Senior Market Lead - Sponsor Finance Coverage

About the Role

The Senior Market Lead - Leveraged Finance will be responsible for new strategic Sponsor relationship acquisition, relationship development, and resulting new business generation. This role operates within a flexible, hybrid work environment, balancing on-site and remote work as required by business needs.

Responsibilities

• Responsible and accountable for new strategic relationship acquisition and relationship development goals.
• Prioritize externally facing new business development efforts.
• Screen all Private Equity Sponsors in assigned coverage area to ensure they meet quantitative and qualitative metrics for targeted CIBC relationships.
• Perform ongoing Sponsor diligence through 3rd party reference checks, data aggregation subscription sources, etc.
• Seek to become a trusted advisor through regular Sponsor/Client contact, adding value through industry knowledge, leverage/EV comps, diligence introductions, etc.
• Maintain and develop Sponsor relationships by delivering an idea generation solutions approach, considering all Sponsor activities, goals, and portfolio.
• Serve as the primary subject matter expert for Sponsors’ relationship and credit needs.
• Bolster CIBC’s market presence within the Sponsor community and industry associations to promote the brand and cultivate prospects.
• Assist in structuring new opportunities and communicate to Sponsors to align client expectations with Bank requirements.
• Collaborate with commercial Relationship Managers, Leveraged Finance Underwriters, and credit officers to ensure top-notch client service.
• Develop and maintain Client Relationship Management (CRM) tracking for accurate pipeline forecasting.
• Provide guidance during credit events for new strategic relationships, collaborating with commercial banking Relationship Managers.
• Participate in initial opportunity screen discussions and maintain client communication throughout deal progression.
• Assist in deal negotiation as needed and participate in internal Sponsor pipeline meetings.
• Engage in portfolio reviews and management to stay informed on strategic relationship activity.
• Lead screening and periodic review efforts for new and existing Sponsor relationships.

Requirements

• 10+ years of experience in Leveraged Finance, with expertise in loan structuring, business development, and financial analysis.
• Bachelor’s degree (preferred) or diploma in Business, Finance, Accounting, or related field.
• Completion of a Commercial Banking Training Program or equivalent is desirable.
• Proven track record in developing and managing client relationships in commercial banking.
• Strong financial acumen, including analysis of financial statements, cash flow, and valuation.
• Collaborative mindset for seamless client service and effective partnerships.
• Active engagement in industry events to maintain market knowledge and relationships.
• Commitment to ongoing professional development and alignment with CIBC’s values.

Qualifications

• Client-focused approach, prioritizing client needs and solutions.
• Ownership mindset, taking initiative and delivering results.
• Values-driven, embodying trust, teamwork, and accountability.

Pay

The expected salary range for this role is $200,000 - $250,000, based on experience, qualifications, and location. The successful candidate may also be eligible for incentive compensation, including a discretionary bonus.

Benefits

• Medical, Dental, Vision, and Health Savings Account.
• Life Insurance, Disability, and Other Insurance Plans.
• Paid Time Off (including Sick Leave, Parental Leave, and Vacation).
• Holidays and 401(k) retirement plan.
• Additional perks and wellbeing support.

Schedule

Regular weekly hours: 40

Job Location: FL-Miami, 2800 Ponce de Leon Blvd Ste 510
Employment Type: Regular