Executive Director, Balance Sheet Optimization, Corporate & Investment Banking Greater New York City, NY Area

The Company is seeking an Executive Director, Balance Sheet Optimization to support growth across its corporate and investment banking businesses while managing balance sheet, funding, risk, and capital constraints. The role partners with transaction teams to assess opportunities and structure solutions, coordinate approvals and execution, and build repeatable frameworks. Responsibilities also include monitoring pipeline and portfolio capacity, contributing to deal reviews, and developing optimization plans with measurable objectives. The Executive Director will deliver management reporting and improve tools, policies, and processes as capabilities evolve, while balancing senior advisory work with hands-on analysis and execution. Candidates should typically have 10 or more years of relevant experience in corporate or investment banking, credit, loan distribution, structuring, portfolio management, or capital management. Strong knowledge of corporate credit, financial modeling, transaction structuring, portfolio risk, risk-weighted assets, capital, balance sheets, and funding is required, along with experience evaluating or executing credit-risk transfer, loan distribution, participation, hedging, or related solutions. The role calls for sound commercial judgment, strong cross-functional communication, and the ability to turn complex analysis into clear recommendations. Candidates should be collaborative, organized, and comfortable working independently, performing detailed data analysis and reporting, and supporting technology improvements, including AI and management dashboards. An MBA, CFA, or formal credit trading experience is an advantage.

Hiring Company

CIBC