Portfolio Administrator - Analytical Specialist (Private Credit)

About the role

The primary purpose of the Sr. Portfolio Administrator is to ensure objectives related to internal portfolio management are met, in addition to supporting the workflow of the Commercial Team of GPMs, PMs, RMs and commercial lending associates. This position will provide approval within established guidelines for daily credit/portfolio administrative activity.

Responsibilities

• Collaborate with Relationship Support to update and correct client data, maintain records of financial reporting and covenants, and assist in preparing quarterly reviews and CAMP reports.
• Produce monthly and quarterly borrower trend cards and portfolio trend reports, supply data and analysis for credit reviews and regulatory exams and contribute to market and portfolio update reports.
• Prepare collateral value adjustment analyses, leverage advanced Microsoft Excel and financial modeling skills to support analytical tasks, and develop recommendations for review by senior management.
• Maintain strong partnerships with Credit Risk Management, Enterprise Risk Management, Loan Services, Client Specialists, and Compliance to ensure seamless portfolio administration.
• Mentor and provide situational training support to Associates, Senior Associates, and Portfolio Managers, fostering continuous learning and development.
• Uphold CIBC’s risk culture by following all relevant policies, frameworks, and guidelines, completing mandatory training, and proactively escalating concerns through appropriate channels.

Requirements

You have relevant experience. You bring extensive experience in portfolio administration, risk management, or commercial banking, ideally within a financial institution. You’re analytical and detail-oriented. You excel at analyzing complex data sets, synthesizing information into actionable insights, and ensuring accuracy in all deliverables. You’re skilled in financial modeling. You have advanced proficiency in Microsoft Excel and financial modeling techniques, supporting efficient reporting and analysis. You’re a collaborator. You build strong relationships across business functions and work effectively with cross-functional teams to achieve common goals. You’re a mentor. You enjoy sharing your knowledge and supporting the growth and development of team members. Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.