Associate, US NBFI Fund Finance
CIBCAbout the role
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:
The Associate for the US Non-Bank Financials, Fund Finance team provides client coverage and transactional support to the group head and senior bankers within the Corporate Banking Fund Finance vertical. In this role, the Associate assists with managing the banking relationships between CIBC Capital Markets and clients, primarily in the Fund Finance sector. The Associate is responsible for supporting and managing the new deal process, as well as maintaining existing credit relationships. This role requires maintaining an awareness of the client, company, and industry, as well as regulatory issues, relevant economic and political trends, and client needs, in order to tailor coverage and financing solutions.
How You’ll Succeed:
Provides direct support to the group head, including the management of new and existing clients, identifying financing opportunities, and developing ancillary business with key product partners.
- Establishes and maintains contact with clients throughout the due diligence process to obtain and provide information and advice, and manages communications regarding CIBC processes and requirements.
- Demonstrates familiarity with appropriate client coverage, due diligence, and can provide primary support for business committees and product partner business development.
- Organizes presentations for potential clients, assisting in the development of presentation materials and supporting senior banker client engagement.
- Liaises with other CIBC units and relationship stakeholders within CIBC Capital Markets and across the broader CIBC platform.
- Supports and/or participates in research and information collection to assist in the identification and analysis of potential business transactions.
- Assists in the ongoing monitoring of the client portfolio and supports the relationship management strategy.
Who You Are:
- Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
- You can demonstrate experience with:
- Bachelor’s degree in Business or related field; previous fund finance/corporate finance/corporate lending and structuring experience is preferred
- Ability to work well and excel in a team environment
- Thorough understanding of Fund Finance, notably Subscription Secured Credit Facilities and other financing structures
- Ability to engage with Partners, including Loan Syndications, the Fund Finance Product team and support deal committees and relationship reviews
- Well-developed organizational skills in order to respond to shifting priorities on several simultaneous projects
- Demonstrated job commitment including a willingness to work extended hours and personal flexibility and adaptability in order to meet client requirements
- Excellent interpersonal, presentation, oral and written communication skills in order to convey factual and conceptual information to others and promote the interests of CIBC
- You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.
- Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
- You’re digitally savvy. You seek out innovative solution
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