Portfolio Administrator - Analytical Specialist (Private Credit)

CIBC US; Chicago (IL); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

PTO

401(k)

Job summary

CIBC US in Chicago seeks a Sr. Portfolio Administrator to support internal portfolio management and the Commercial Team, approving daily credit/portfolio activity within guidelines.

You will collaborate across Risk, Loan Services, and Compliance, mentor associates, and help prepare quarterly reviews, trend reports, and CAMP reports, leveraging advanced Excel and modeling skills. This role emphasizes risk culture and training, with a base salary range of $120,000–$160,000 plus incentive plans and

Qualifications

• Relevant experience in portfolio administration, risk management, or commercial banking, ideally within a financial institution.
• Strong analytical and detail-oriented, skilled in analyzing complex data sets and ensuring accuracy.
• Advanced proficiency in Microsoft Excel and financial modeling techniques.
• Collaborator who builds strong relationships across business functions.
• Mentor who enjoys sharing knowledge and supporting growth.
• Values align with trust, teamwork, and accountability.

Responsibilities

• Collaborate with Relationship Support to 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 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.

Skills

Portfolio management

Risk management

Financial analysis

Data maintenance

Collaboration

Mentoring

Tools

Microsoft Excel

Financial modeling

Job description

Job Purpose

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.

What You'll Be Doing

• Collaborate with Relationship Support to 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 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.

How You'll Succeed

• Portfolio Management & Client Data Maintenance
• Risk Management & Portfolio Monitoring
• Financial Analysis & Modeling
• Cross-Functional Collaboration
• Team Training & Mentorship
• Risk & Compliance

Who You Are

• Relevant experience in portfolio administration, risk management, or commercial banking, ideally within a financial institution.
• Strong analytical and detail-oriented, skilled in analyzing complex data sets and ensuring accuracy.
• Advanced proficiency in Microsoft Excel and financial modeling techniques.
• Collaborator who builds strong relationships across business functions.
• Mentor who enjoys sharing knowledge and supporting growth.
• Values align with trust, teamwork, and accountability.

Benefits

$120,000 – $160,000 base salary, incentive plans, health, dental, vision, life insurance, disability, PTO, 401(k), and other perks.

Job Location

IL-Chicago, 120 S LaSalle St Fl 6

Employment Type

Regular

Weekly Hours

40

We are committed to an inclusive environment where all team members and clients feel like they belong.