
Senior Director, Leveraged Finance
- Toronto, ON
- Permanent
- Full-time
- Client First- You will lead discussions with Private Equity firms to deliver specialized leveraged finance products such as mezzanine financing, acquisition financing, and other structured financings based on a firm's enterprise value. Lead discussions with portfolio company management teams (executive, financial and operational) in order to assess financing needs and develop compelling solutions.
- Relationship Building – Develop strong relationships with internal contacts, external customers, along with contacts within the general industry in order to generate new business referrals and opportunities. Lead and coordinate broader team coverage of existing private equity sponsor relationships and establish new relationships to generate new business referrals and opportunities.
- Collaboration - In partnership with other Leveraged Finance team members and/or Commercial Banking Relationship Managers, lead structuring and negotiation of financing proposals including security, covenants and pricing to properly reflect and compensate CIBC for the assessed risk. Provide mentoring to more junior deal team members. Demonstrate a long term commitment to learning and continuous improvement and help reinforce a high performance and team oriented culture.
- Due Diligence – Lead and coordinate comprehensive financial/non-financial due diligence analysis and risk assessment of credit proposals. Prepare and negotiate security documentation for all transactions. Negotiate the terms and conditions with both clients and internal CIBC stakeholders.
- Portfolio Management – Provide senior level support for a portfolio of 20+ senior and subordinated debt accounts. Monitor account performance and industry trends. Maintain a proactive approach to continuous risk assessment.
- Education you've Completed. BBA or MBA. Other financial designations considered an asset (i.e. CPA, CBV, CFA etc.).
- Experiences you bring. You have 10+ years of professional experience in a commercial / corporate credit and/or equity investment environment. You have experience with lending policies, procedures and practices, asset-security valuation, loan assessment, industry and competitive analysis and investigation. You have strong financial modeling, research and negotiation skills.
- You have strong business acumen. You have extensive knowledge of leveraged finance (i.e., capital structures, capital markets, public and private debt and equity markets). Extensive knowledge of specialized leveraged finance products (i.e., structured/acquisition financings, project financings, private credit, loan syndication) and other core CIBC products and services. Extensive knowledge of business, legal, tax, banking and regulatory framework affecting financial requirements of customers.
- You have strong presentation skills. You have strong written and verbal communication skills to present financial information to clients.
- You’re able to structure and package leveraged finance products. You are strong at structuring complex transactions that meet the needs of complex and high value clients that are within CIBC’s risk tolerances. You understand the implications of various financing options while providing financial advice in the areas of balance sheet structure, financing alternatives, and loan syndication. You can use credit and strong interpersonal skills when leading intensive due diligence along with risk identification and mitigation. You are able to apply expert knowledge of a complex and diverse marketplace and industry to meet the needs of sophisticated clientele.
- Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.