Associate, Corporate Banking

CIBC US; New York (NY); On-site; USD 150,000 - 185,000; Full time

Job summary

CIBC in New York seeks an Associate for Strategic Initiatives & Balance Sheet Optimization to drive cross-functional programs, develop analytics, and support senior leaders across Corporate Banking, Investment Banking, Treasury, Finance, Risk, Operations and Technology.

The role emphasizes data-driven insights, financial modeling, and execution of strategic projects with a focus on improving capital efficiency and portfolio performance. A collaborative, fast-paced environment is offered.

Qualifications

• 2–5 years of experience in Corporate Banking, Investment Banking, Treasury, Capital Markets, Strategy, Management Consulting, or Corporate Finance.
• Experience in corporate lending, portfolio management or capital markets.
• Degree/diploma in Business, Commerce, Economics, Finance, Engineering, or a related discipline.

Responsibilities

• Support development and execution of strategic initiatives across Corporate Banking, including transformation and operating model improvements.
• Support balance sheet & credit portfolio optimization, analytics, and business case development.
• Perform financial, portfolio and strategic analysis and build management reports and dashboards.
• Coordinate cross-functional work across Treasury, Finance, Risk, Legal, Operations and Technology.

Skills

Data analysis

Analytical thinking

Problem solving

Financial modeling

Excel

PowerPoint

AI / BI tools

Education

Business / Commerce / Economics / Finance / Engineering

Tools

Excel

PowerPoint

AI / BI tools

Job description

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

Associate, Strategic Initiatives & Balance Sheet Optimization, Corporate Banking

What you'll be doing:

Corporate Banking is seeking a high-performing Associate to join a dynamic team supporting both Strategic Initiatives and Balance Sheet & Credit Portfolio Optimization. Reporting jointly to the Managing Director & Head, Strategic Initiatives and the Managing Director, Balance Sheet & Credit Portfolio Optimization, this role offers a unique opportunity to work on many of the business's most important growth, transformation and optimization initiatives. As an Associate, you'll help drive strategic projects, support execution of balance sheet optimization programs, develop management reporting and analytics, and work with senior leaders across Corporate Banking, Investment Banking, Treasury, Finance, Risk, Operations and Technology. This is an ideal role for a candidate who enjoys giving meaning to data, solving complex business problems, working across multiple stakeholders, and translating ideas into execution.

How you'll succeed:

Strategic Initiatives - Support the development and execution of priority initiatives across Corporate Banking, including business transformation and operating model improvements, management reporting and performance management enhancements, AI and technology-enabled productivity initiatives, process redesign and automation opportunities, strategic growth and business development initiatives, and executive presentations, briefing notes and governance materials. You'll help move initiatives from concept to implementation, coordinating stakeholders, tracking progress and ensuring key priorities remain on track.

Balance Sheet & Credit Portfolio Optimization - Support the design and execution of strategies intended to improve capital efficiency, portfolio performance and balance sheet utilization, including loan distribution strategies, forward flow and risk-sharing arrangements, secondary loan sales, credit portfolio optimization initiatives, risk transfer solutions, private credit and institutional investor partnerships, and portfolio analytics and business case development. The role will involve evaluating opportunities, preparing analysis and supporting discussions with internal and external stakeholders.

Analytics & Decision Support - Perform financial, portfolio and strategic analysis, build management reports, dashboards and executive materials, develop business cases and recommendations for senior management, monitor initiative performance and track key outcomes, and synthesize large volumes of information into concise, actionable insights.

Project Management & Coordination - Coordinate work across Treasury, Finance, Risk, Legal, Operations and Technology, manage action plans, timelines, dependencies and deliverables, support working groups, steering committees and executive forums, and identify and elevate risks, issues and decision points.

Who you are:

You have relevant experience. 2-5 years of experience in Corporate Banking, Investment Banking, Treasury, Capital Markets, Strategy, Management Consulting, or Corporate Finance. Experience in corporate lending, portfolio management or capital markets. Degree/diploma in Business, Commerce, Economics, Finance, Engineering, or a related discipline. It's an asset if you have completed a credit training program, hold or are working toward a CFA, CPA, or MBA designation.

You give meaning to data. Strong analytical and problem-solving capabilities Demonstrated experience in advanced Excel, PowerPoint, financial analysis, and data analytics Experience building and analyzing financial models, AI or business intelligence tools.

You know that details matter. Strong attention to detail and ability to manage multiple priorities Ability to deliver quality work in a fast-paced environment.

Your influence makes a difference. Excellent written and verbal communication skills Cross-functional communication is a strength Highly self-motivated, proactive and accountable, particularly in ambiguous environments.

Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

California residents — your privacy rights regarding your actual or prospective employment.

Salary and Compensation:

This role has an expected salary range of $150,000-$185,000 for the New York, NY market based on experience, qualifications, and location of the position.

The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.

Benefits:

CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

Additional total compensation and benefits details will be provided during the hiring process.

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, 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 [e-mail]

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, 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 Details:

Job Location: NY-New York, 300 Madison Ave Fl 8

Employment Type: Regular

Weekly Hours: 40

Skills: Analytical Thinking, Analytics, Business Development, Credit Risk Management, Customer Experience (CX), Financial Analysis, Financial Modeling, Financial Statement Analysis, High Net Worth Individuals, Portfolio Management, Researching

About CIBC:

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities – a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.