Managing Director, Middle Market Investment Banking (Milwaukee)

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

This role can be located in Chicago, IL, Milwaukee, WI, or New York, NY

CIBC is a leading Canadian-based financial institution with over 48,000 employees worldwide and annual revenue in excess of C$23 billion per year. The Capital Markets and Bank USA subsidiaries of CIBC serve corporate, government and institutional clients with innovative solutions and value-added services. From actionable ideas to highly tailored financing solutions, M&A advice and a strong line-up of capital markets and treasury services, CIBC teams can provide the capabilities the clients need to help capitalize on opportunities and manage risk.

CIBC U.S. Middle Market Investment Banking advises private equity funds, entrepreneurs, and small publicly traded companies on mergers and acquisitions, private debt, equity financings, recapitalizations, and other transactions up to $500 million of enterprise value.

What You’ll Be Doing

The Managing Director (“MD”) will work with Managing Directors, Executive Directors, Directors, Associates and Analysts to contribute to expanding CIBC US Middle Market Investment Banking’s presence in industry specific sectors.

CIBC U.S. Middle Market is looking to add industry expertise in commercial and industrial services, consumer, transportation and logistics, healthcare products and distribution, and software and technology. This MD will be responsible for lead generation, marketing, and execution of sector/industry specific engagements and transactions along with other senior professionals in the group. Working closely with Capital Markets and Bank USA team members, the MD will be required to foster and develop client relationships, through a depth of sector/industry specific knowledge and relevant economic, political and market trends.

How You’ll Succeed

• Identify opportunities and sign fee paying engagements with clients

• Facilitate client onboarding and AML clearance processes

• Lead the execution of sector/industry specific financial advisory mandates

• Identify and anticipate our clients' needs and provide excellent client service through coverage and transaction execution

• Utilize Salesforce to document business development and transaction execution activities

• Generate and disseminate “thought leadership” pieces on to support vertical market expertise

• Act as the central point of contact between the deal team and client team members throughout transaction execution

• Participate in client meetings alongside other CIBC team members

• Lead and oversee financial modeling and analyses and provide corresponding recommendations to internal and client stakeholders

• Work with outside third parties including legal advisors, tax & accounting advisors, technical advisors, market/demand advisors, insurance advisors, auditors, etc.

• Maintain responsibility for the overall information and communication flow on deal teams

• Develop and maintain an internal network of product experts within CIBC

• Develop and maintain an external network of centers of influence in vertical markets (i.e. key stakeholders, prospects, mid-level client representatives, etc.) and support CIBC’s image through involvement in community activities

• Actively manage and mentor Executive Directors, Directors, Associates and Analysts and provide regular coaching, teaching, and feedback

• Ensure that recommendations and opinions offered to clients are in compliance with legislation and at all times maintains the professional standards and policies of CIBC

Who You Are

• Unquestioned professionalism, ethics and reputation. An approach to the workplace which is based on open communication, and encouraging a team atmosphere

• Significant knowledge of market dynamics and trends

• Detailed knowledge of and experience in middle market M&A

• Superior analytical and problem-solving skills to independently generate ideas and provide solutions to clients

• Excellent interpersonal skills and relationship building skills in order to develop, manage and leverage relationships with clients and internal business partners

• Excellent written and verbal communication skills sufficient to provide detailed explanation and interpretation of factual and conceptual information and ideas

• Excellent presentation skills evidenced by ability to be a focused, confident and persuasive presenter

• Excellent influential skills sufficient to promote acceptance and implementation of recommendations

• Minimum of 10 years related experience and currently working as a Managing Director

• Demonstrated ability to work well under pressure, adapt to a fluid environment and shift priorities in order to consistently meet tight deadlines and changing needs

Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.

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At CIBC, we offer a competitive total rewards package. This role has an expected salary of $300,000 for the Chicago, IL & New York, NY markets 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.

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

WI - 411 East Wisconsin Avenue, Suite 1850

Employment Type

Regular

Weekly Hours

40

Skills

Business Development, Debt Management, Equity Management, Financial Modeling, Leadership, Partnership Management, People Management, Portfolio Management, Relationship Management, Risk Management #J-18808-Ljbffr