Portfolio Manager

Posted Yesterday
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Chicago, IL, USA
In-Office
135K-155K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Manage a portfolio of specialty finance clients, build client relationships, drive business development, collaborate with diligence and credit risk teams, attend industry events, and represent the bank to support portfolio growth and risk management.
Summary Generated by Built In

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

As a Portfolio Manager within CIBC’s Specialty Finance Unit, you’ll play a pivotal role in managing a portfolio of diverse specialty finance clients. You’ll collaborate closely with Relationship Managers and the Diligence Team to ensure client needs are met, while actively driving new business opportunities. Your responsibilities will include direct client interactions to strengthen relationships and manage risk for the bank, as well as representing CIBC at conferences and client visits. You’ll also work across various areas of the bank, including senior management and Credit Risk Management, to support the growth and success of the Specialty Finance portfolio.

How you'll succeed
  • **Portfolio Management** - Oversee a portfolio of specialty finance clients, ensuring strong performance and effective risk management.
  • **Client Relationship Building** - Engage directly with clients to foster long-term relationships and deliver tailored financial solutions.
  • **Business Development** - Work with Relationship Managers to identify and pursue new business opportunities within the specialty finance sector.
  • **Cross-functional Collaboration** - Partner with the Diligence Team, Credit Risk Management, and senior management to support client needs and manage risk.
  • **Industry Engagement** - Attend conferences and client meetings to stay current with market trends and represent CIBC’s interests.
Who you are
  • **You have relevant experience.** You bring experience in portfolio management, specialty finance, or related fields.
  • **You’re a collaborator.** You thrive in cross-functional environments and enjoy working with diverse teams to achieve shared goals.
  • **You’re client-focused.** You understand the importance of building trust and delivering value to clients.
  • **You’re proactive.** You seek out opportunities for business growth and stay current with industry trends.
  • Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

 

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At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $135,000.00- -$155,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. 

 

 

This position does not offer visa sponsorship.  

#LI-TA

 

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 [email protected]

  • 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-120 S LaSalle St

Employment Type

Regular

Weekly Hours

40

Skills

Business

Skills Required

  • Experience in portfolio management, specialty finance, or related fields.
  • Proven client relationship management and business development skills.
  • Ability to collaborate cross-functionally with diligence, credit risk, and senior management.
  • Willingness to attend conferences and travel for client visits.
  • Legally eligible to work at the specified location (no visa sponsorship).
  • Ability to complete assessments (attribute-based, simulation, and MS Office skills tests) if requested.
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The Company
HQ: Toronto, Ontario
43,351 Employees

What We Do

CIBC is here to help all our clients reach their goals. We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want. With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals. This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada. La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs. Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez. Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs. Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada

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