Portfolio Administrator - Analytical Specialist (Private Credit)
About The Position
The primary purpose of the Sr. Portfolio Administrator is to ensure objectives related to internal portfolio management are met, in addition to supporting the workflow of the Commercial Team of GPMs, PMs, RMs and commercial lending associates. This position will provide approval within established guidelines for daily credit/portfolio administrative activity. As a Senior Portfolio Administrator within CIBC's Commercial Banking team, you'll play a pivotal role in supporting portfolio management and risk oversight activities. You'll work closely with internal partners and stakeholders to maintain accurate client portfolio data, assist with financial reporting and covenant record keeping, and prepare insightful trend reports that inform business decisions. Your expertise in risk management will be instrumental in producing portfolio analyses, supporting credit reviews and regulatory exams, and contributing to market update reports. Leveraging your advanced analytical skills, you'll help drive improvements in reporting efficiency and ensure the accuracy and integrity of portfolio data. Additionally, you'll mentor team members and foster a culture of compliance and accountability aligned with CIBC's risk culture and values. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
Requirements
- Extensive experience in portfolio administration, risk management, or commercial banking, ideally within a financial institution.
- Analytical and detail-oriented with the ability to analyze complex data sets, synthesize information into actionable insights, and ensure accuracy in all deliverables.
- Advanced proficiency in Microsoft Excel and financial modeling techniques.
- Ability to build strong relationships across business functions and work effectively with cross-functional teams to achieve common goals.
- Enjoy sharing knowledge and supporting the growth and development of team members.
- Bring your real self to work, and live CIBC's values - trust, teamwork, and accountability.
- Legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.
Responsibilities
- Update and correct client data, maintain records of financial reporting and covenants, and assist in preparing quarterly reviews and CAMP reports.
- Produce monthly and quarterly borrower trend cards and portfolio trend reports, supply data and analysis for credit reviews and regulatory exams and contribute to market and portfolio update reports.
- Prepare collateral value adjustment analyses, leverage advanced Microsoft Excel and financial modeling skills to support analytical tasks, and develop recommendations for review by senior management.
- Maintain strong partnerships with Credit Risk Management, Enterprise Risk Management, Loan Services, Client Specialists, and Compliance to ensure seamless portfolio administration.
- Mentor and provide situational training support to Associates, Senior Associates, and Portfolio Managers, fostering continuous learning and development.
- Uphold CIBC’s risk culture by following all relevant policies, frameworks, and guidelines, completing mandatory training, and proactively escalating concerns through appropriate channels.
Benefits
- Competitive total rewards package
- Expected salary range of $120,000.00- $160,000.00
- Eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component.
- Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave and Vacation)
- Holidays
- 401(k)
- Other special perks reserved for team members
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- 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
Mid Level
Education Level
No Education Listed
