Cibc
Senior Manager, Leveraged Finance
Vancouver, BC · Senior
Work authorization requiredDetected 21 days ago
ExpressBusiness DevelopmentNegotiationFinancial ModelingFinancial AnalysisRecruitingResearchLeadershipCommunicationCollaborationMentoringPublic SpeakingUnderwriting
About the role
- We need talented, passionate professionals who are dedicated to doing what's right for our clients.
- Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
- This position will be located in the Vancouver office, primarily covering a portfolio of clients and evaluating new opportunities within Western Canada while also interacting with the wider team members in the Toronto and Montreal offices.
Responsibilities
- CIBC Leveraged Finance is a team of professionals and support staff with expertise in senior and subordinated cash-flow lending to Canadian middle-market businesses across diversified industries.
- As a Senior Manager, Leveraged Finance you will prepare and lead in presentations of financing proposals to clients and prospective clients.
- For accepted credit proposals; prepare credit memos, lead negotiations, review legal documents and lead the closing of transactions.
- You will also serve as the primary relationship manager on a portfolio of existing borrowing clients where you will be their first point of contact at CIBC, giving you the opportunity to build relationships with the management teams and owners.
- Client First - Together with the team, you will lead discussions with Private Equity Sponsors and client management (executive, financial and operational) in order to assess financing needs and deliver specialized lending solutions including acquisition financing, mezzanine financing, and enterprise value-based lending.
- Due Diligence - Perform comprehensive financial/non-financial analysis and risk assessment of companies.
- Portfolio Management - Serve as the primary relationship manager for a portfolio of existing borrowing clients. Monitor account performance and industry trends. Maintain a proactive approach to continuous risk assessment.
- We're building a relationship-oriented bank for the modern world.
- Develop strong relationships with internal teams, external clients and general industry contacts to generate new referrals and business opportunities.
- Collaboration - All of this is done through partnership with and support from the direct team in Vancouver, Toronto and Montreal working together to execute on these areas noted.
Requirements
- You have a BBA or similar undergraduate degree.
- You have experience with lending principles, procedures and practices, credit assessment and structuring and industry and competitive analysis.
- You have strong financial modeling, research and negotiation skills, including experience negotiating security documentation and terms with clients and internal stakeholders.
- You have strong presentation skills.
- You have strong written and verbal communication skills and have experience assembling proposals and making recommendations to present financial information to clients.
- You are a strong communicator and team contributor with experience working together with a team to meet client needs.
- You have strong organization skills with the ability to balance competing priorities, meet tight deadlines and demonstrate attention to detail
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day
- We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
Compensation
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing
Benefits
- Relationship Building - Together with senior leadership, take a lead role in Western Canada private equity sponsor relationships and proactively develop new coverage opportunities within Western Canada.
- Demonstrate a long term commitment to learning and continuous improvement.
Company info
- Client First - Together with the team, you will lead discussions with Private Equity Sponsors and client management (executive, financial and operational) in order to assess financing needs and deliver specialized lending solutions including acquisition financing, mezzanine financing, and enterprise value-based lending. You will apply your understanding of capital structure to provide value-added financing advice to clients.
- Relationship Building - Together with senior leadership, take a lead role in Western Canada private equity sponsor relationships and proactively develop new coverage opportunities within Western Canada. Develop strong relationships with internal teams, external clients and general industry contacts to generate new referrals and business opportunities.
- Due Diligence
- Perform comprehensive financial/non-financial analysis and risk assessment of companies. Prepare financing proposals, structuring terms and conditions including security, covenants and pricing, to properly reflect and compensate CIBC for assessed risk. Prepare recommendations on credit opportunities to senior management. Prepare and negotiate security documentation for transactions. Negotiate the terms and conditions with both clients and internal CIBC stakeholders.
- Portfolio Management
- Serve as the primary relationship manager for a portfolio of existing borrowing clients. Monitor account performance and industry trends. Maintain a proactive approach to continuous risk assessment.
- Collaboration - All of this is done through partnership with and support from the direct team in Vancouver, Toronto and Montreal working together to execute on these areas noted. You will play a key role in providing coaching and mentoring the junior members of the team, contributing to a high performance team culture. Demonstrate a long term commitment to learning and continuous improvement. Partner with the wider CIBC team to connect clients with opportunities and solutions throughout the bank.
- You have a BBA or similar undergraduate degree. Other financial education is considered an asset (i.e. MBA, CA, CBV, CMA, CFA etc.) but not necessary.
- You have at least 5 years of experience in a commercial credit and/or equity investment environment. You have experience with lending principles, procedures and practices, credit assessment and structuring and industry and competitive analysis. You have strong financial modeling, research and negotiation skills, including experience negotiating security documentation and terms with clients and internal stakeholders.
- You have strong presentation skills. You have strong written and verbal communication skills and have experience assembling proposals and making recommendations to present financial information to clients.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork and accountability.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Visa & Work Authorization
- Relationship Building – Together with senior leadership, take a lead role in Western Canada private equity sponsor relationships and proactively develop new coverage opportunities within Western Canada
This listing is sourced directly from Cibc's careers page and normalized into a canonical job model.