Portfolio Oversight Reporting & Project Manager, Equity Products

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The Project Manager, Equity Products & Portfolio Oversight Reporting is a hybrid business-management and data-stewardship role within CIBC Private Wealth’s Investments organization. Reporting directly to the Managing Director of Portfolio Oversight, this individual will lead cross-functional initiatives - particularly those affecting proprietary equity products, investment processes, and supporting technology - while owning the portfolio oversight reporting framework. The role connects investment, relationship management, fiduciary, operations, technology, risk, legal, and compliance partners to translate business needs into well-governed projects, accurate management information, and sustainable operating processes.

At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 3 days per week on-site, while other days will be remote.

• Lead projects from intake and definition through implementation, stabilization, and closeout, with particular emphasis on equity products, portfolio implementation, oversight processes, and investment-support capabilities.
• Develop clear project charters, scope statements, workplans, milestones, decision logs, risk and issue registers, status reporting, and implementation-readiness criteria.
• Coordinate subject-matter experts and delivery partners across Investments, Relationship Management, Fiduciary, Operations, Technology, Data, Risk, Legal, and Compliance.
• Facilitate working sessions, governance forums, and executive updates; surface trade-offs, secure decisions, and drive timely resolution of dependencies and blockers.
• Translate investment and operating requirements into actionable process, data, reporting, control, and technology specifications.
• Support product launches, strategy changes, platform enhancements, control improvements, and remediation efforts affecting the equity product lifecycle.
• Ensure initiatives follow applicable project governance, testing, documentation, change-management, and post-implementation review standards.

• Own the end-to-end portfolio oversight reporting function, including reporting calendars, data sourcing, controls, production, distribution, retention, and continuous improvement.
• Produce and enhance recurring management and governance reporting covering investment reviews, open and aged exceptions, portfolio-construction risks, pre-trade controls, operating trends, and other key oversight indicators.
• Maintain authoritative definitions, business rules, data lineage, calculation logic, thresholds, ownership, and documentation for portfolio oversight metrics.
• Establish data-quality controls and reconciliations; investigate anomalies, coordinate remediation, and clearly communicate data limitations or changes in methodology.
• Design scalable reporting templates and dashboards that provide useful cuts by legal entity, region, office, strategy, exception type, aging, or other relevant dimensions.
• Partner with source-system owners and technology teams to automate manual reporting, improve data availability, and strengthen repeatability and auditability.
• Respond to ad hoc senior-management, board, risk,…