Vice President, Institutional Portfolio Manager, Alternative Investments

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

The Vice President, Institutional Portfolio Manager – Alternatives works closely with the Alternative Investments team, Portfolio Managers, Product, and Distribution to articulate CI GAM’s alternative investment methodologies, competitive advantages, portfolio positioning, strategies, outlooks, and market insights across private markets and liquid alternatives.

This role reports to and supports the SVP, Alternative Investments Distribution in the national execution of CI’s alternatives strategy, acting as a senior investment spokesperson and extension of the SVP’s mandate across client engagement, advisor enablement, content development, and platform execution.

• Execute on the strategic priorities, platform initiatives, and national go-to-market agenda set by the SVP, Alternative Investments Distribution.
• Lead the development and ongoing refinement of investment narratives, positioning frameworks, and growth strategies to support the expansion of CI GAM’s alternative investment platform across private credit, private equity, infrastructure, real assets, and liquid alternatives.
• Partner closely with Portfolio Management, Product, and Distribution teams to create and implement strategies that support alternative investment sales, enhance the quality and consistency of materials, and strengthen CI’s competitive positioning across channels.
• Serve as a proxy for the Portfolio Management team in client-facing contexts by articulating portfolio construction, risk management, performance drivers, and macro positioning with credibility and clarity.
• Monitor and analyze portfolio performance, market conditions, and competitive dynamics across alternative strategies, providing proactive insights, positioning recommendations, and actionable solutions to inform and support the SVP’s strategic decision‑making and national priorities.
• Responsible for creating, reviewing, and enhancing marketing and meeting materials, writing investment commentaries, contributing to outlook pieces, and providing insights for client reports and advisor communications.
• Present CI GAM’s principles, processes, products, and portfolio positioning to internal stakeholders, advisors, institutional clients, gatekeepers, and research analysts.
• Participate in and/or lead client meetings, due diligence sessions, and investment committee discussions, representing the Alternatives team and supporting both prospective and existing clients.
• Proactively engage with CI’s Distribution teams (retail, private wealth, and institutional) to provide value-added support, thought leadership, and investment expertise to drive asset growth.
• Represent CI GAM at industry conferences, roadshows, and client events, positioning CI as a leader in alternative investments and private markets.
• Support client retention efforts through in-person meetings, conference calls, webinars, and follow‑up engagements, as required, including stepping in for Portfolio Managers when appropriate.
• Contribute to the design, positioning, and launch of new alternative investment strategies in partnership with Product and Portfolio Management, ensuring clear, differentiated messaging and strong go‑to‑market execution.

• Minimum 10 years of relevant experience in asset management, with deep exposure to alternative investments, private markets, or complex investment strategies.
• CFA, CAIA, CIM or similar designations strongly preferred.
• Extensive client‑facing experience with a proven ability to communicate sophisticated investment concepts to institutional, private wealth, and advisor audiences.
• Strong technical knowledge of financial markets, portfolio construction, and alternative investment structures, with the ability to establish credibility with senior Portfolio Managers and investment teams.
• Demonstrated ability to…