Balance Sheet Optimization Associate - Growth & Analytics

CIBC; New York (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) retirement plans

Paid time off & holidays

Job summary

CIBC in New York seeks an Associate, Balance Sheet Optimization to support growth across Corporate & Investment Banking. You will gather data, reconcile datasets, prepare management materials and dashboards, and coordinate execution workstreams to optimize balance sheet and funding while managing risk and capital objectives.

The role emphasizes financial modeling, portfolio analysis and collaboration with front-office and control partners to deliver scalable solutions and informed

Qualifications

• 3–6 years of relevant experience in corporate banking, investment banking, credit risk, loan distribution, structuring, portfolio management or a related analytical role.
• CFA, MBA or other relevant professional qualification is a plus.
• Strong foundation in corporate credit, financial modeling, transaction analysis and financial statement analysis.
• Advanced spreadsheet and presentation skills, including organizing large data sets and producing senior-management-ready outputs.

Responsibilities

• Support the team in enabling growth across CIBC's Corporate & Investment Banking businesses.
• Gather and reconcile data, prepare recurring management materials and dashboards.
• Coordinate execution workstreams and develop scalable tools and processes.
• Prepare briefing materials and follow-up items for discussions with business leaders and control partners.

Skills

Analytical thinking

Financial modeling

Portfolio management

Communication

Job description

CIBC in New York seeks an Associate, Balance Sheet Optimization to support growth across Corporate & Investment Banking. You will gather data, reconcile datasets, prepare management materials and dashboards, and coordinate execution workstreams to optimize balance sheet and funding while managing risk and capital objectives.

The role emphasizes financial modeling, portfolio analysis and collaboration with front-office and control partners to deliver scalable solutions and informed