Senior Market Lead - Sponsor Finance Coverage
About The Position
The Senior Market Lead is responsible for acquiring and developing strategic sponsor relationships and generating new business. The role prioritizes externally facing business development, screens and conducts diligence on private equity sponsors, and builds trusted-advisor relationships by providing industry knowledge, market comparisons, diligence introductions, and solutions informed by a holistic view of sponsors’ activities and goals. The position serves as an internal subject matter expert on sponsor relationship and credit needs and helps strengthen CIBC’s presence in the sponsor community and industry associations. The role works closely with commercial Relationship Managers, Leveraged Finance Underwriters, and credit officers to screen opportunities, structure transactions, support credit analysis and approvals, maintain communication as opportunities progress, and assist with negotiations when needed. Responsibilities also include CRM tracking and pipeline forecasting, sponsor pipeline meetings, portfolio reviews and management, and screening and periodic reviews of assigned sponsor relationships.
Requirements
- 10+ years of experience in leveraged finance.
- Proven track record developing and managing client relationships in commercial banking.
- Expertise in loan structuring, business development, and credit quality management.
- Strong financial acumen, including the ability to analyze financial statements, cash flow, and valuation.
- Solid understanding of financial statements and accounting principles, including valuation techniques and cash flow analysis.
- Collaborative approach to client service and building effective internal and external partnerships.
- Active engagement in industry events to maintain current market knowledge and relationships.
- Commitment to ongoing professional development and living CIBC’s values.
- Legally eligible to work at the specified location; a valid work or study permit is required where applicable.
Nice To Haves
- Bachelor’s degree (preferred) or diploma in Business, Finance, Accounting, or a related field.
- Completion of a Commercial Banking Training Program or equivalent is desirable.
Responsibilities
- Acquire new strategic sponsor relationships and meet relationship-development goals, prioritizing external business development.
- Screen private equity sponsors in the assigned coverage area against CIBC’s quantitative and qualitative relationship criteria.
- Conduct ongoing sponsor diligence using third-party reference checks and data aggregation subscription sources.
- Build trusted-advisor relationships through regular sponsor and client contact, providing industry knowledge, leverage and enterprise-value comparisons, diligence introductions, and other value-added support.
- Develop sponsor relationships through idea-generation and a holistic understanding of sponsors’ activities, goals, ambitions, portfolios, and funds, identifying opportunities for additional credit and non-credit services.
- Serve as the primary internal subject matter expert for sponsors’ relationship and credit needs.
- Strengthen CIBC’s presence in the sponsor community and industry associations to promote the brand and cultivate prospects and referral sources.
- Assist in structuring new opportunities and communicate with sponsors to bridge client expectations and bank requirements.
- Collaborate with commercial Relationship Managers, Leveraged Finance Underwriters, and credit officers to deliver client service.
- Maintain CRM records to support accurate pipeline forecasting and relationship-development tracking.
- Guide credit events for new strategic relationships, collaborating with commercial banking Relationship Managers on analysis and deal approval as needed.
- Participate in initial opportunity-screen discussions with commercial banking Relationship Managers and Leveraged Finance Underwriters.
- Maintain communication with clients as opportunities progress through fulfillment.
- Assist Relationship Managers and Leveraged Finance Underwriters with deal negotiations when issues arise.
- Participate in internal sponsor pipeline meetings to stay informed about market dynamics and align with the Bank’s risk appetite.
- Participate in portfolio reviews and portfolio management to stay informed about assigned strategic relationships.
- Lead screening and periodic reviews for new and existing assigned sponsor relationships.
Benefits
- Competitive salary and incentive compensation, which may include a discretionary bonus.
- Medical, dental, and vision coverage.
- Health Savings Account.
- Life insurance, disability, and other insurance plans.
- Paid time off, including sick leave, parental leave, and vacation.
- Paid holidays.
- 401(k).
- Banking benefits.
- Wellbeing support.
- MomentMakers social, points-based recognition program.
- Purpose Day, a paid day off for personal growth and development.
- Other special perks for team members.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
