Alternatives Client Portfolio Manager

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  team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

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As the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge between our alternative investment team, business development/advisor teams, and UHNW clients/prospects (as well as some institutions), acting as an ambassador for alternative investment strategies. You will play a critical role in fostering client relationships and supporting business development activities. You will raise awareness and educate advisors, business development officers, clients, and prospects about private equity, private credit, hedge funds, real assets, alternative solutions, and portfolio implementation through office visits, local events, in-person meetings, and virtual meetings.

You will communicate performance, explain complex market trends, and work with advisors to tailor portfolios to meet client goals.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
50% travel in the U.S. is required.

• CPM Strategy:
  Increase adoption of alternative investments in portfolios. Contribute to and implement distribution strategy for alternative asset classes, deliver consistent execution of distribution strategy, and contribute to vision for the team.
• Investment Capabilities:
  Contribute to best-in-class capability development/evolution and represent investment team in front of advisors, clients (UHNW and Institutional), prospects, consultants, and other intermediaries. Translate complex investment strategies and market trends into clear, actionable information. Articulate our investment method, portfolio positioning, strategies, outlook, as well as market insights of our portfolio.
• Portfolio Strategy Alignment:
  Collaborate with advisors to ensure that asset allocation and investment decisions align with client goals and risk tolerances.
• Client & Advisor Feedback Integration:
  Actively solicit and gather feedback from clients and advisors regarding alternative strategies and solutions. Collaborate with alternative investment team to integrate this feedback into capability enhancements and new products, ensuring that client needs are met effectively.
• Thought Leadership:
  Generate thought leadership ideas to fill the content platform for alternative asset classes and leverage content to generate client discussions.
• Education:
  
  Collaborate with various parts of the organization (investment communications, marketing, marketing compliance, operations, etc.) to raise awareness and increase alternative investment education and adoption.
• Content Ownership:
  Contribute and deliver the narrative for all client-facing materials and collateral.
• Industry Leadership:
  Deliver sales, servicing, and thought leadership presentations to all client channels, building a reputation as a subject matter expert alongside portfolio managers. Attend conferences/industry events as a subject matter expert.
• Reporting & Compliance:
  Partner with internal teams to design and automate reporting, bridging front-office insights with back-office data, ensuring all actions comply with regulatory standards.

• You have a Bachelor's degree in Finance, Economics, or a related field. CFA designation is preferred.
• You have 10+ years of related experience in relationship management and/or investment roles. Portfolio management experience is preferred
• You have a strong understanding of financial markets, asset classes, and investment techniques, with deep knowledge of alternative investments.
• You have exceptional verbal and written communication skills and can clearly articulate investment philosophies. You have excellent interpersonal and presentation skills and are…