Associate, Balance Sheet Optimization, Corporate & Investment Banking
Core
Analytical and execution support to manage balance sheet, funding, risk, and capital constraints for CIBC's Corporate & Investment Banking businesses.
Role type
Associate, Balance Sheet Optimization Analyst
Builds
Scalable tools, processes, and management dashboards for transaction teams
Domain
Corporate Banking / Capital Management / Financial Analysis
Deliverable
dashboards & analysis
Required skills
Financial modeling, Financial statement analysis, Portfolio analysis, Capital management, Data reconciliation, Scenario analysis, Financial reporting, Stakeholder coordination, Risk assessment, Excel
Preferred skills
CFA, MBA, Loan distribution knowledge, Credit-risk transfer, AI/automation tools, Data visualization
Technologies
Excel, AI tools, Data visualization platforms
Responsibilities
Prepare financial, portfolio, and scenario analysis for balance sheet optimization; Maintain transaction pipeline and portfolio capacity views; Coordinate data requests and execution trackers; Gather, reconcile, and quality-check data from multiple sources; Prepare management presentations and dashboards; Support senior team with briefing materials and ad hoc analytical requests.
Seniority
Associate, 3-6 years experience
