Client Portfolio Manager, Global Beta, Overlay and

1 month ago

Montréal QC, Canada CIBC Full time

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

To learn more about CIBC, please visit

What you'll be doing
- 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._

How you'll succeed- Client engagement - Serve as key point person on Global Beta, Overlay and Derivative Solutions, leading CAM’s internal discussions and CAM’s external presence. Act and serve as the client-facing portfolio manager - collaboratively work with clients, prospective clients and advisors to help build client investment solutions, in conjunction with the Investment and Product Development teams. Responsible for effective communication of portfolio investment strategy, portfolio positioning, and portfolio changes to clients, advisors, prospects, media, and marketplace. Be part of a high-performance, client-focused culture. Maintain a client focus - keeping clients (both internal and external) first and foremost in mind; understanding client needs or servicing requirements and delivering solutions or services that meet or exceed client expectations.-
- Relationship Building - Inspire colleagues through excellence with an inclusive team orientation and hands-on approach to client development and servicing and advisor relations, at all levels of detail. Be present in CAM’s offices across the country, with regular travel to clients and prospects.

Who you are- You're motivated by collective success. You work collaboratively with all of the members of CAM to ensure that our firm can distinguish itself through the provision of distinctive, world-class investor solutions, service, and communication. You'll conduct yourselves as a partner to the investment professionals of CAM and seek to contribute to the overall business as well as to your functional responsibilities. You'll embrace a continuous improvement approach to the business and proactively seek improvements in both your particular market, as well as across the entire business. You'll be cooperating and collaborating with a variety of colleagues across the firm and enterprise.- You’re goal oriented. You're willing to accept “hands on” work required given the comparatively flat nature of the organization. You'll continually strive for “best-in-class” performance standards and instill these high standards within your day-to-day work. You'll exude integrity, embrace a fiduciary culture and act in the best interests of investors who have chosen CAM as a steward of their investments. You'll conduct business in accordance with the highest standards of legal and ethical conduct.- You have exceptional communication skills. You are recognized by clients, team members and industry peers as having outstanding interpersonal and communication skills (written and oral), which they leverage across their organization for the benefit of internal and external stakeholders.- You are resourceful. You are accustomed to working in a matrixed environment where knowledge, talent and resources reside in multiple locations. You are an active contributor to this network and go out of your way to stay connected to the many influencers on the business. You'll have a deep understanding of private market solutions including and not limited to real estate, infrastructure, private equity, and private debt.- You're digitally savvy. You're creative yet process-driven - constantly seeks to innovate and then create a robust process to capture innovations for consistent and repeatable delivery.- You have a degree/diploma in Business, Finance and/or Economics.- You’re a certified professional. It’s an asset if you have a CFA. Portfolio Management experience and Business Development leadership is strongly preferred.- Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.- You're fluent in French and English to serve our clients in the community.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.- Our spaces and technological toolkit will make it simple to bring togeth

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