid time off, including sick leave, parental leave, and vacation, as well as holidays.
• 401(k).
• Potential eligibility for incentive compensation, which may include a discretionary bonus.
• Banking benefits, wellbeing support, and a vacation offering.
• Purpose Day, a paid day off for personal growth and development.
• MomentMakers social, points-based recognition program.
• Accessible candidate experience and accommodation support.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed