Managing Director, Middle Market Investment Banking

CIBC US

. Expand CIBC’s U.S. Middle Market Investment Banking vertical market expertise . Originate and execute M&A and financing engagements . Develop senior client and sponsor relationships . Shape vertical market strategy .

Posted 10/6/2026full-timeRemote • United StatesLead💰 $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in Middle-Market Mergers and Acquisitions, with a strong focus on transaction origination, execution, and client relationship management. Proven ability to lead high-performing deal teams and provide strategic financial advice while ensuring compliance with relevant regulations.

Highest-signal resume keywords

Middle-Market Mergers And AcquisitionsTransaction Origination And ExecutionFinancial Analysis And ValuationClient Relationship ManagementTeam Leadership And Mentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingDeal StructuringMarket AnalysisTransaction ProcessesM&A Strategy

Soft Skills

CommunicationCollaborationJudgmentProblem SolvingEthics

Tools & Technologies

Salesforce

Industry Keywords

Investment BankingBusiness ServicesConsumerHealthcare ProductsSoftware And Technology

About the role

Key responsibilities & impact

Expand CIBC’s U.S. Middle Market Investment Banking vertical market expertise
Originate and execute M&A and financing engagements
Develop senior client and sponsor relationships
Shape vertical market strategy
Develop high-performing deal teams
Originate and convert new opportunities, secure fee-paying engagements, build a sustainable pipeline, and expand relationships
Anticipate client needs and translate industry and market trends into actionable advice
Produce thought leadership and represent the firm in relevant market and community activities
Lead M&A and financing mandates from pitch through closing
Oversee client onboarding, AML clearance, financial modeling and analysis, recommendations, deal-team communication, and stakeholder coordination
Build internal partnerships with product and industry experts across Capital Markets and CIBC Bank USA
Maintain accurate business-development and transaction activity in Salesforce
Set direction, allocate responsibilities, and mentor, coach, teach, and provide feedback to deal-team members
Ensure advice, recommendations, and execution activities comply with applicable laws, regulations, CIBC policies, and professional standards

Requirements

What you’ll need

At least 10 years of relevant investment banking experience
Significant responsibility for transaction origination, execution, client coverage, and team leadership at the Managing Director or equivalent level
Deep knowledge of middle-market mergers and acquisitions, transaction processes, valuation, financial analysis, and relevant market dynamics
Established relationships and demonstrated expertise in Business Services, Consumer, Healthcare Products, or Software and Technology
Record of generating ideas, solving complex client challenges, winning mandates, and delivering practical recommendations
Ability to communicate complex financial and strategic recommendations clearly and persuasively to senior executives, boards, investors, and internal stakeholders
Demonstrated ability to build, expand, and leverage senior-level client, sponsor, advisor, and internal business-partner relationships
Proven ability to set priorities, exercise sound judgment, and lead teams effectively in a demanding, fluid environment
Strong reputation for ethics, accountability, open communication, collaboration, and sound stewardship of client and firm interests
Legally eligible to work at the specified location; valid work or study permit where applicable
No employment visa sponsorship offered

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Health Savings Account
Life insurance
Disability insurance
Other insurance plans
Paid time off, including sick leave, parental leave, and vacation
Holidays
401(k)
Incentive pay
Banking benefits
Wellbeing support
MomentMakers social, points-based recognition program
Purpose Day paid day off
Career and professional development opportunities
Accessible candidate experience and accommodations