Associate, Portfolio Management (m|f|x) London

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.

Corporate Banking within CIBC Capital Markets provides integrated lending, structuring, and risk management solutions to corporate and project finance clients across Europe. The platform supports the origination, underwriting, and portfolio management of transactions across energy, infrastructure, renewables, and broader asset-based sectors, working closely with Investment Banking, Debt Capital Markets, and Global Markets.
The Associate, Portfolio Management supports the active management and monitoring of a portfolio of corporate, project finance, and structured finance assets across Europe. The role focuses on detailed credit analysis, financial monitoring, and execution support throughout the transaction lifecycle, including amendments, waivers, and refinancings. The Associate works closely with senior portfolio managers and cross-functional teams to ensure robust risk management, timely delivery of analysis, and compliance with internal and external requirements.

Tasks

Portfolio Management & Risk Oversight

• Manage a portfolio of complex structured finance loans (including construction and operational assets) and corporate facilities, ensuring continuous monitoring of credit performance and compliance with financing terms.
• Evaluate borrower performance, identify emerging risks, and proactively manage credit exposures in line with internal risk frameworks and risk appetite.
• Track borrower reporting obligations, review financials, budgets, and operating reports, and coordinate risk ratings with Risk Management.

Transaction & Lifecycle Management

• Evaluate and execute amendment, waiver, and consent requests, including preparing detailed credit analyses and coordinating approval processes.
• Review and report on construction monitoring, including drawdown reviews and coordination with technical, legal, and financial stakeholders.
• Support term conversions, refinancings, and restructuring processes, ensuring appropriate internal coordination and risk assessment.

Execution Support & Client Interaction

• Support deal teams in the execution of new transactions, refinancings, and syndications, including due diligence and post-closing activities.
• Engage with clients, sponsors, lenders, and advisors to represent the Bank’s interests and maintain strong working relationships.

Governance & Operational Management

• Maintain credit files, ensure KYC compliance, and support audit and regulatory requests.
• Coordinate legal documentation processes and ensure alignment with credit approvals.
• Support internal initiatives, including policy development, system enhancements, and process improvements.

Leadership & Stakeholder Management

• Work collaboratively within the portfolio management team, supporting senior colleagues in achieving objectives.
• Collaborate across functions to ensure the efficient delivery of portfolio and transaction objectives.

CROSS-FUNCTIONAL RELATIONSHIPS

• Work closely with Corporate Banking teams in London and across Europe to support portfolio oversight and transaction execution.
• Partner with Credit Risk Management, Legal, Operations, Finance, and Tax teams on credit approvals and transaction lifecycle management.
• Collaborate with Investment Banking, Debt Capital Markets, and Global Markets to deliver integrated client solutions.
• Engage externally with sponsors, borrowers, technical advisors, legal counsel, and syndicate banks.

Compliance Requirements/Responsibilities

• As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines, and controls.

AUTHORITIES/DECISION RIGHTS

• Provide analytical input into credit decisions, including amendments, waivers, and restructurings.
• Identify and escalate risks, including borrower performance issues and financial concerns.
• Contribute to process improvements and operational efficiencies.

JOB DIMENSIONS

• Management of a portfolio of structured/project finance assets across multiple jurisdictions and sectors.
• Regular interaction with senior internal stakeholders and external counterparties.
• Responsibility for complex credit assessments and transaction lifecycle management.

Profile / Your qualification / Your personality

• Typically 3–5 years of experience in project finance, structured finance, or credit/portfolio management.
• Strong financial analysis skills with experience in complex financing structures.
• Proficiency in financial modeling and cash flow analysis.
• Understanding of legal documentation and financing agreements.
• Strong communication and stakeholder coordination skills.
• Knowledge of the energy, infrastructure, and project finance sectors is preferred.
• High attention to detail and ability to manage multiple priorities in a fast-paced environment.

WORKING CONDITIONS

• This role is based in a standard office environment.

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Location

255 Queens Ave, GB - N6A 5R8 London