Client Portfolio Manager- Private Markets

**Client Portfolio Manager - Private Markets**

**ABOUT THE CLIENT**

Our client is one of Canada's largest asset management firms with
approximately $200 billion in assets under management and fifty years of experience
designing and implementing client solutions. They are leaders in providing a broad range of high-quality global investment management solutions to retail and institutional clients. Their goal is to help clients achieve what matters to them. Their philosophy is
based on the values of Trust, Teamwork, and Accountability and they achieve results for their clients through an in-depth disciplined approach to investing based on rigor and research.

They manage assets for pension funds, endowments and insurance funds, private wealth clients, mutual funds, and portfolio solutions, including Managed
Portfolio Services (MPS), Personal Portfolio Services (PPS), Frontiers Pools, and Axiom
Portfolios.

**ROLE PURPOSE**
Our client is committed to delivering diversifying strategies that contribute to expected
performance of clients' investment portfolios.

The Client Portfolio Manager, Private Markets will be Subject Matter Expert
maintaining client relationships in Canada and globally with a particular emphasis on
elevating distribution expertise to deliver a highly saleable and scalable portfolio
management suite of private alternative solutions. The role will report to the Executive
Director & Head, Client Portfolio Management.

**KEY ACCOUNTABILITIES**
- Serve as key point person on Private Markets, leading internal

discussions and external presence on private investing.
- Act 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.
- Serve as the client-facing portfolio manager responsible for effective communication

of portfolio investment strategy, portfolio positioning, and portfolio changes to clients,
advisors, prospects, media, and marketplace.

market solutions RFPs.
- Drive the continued commercialization of the investment business, helping execute

the strategic growth plan, in alignment with corporate strategy.
- Lead efforts to gather comprehensive intelligence on the competitive

landscape of private market solutions, including competitor solutions, investment
vehicles, and fees.
- 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 offices across the country, with regular travel to clients and

prospects.
- Be part of a high-performance, client-focused culture.

**CRITICAL COMPETENCIES FOR SUCCESS**
contribute to professional, collaborative, and entrepreneurial culture by:

- Working collaboratively with all of the members to ensure that our firm

can distinguish itself through the provision of distinctive, world-class investor
solutions, service, and communication;
- Conducting themselves as a partner to the investment professionals and

seeking to contribute to the overall business as well as to their functional
responsibilities;
- Embracing a continuous improvement approach to the business and proactively

seeking improvements in both their particular market, as well as across the entire
business;
- Willingly accepting “hands-on” work required given the comparatively flat nature of

the organization;
- Continually striving for “best-in-class” performance standards and instilling these high standards within their day-to-day work.

outstanding interpersonal and communication skills (written and oral), which they
leverage across their organization for the benefit of internal and external
stakeholders.

knowledge, talent, and resources reside in multiple locations. They are an active
contributor to this network and go out of their way to stay connected to the many
influencers in the business.

**CROSS-FUNCTIONAL RELATIONSHIPS**
The role requires cooperation and collaboration with a variety of colleagues across the firm
and enterprise, such as:

- Clients & prospects across the enterprise - mutual funds, high net worth,

broker-dealer, commercial, and institutional
- Global distribution teams servicing institutional, high net worth, advisor, and bank

clients
- International staff and relevant relations with partner asset management firms
- Other CPMs members in Fixed Income, Equity, Currency & Multi-Asset Management,

and Liability Driven Investing
- Portfolio Management & Research Team
- Product Development Team
- Operations Management and Investment Services
- Legal and Compliance, HR, Technology & Global Operations partners

**OTHER PERSONAL CHARACTERISTICS**
- Exudes integrity - embraces a fiduciary culture - acts in the best interests of

investors who have chosen them as a steward of their investments; conducts
business in accordance with the highest standards of legal and