Manager, Finance & Portfolio Analytics
About The Position
As the Manager, Finance & Portfolio Analytics, you’ll play a pivotal role in supporting the CIBC US portfolio through comprehensive analyses and reporting activities that occur weekly, monthly, and quarterly. You’ll assess portfolio risk, monitor performance, develop KPIs, optimize credit exposure, and deliver data-driven recommendations to guide sound business decisions while ensuring alignment with CIBC’s risk tolerance and regulatory standards. You’ll build and manage relationships with business and finance teams, collect and clean data from multiple sources, generate reports for risk monitoring, and implement logic for interactive dashboards to provide actionable insights. Applying your finance expertise, you’ll create queries and conduct post-analysis to enable robust business intelligence capabilities across the organization. At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 2-3 days per week on-site, while other days will be remote.
Requirements
- 2-5 years of experience in finance, risk management, portfolio analytics, or reporting within a major bank or related environment.
- Bachelor’s or Master’s degree in economics, statistics, finance, analytics, computer science, MBA, or a related field.
- Excellent skills with Excel, VBA, SQL, Power BI, Tableau, and other reporting frameworks.
- Solid proficiency in Python and/or R, and the associated analytics packages, is required for this role.
- Bring your real self to work, and you live our values - trust, teamwork, and accountability.
Nice To Haves
- CPA, CFA, or FRM designation (completed or in progress) is considered an asset.
- Exposure to third-party tools such as Microsoft Azure, Tableau, Python Plotly, and strong research and analytical skills are considered assets.
Responsibilities
- Drive cross-functional analytics initiatives by proactively partnering with Finance, Risk, Line of Business (LOB) leaders, and other key stakeholders to identify high-impact opportunities and deliver data-driven solutions.
- Lead multiple concurrent initiatives with minimal oversight, often serving as the primary point of contact for executive stakeholders.
- Compile data to support diverse reporting requirements related to credit risk and financial statement analysis, generating regularly scheduled and ad hoc reports as needed.
- Gather and clean data from multiple sources using SQL queries and process information with programming languages to develop reporting dashboards.
- Support analytics for RWA, Regulatory Capital, Economic Capital, and contribute to the production of various risk reports.
- Assist team members in advancing analytical capabilities and participate in ongoing ad hoc risk analyses.
- Draft clear and concise documents describing all developed and developing models within the division.
- Create professional PowerPoint presentations or Power BI dashboards to deliver regular reports and special project proposals to senior management.
- Provide guidance and mentorship to analysts on the team, fostering skill development, ensuring analytical rigor, and elevating the quality and impact of deliverables.
- Collaborate effectively and follow up to ensure achievement of deadlines, outcomes, and results.
Benefits
- competitive salary
- incentive pay
- banking benefits
- a benefits program
- defined benefit pension plan
- an employee share purchase plan
- a vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
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What This Job Offers
Job Type
Full-time
Career Level
Manager
