Portfolio Manager jobs at Canadian Imperial Holdings, Inc. - 5 jobs

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 The Manager, Metrics and Reporting will play a critical role in supporting the US Technology, Infrastructure and Innovation (TI&I) team by leading the consolidation, analysis, refresh, and continuous improvement of key performance and risk metrics. This position will ensure that all relevant data is accurately captured, analyzed, and reported to drive informed decision-making and support strategic objectives. Key Accountabilities: * Consolidate and standardize the collection and reporting of metrics across US TI&I, ensuring alignment with organizational standards and best practices. * Analyze data to identify trends, risks, and opportunities, providing actionable insights to business leaders. * Refresh and maintain a comprehensive suite of metrics, including but not limited to Risk Appetite Statements (RAS), Key Risk Indicators (KRI), business performance, strategic initiatives, Board, and Executive Committee (ExCo) reporting. * Leverage Power BI and Tableau to transform raw data into actionable insights, enabling informed decision-making and supporting strategic business objectives * Collaborate with cross-functional teams to enhance data quality, streamline reporting processes, and implement improvements based on stakeholder feedback. * Facilitate effective cross-border collaboration by supporting the reporting needs of both the US management team and Canadian colleagues/management, ensuring accurate, timely, and relevant information is delivered to all stakeholders. * Develop and deliver regular and ad hoc reports and dashboards for senior leadership, ensuring clarity, accuracy, and relevance. * Support the preparation of materials for Board and Executive meetings, ensuring that metrics are presented in a clear and compelling manner. * Champion a culture of data-driven decision-making within US TI&I by promoting the use of metrics and analytics in business planning and execution. * Ensure that all existing business processes remain effective, efficient, and compliant with organizational standards by regularly reviewing, updating, and optimizing them. 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 * As a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness. CONDUCT & CULTURE RISK Our CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership's identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments. We all are accountable for managing risk. As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes: * Following all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls * At all times acting in accordance with our Purpose and shared values, to achieve our Bank's strategic goals * Understanding and following the qualitative and quantitative components of our Risk Appetite Statements * Completing all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings * Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC's policies, frameworks, guidelines, processes and controls * Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders * Escalating matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC's reputation as a leading financial institution KNOWLEDGE AND SKILLS * Bachelor's in business or related area * Minimum 7-10 years of reporting and metric analysis * Demonstrated advanced proficiency in Microsoft Excel, including complex data analysis, formula creation, and automation using macros. * Proficient in other Microsoft Office products including Word, PowerPoint, Teams, & SharePoint * Power BI and Tableau experience required * Knowledge of risk management frameworks; familiarity with Risk Appetite Statement and Key Risk Indicator concepts * Detail-oriented with strong organizational and communication skills * Adapts well to fast-paced and changing environment * Strong presentation skills and experience presenting to Senior Leadership * Able to operate at both strategic (establishing direction) and tactical (providing detailed guidance and troubleshooting) levels * Curious about banking, strategies, businesses, and people * Ability to build rapport with a variety of stakeholders and team members * Pro-actively communicate and collaborate with internal stakeholders * Strong analytical skills; ability to apply logical solutions to business problems * Ability to identify issues and properly document and escalate them * Successfully oversee multiple initiatives simultaneously * Work independently; take initiative * Analyze and improve upon current processes At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $130,000.00 - $160,000.00 for the Chicago 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 WORKING CONDITIONS * This role operates within a normal office environment * This position offers a hybrid work arrangement for candidates based in the Chicago area (1 day per week on-site, with the remainder remote). 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 ********************************** * 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-70 W Madison St, 8th Fl Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Communication, Detail-Oriented, Microsoft Excel, Microsoft Power Business Intelligence (BI), Process Improvements, Process Management, Professional Presentation, Tableau Desktop

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 member of the Personal and Business Banking Team, you'll lead a team of high performing financial services professionals working towards a shared goal - delivering an exceptional client experience. As a people leader, you'll hire, develop, and coach your team, inspiring them to perform at their best. You'll think and act like an owner by helping clients and team members succeed, finding ways to fuel the right kind of revenue growth and taking accountability for results. You'll make a difference by supporting new and existing clients as they secure their futures, own homes, and set up businesses. You're flexible to work our banking center hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centers within a reasonable travel distance. *There is no sponsorship or relocation assistance being offered for this role. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you will be on-site full-time. How you'll succeed * Client experience - Lead by example, show your team how to deepen client relationships and meet client financial needs while providing a high standard of service. Go above and beyond to advocate CIBC within the community to develop new and existing client relationships. Encourage employees to quickly resolve client complaints, and to escalate when necessary. * Results oriented leadership - Create a culture of teamwork so clients are served by those best able to meet their financial needs. Monitor the Banking Centre's business performance and put action plans into place to close any gaps. Work as one team with all partners to maximize market opportunities, and increase the Banking Centre's overall performance. Manage and minimize risk to safeguard our bank, clients and shareholders. * People leadership - Lead and coach a high performing team of Leaders, Advisors, and Representatives to deepen client relationships and deliver the right kind of growth. Provide meaningful development opportunities for employees and advocate for CIBC within the community to recruit employees who share and demonstrate our values. Who you are * You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. * You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference. * You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity. * You are a caring and accountable leader. You're passionate about developing and growing team members abilities. You have experience providing coaching and hands on support to meet team goals. * You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results. * Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. Subject to plan and program terms and conditions California residents - your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $80,000 - $90,000 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 also may 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. Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential. 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 ********************************** * 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-458 East Pershing Road Employment Type Regular Weekly Hours 40 Skills Banking Operations, Business Development, Client Service, Community Connections, Customer Experience (CX), Financial Advising, Financial Products, People Management, Performance Monitoring, Results-Oriented

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 The Sr. Portfolio Manager primary purpose is to ensure objectives related to credit underwriting and internal portfolio management are met, in addition to supporting the workflow of the Commercial Team of RMs and commercial lending associates. This position will provide approval within established guidelines for daily credit/portfolio administrative activity. JOB PURPOSE The Portfolio Manager builds credible relationships based on what is good for the Bank and what is good for the client, with a genuine belief that personal success will be a result of client success. Act as a CIBC's senior relationship manager for commercial banking's larger clients and prospective clients, requiring in-depth relationship coverage and customized financial solutions. The primary focus is on the origination of new clients, and new opportunities with existing clients. As primary relationship manager, the Senior Director holds ultimate client and credit risk accountability, and maximizes profitability of major account relationships ensuring RAR, and RAROC objectives are met. What You'll Be Doing : Manage a portfolio of Asset Based clients Become a trusted advisor with our clients to deliver the entire bank to them Hold client discussions to negotiate credit terms and structures Meet all compliance and regulatory requirements Negotiate legal documents with outside attorney At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 4 days per week on-site, while 1 day will be remote. How You'll Succeed: Compliance :As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls. Efficiency: As a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness. CONDUCT & CULTURE RISK Our CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership's identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments. We all are accountable for managing risk. As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes: Following all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls At all times acting in accordance with our Purpose and shared values, to achieve our Bank's strategic goals Understanding and following the qualitative and quantitative components of our Risk Appetite Statements Completing all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC's policies, frameworks, guidelines, processes and controls Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders Escalating matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC's reputation as a leading financial institution KNOWLEDGE AND SKILLS College Degree with Accounting/ Finance 10+ years of ABL credit experience Working knowledge of ABLE or STUCKY operating system Self-Starter, takes initiative Basic Microsoft Office and web-enabled prospecting skills Excellent verbal, interpersonal and written communication skills WORKING CONDITIONS This role operates within a normal office environment Travel required: 10%-20% California residents - your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $150,000.00- $200,000.00 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 ********************************** 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 Analytical Thinking, Business Development, Client Service, Financial Advising, Lending, Portfolio Management, Results-Oriented

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 The Manager, Metrics and Reporting will play a critical role in supporting the US Technology, Infrastructure and Innovation (TI&I) team by leading the consolidation, analysis, refresh, and continuous improvement of key performance and risk metrics. This position will ensure that all relevant data is accurately captured, analyzed, and reported to drive informed decision-making and support strategic objectives. Key Accountabilities: Consolidate and standardize the collection and reporting of metrics across US TI&I, ensuring alignment with organizational standards and best practices. Analyze data to identify trends, risks, and opportunities, providing actionable insights to business leaders. Refresh and maintain a comprehensive suite of metrics, including but not limited to Risk Appetite Statements (RAS), Key Risk Indicators (KRI), business performance, strategic initiatives, Board, and Executive Committee (ExCo) reporting. Leverage Power BI and Tableau to transform raw data into actionable insights, enabling informed decision-making and supporting strategic business objectives Collaborate with cross-functional teams to enhance data quality, streamline reporting processes, and implement improvements based on stakeholder feedback. Facilitate effective cross-border collaboration by supporting the reporting needs of both the US management team and Canadian colleagues/management, ensuring accurate, timely, and relevant information is delivered to all stakeholders. Develop and deliver regular and ad hoc reports and dashboards for senior leadership, ensuring clarity, accuracy, and relevance. Support the preparation of materials for Board and Executive meetings, ensuring that metrics are presented in a clear and compelling manner. Champion a culture of data-driven decision-making within US TI&I by promoting the use of metrics and analytics in business planning and execution. Ensure that all existing business processes remain effective, efficient, and compliant with organizational standards by regularly reviewing, updating, and optimizing them. 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 As a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness. CONDUCT & CULTURE RISK Our CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership's identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments. We all are accountable for managing risk. As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes: Following all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls At all times acting in accordance with our Purpose and shared values, to achieve our Bank's strategic goals Understanding and following the qualitative and quantitative components of our Risk Appetite Statements Completing all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC's policies, frameworks, guidelines, processes and controls Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders Escalating matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC's reputation as a leading financial institution KNOWLEDGE AND SKILLS Bachelor's in business or related area Minimum 7-10 years of reporting and metric analysis Demonstrated advanced proficiency in Microsoft Excel, including complex data analysis, formula creation, and automation using macros. Proficient in other Microsoft Office products including Word, PowerPoint, Teams, & SharePoint Power BI and Tableau experience required Knowledge of risk management frameworks; familiarity with Risk Appetite Statement and Key Risk Indicator concepts Detail-oriented with strong organizational and communication skills Adapts well to fast-paced and changing environment Strong presentation skills and experience presenting to Senior Leadership Able to operate at both strategic (establishing direction) and tactical (providing detailed guidance and troubleshooting) levels Curious about banking, strategies, businesses, and people Ability to build rapport with a variety of stakeholders and team members Pro-actively communicate and collaborate with internal stakeholders Strong analytical skills; ability to apply logical solutions to business problems Ability to identify issues and properly document and escalate them Successfully oversee multiple initiatives simultaneously Work independently; take initiative Analyze and improve upon current processes At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $130,000.00 - $160,000.00 for the Chicago 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 WORKING CONDITIONS·This role operates within a normal office environment·This position offers a hybrid work arrangement for candidates based in the Chicago area (1 day per week on-site, with the remainder remote). 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 ********************************** 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-70 W Madison St, 8th Fl Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Communication, Detail-Oriented, Microsoft Excel, Microsoft Power Business Intelligence (BI), Process Improvements, Process Management, Professional Presentation, Tableau Desktop