Portfolio Administrator - Analytical Specialist (Private Credit)

CIBC US; Chicago (IL); Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

CIBC US in Chicago seeks a Senior Portfolio Administrator to support portfolio management and risk oversight across the Commercial Banking team. You will handle client data, reporting, and covenant tracking, and contribute to market and portfolio updates.

You will leverage advanced Excel and financial modeling to prepare analyses, support credit reviews, and drive reporting efficiency while mentoring junior staff and upholding risk governance.

Qualifikationen

• Extensive experience in portfolio administration and risk management within a financial institution.
• Strong analytical and detail-oriented abilities with data-driven insights.
• Proficiency in Microsoft Excel and financial modeling techniques.

Aufgaben

• Portfolio Management & Client Data Maintenance – update client data, maintain financial reporting and covenants, assist quarterly reviews.
• Risk Management & Portfolio Monitoring – produce borrower trend cards and reports for credit reviews and exams.
• Financial Analysis & Modeling – prepare collateral value adjustment analyses and support analytical tasks.
• Cross-Functional Collaboration – partner with Credit Risk, ERM, Loan Services, and Compliance.
• Team Training & Mentorship – mentor associates and foster learning and accountability.
• Risk & Compliance – uphold risk culture and complete mandatory training, escalating concerns as needed.

Kenntnisse

Analytical Thinking

Business

Business Functions

Business Risks

Enterprise Risk Management

Financial Analysis

Management Support

Portfolio Management

Risk Culture

Risk Management

Tools

Microsoft Excel

Jobbeschreibung

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

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

As a Senior Portfolio Administrator within CIBC's Commercial Banking team, you'll play a pivotal role in supporting portfolio management and risk oversight activities. You'll work closely with internal partners and stakeholders to maintain accurate client portfolio data, assist with financial reporting and covenant record keeping, and prepare insightful trend reports that inform business decisions. Your expertise in risk management will be instrumental in producing portfolio analyses, supporting credit reviews and regulatory exams, and contributing to market update reports. Leveraging your advanced analytical skills, you'll help drive improvements in reporting efficiency and ensure the accuracy and integrity of portfolio data. Additionally, you'll mentor team members and foster a culture of compliance and accountability aligned with CIBC's risk culture and values.

Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You'll Succeed

• Portfolio Management & Client Data Maintenance – 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.
• Risk Management & Portfolio Monitoring – 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.
• Financial Analysis & Modeling – Prepare collateral value adjustment analyses, leverage advanced Microsoft Excel and financial modeling skills to support analytical tasks, and develop recommendations for review by senior management.
• Cross-Functional Collaboration – Maintain strong partnerships with Credit Risk Management, Enterprise Risk Management, Loan Services, Client Specialists, and Compliance to ensure seamless portfolio administration.
• Team Training & Mentorship – Mentor and provide situational training support to Associates, Senior Associates, and Portfolio Managers, fostering continuous learning and development.
• Risk & Compliance – Uphold CIBC’s risk culture by following all relevant policies, frameworks, and guidelines, completing mandatory training, and proactively escalating concerns through appropriate channels.

Who You Are

You have relevant experience. You bring extensive experience in portfolio administration, risk management, or commercial banking, ideally within a financial institution.

You’re analytical and detail-oriented. You excel at analyzing complex data sets, synthesizing information into actionable insights, and ensuring accuracy in all deliverables.

You’re skilled in financial modeling. You have advanced proficiency in Microsoft Excel and financial modeling techniques, supporting efficient reporting and analysis.

You’re a collaborator. You build strong relationships across business functions and work effectively with cross-functional teams to achieve common goals.

You’re a mentor. You enjoy sharing your knowledge and supporting the growth and development of team members.

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

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 Location

IL-Chicago, 120 S LaSalle St Fl 6

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Business, Business Functions, Business Risks, Enterprise Risk Management (ERM), Financial Analysis, Management Support, Portfolio Management, Risk Culture, Risk Management