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Community Development Finance Analyst, CIBC

Who: CIBC US

What: This entry-level position is responsible for supporting the Community Investment Team with Community Reinvestment Act (CRA) investment portfolio administration and management, including, but not limited to, preparing CRA investment presentations for Internal Committee approval, community development investment analysis, monitoring the investment portfolio.

Responsibilities:

• Preparation of financial analysis for new investment opportunities and existing investments and assistance with preparation of draft investment presentations, opportunity memos and department reports.

• Communication with internal and external parties related to the processing and maintenance of the investment portfolio; this includes data collection, transaction processing (wire transfers, closing binders, etc.).

• Maintenance of investment portfolio data and tracking tools and assistance in preparation of regular monthly, quarterly and annual reports to senior management. This includes tracking of risk ratings, annual reviews, K-1's and other financial reports.

• Preparation of draft CRA Investment Committee minutes for review by Relationship Managers and CD Finance Manager.

Qualifications:

• Preparation of financial analysis for new investment opportunities and existing investments and assistance with preparation of draft investment presentations, opportunity memos and department reports.

• Communication with internal and external parties related to the processing and maintenance of the investment portfolio; this includes data collection, transaction processing (wire transfers, closing binders, etc.).

• Maintenance of investment portfolio data and tracking tools and assistance in preparation of regular monthly, quarterly and annual reports to senior management. This includes tracking of risk ratings, annual reviews, K-1's and other financial reports.

• Preparation of draft CRA Investment Committee minutes for review by Relationship Managers and CD Finance Manager.


Apply here: https://jobs-cibcus.icims.com/jobs/5777/community-development- finance-analyst-i/job 

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