Senior Associate, Investment Portfolio Management and Corporate Finance Support

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com.

What You’ll Be Doing

As a member of the Enterprise Strategy and Corporate Development team, you will split your time between:

• Assisting with the management of CIBC’s portfolio of direct investments and fund investments, which will include a full spectrum of planning, monitoring and investment portfolio management activities and administration.
• Supporting a broad range of valuation analysis.

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 3 designated days per week on-site, while other days will be remote.

How You’ll Succeed

• Coordination: Lead coordination required to complete various attestations, surveys and reports for legal and regulatory matters and as required to comply with internal policies. Lead work required to update various guidelines, policies and procedures maintained by the group.
• Financial and Valuation Analysis: Support CIBC’s fiscal financial and regulatory reporting requirements related to goodwill impairment analysis and recovery planning by performing comprehensive valuation analysis of existing assets as well as scenario analysis, requiring a strong understanding of key valuation methodologies, corporate finance fundamentals, and foundational capabilities in financial modelling.
• Reviews: Complete the review of capital call notices for fund investments relative to the terms of our investment documentation to inform whether we should approve funding and lead any necessary follow-up as required with internal and external stakeholders. Take the lead in reviewing and assessing requests for amendments related to existing fund investments and preparing documentation required to seek internal approvals for amendments.
• Governance: Assist with the ongoing development and execution of improvements to governance practices for investments.
• Reporting and Analysis: Support the ongoing development and execution of various reports of investments to key internal stakeholders on a quarterly, annual and ad-hoc basis. Prepare materials and perform analysis to drive insights and inform decisions for delivery to senior leaders.
• Records Management: As required, provide support for records management activities (records identification, destruction, preservation notices) and assist with ongoing compliance of requirements.
• Ad Hoc Work: Assist with other work being done by the team, including compiling precedent documents for members of S&CD team, conducting industry and company research, preparing presentations or memos, and providing project management support.

Who You Are

• You have an undergraduate degree or diploma in Finance, Business, Accounting, or other related field (professional designations, e.g., CPA, CFA, CBV are preferred). You have demonstrated a high proficiency in using Microsoft Office tools (e.g., Excel, PowerPoint) to perform and present analysis, drive insights, and inform decisions.
• You have 3 years or more of relevant experience at a financial institution, accounting firm, pension, private equity or venture capital fund and/or in business valuation. You also employ a solutions-orientation, resourcefulness and ability to quickly learn to advance key initiatives and deliver high quality work in a timely manner with strong attention to detail.
• You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
• You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You look beyond the moment. You make decisions and take actions that will make a difference today and tomorrow. You proactively seek new opportunities to define what's possible.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Toronto-81 Bay, 9th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Strategies, Client Counseling, Communication, Corporate Development, Customer Experience (CX), Data Analysis, Due Diligence, Enterprise Strategies, Professional Presentation, Strategic Thinking