Continued commercialization of the Multi-Asset and Currency business, helping execute the strategic growth plan, in alignment with CIBC AM’s corporate strategy.
Act as the client-facing portfolio manager – collaboratively work with clients, prospective clients and advisors to help build client investment solutions, in conjunction with PM&R and Product Development teams.
Act 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.
Act as CIBC AM’s Subject Matter Expert (SME) for technical content for Multi-Asset and Currency RFP’s.
Responsible for comprehensive intelligence of competitive landscape of alternative asset classes and strategies, including: competitor solutions, investment vehicles and fees.
Responsible for maintenance and production of intellectual capital for Multi-Asset and Currency
The successful candidate will be a highly knowledgeable and stimulating member of a team stewarding the Multi-Asset and Currency business, helping to forge partnerships with current and future clients and advisors.
Execute client servicing and sales processes, content, and communications practices that are best-in-class to dynamically build our franchise reputation as thought leaders and expand our footprint in Multi-Asset and Currency management.
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 CIBC AM’s offices across the country, with regular travel to clients and prospects.
Be part of a high-performance, client-focused culture.
You have demonstrated experience and a deep understanding of alternative asset classes and strategies.
You have business development leadership and management experience (asset).
You have experience presenting to clients, in sales processes, and with high performance content and communication for clients, advisors, and prospects.
You have a degree in business finance and/or economics. Graduate degree is desired.
You are a certified professional. You have current accreditation and good standing Chartered Financial Analyst (CFA) designation (strongly preferred) and or the Chartered Alternative Investment Analyst (CAIA) designation. Ontario Securities Commission (OSC) registration is an asset.