Client Portfolio Manager
CIBC
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 CIBC.com (https://www.cibc.com/en/about-cibc.html)
**What you’ll be doing**
Under the direction of the Executive Director & Head, Client Portfolio Management, the Client Portfolio Manager, Institutional Risk Solutions, will play an integral role in the success of CIBC AM’s Canadian institutional business. This includes acting as a subject matter expert (SME) for liability-driven-investment (LDI) mandates, insurance solutions, risk capital solutions and other risk-constrained mandates. You'll provide expertise and commercialization for developing custom investment solutions, participate in strategic projects, and partnering with client servicing/business development to represent the firm’s institutional solutioning capabilities.
_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**
+ **Innovative solutions** - Develop innovative solutions for clients and prospects that achieve their risk management objectives within their investment constraints. Develop liability driven investment benchmarks, create and test model portfolios, customize reporting based on client requirements, and assist with the preparation of investment management agreements.
+ **Project work** - Lead and/or participate in strategic projects looking to expand or evolve CIBC’s suite of liability aware and risk capital solutions.
+ **Provide solutions** - Support the LDI, risk-solution platform by acting as a SME for business development teams, attending client/prospect meetings, building/maintain marketing material, RFP responses and client case studies showcasing capabilities. Evolve our LDI and risk-solutions platform by researching and implementing global best practices and innovations.
+ **Reporting** - Oversee and evolve key client reporting for existing and new risk-solutions provided on monthly & quarterly basis.
+ **Leadership** - Manage and develop junior team members.
**Who you are**
+ **You can demonstrate experience** across any of the following: LDI, ALM, fixed income, risk-seeking assets, derivatives, stochastic modelling, defined benefit pension plans.
+ **You have a university degree** preferably in Business, Finance or Actuarial Science.
+ **You’re a certified professional.** Preferably, you have current accreditation with the CFA Institute along with applicable Securities commission requirements for advising institutional clients.
+ **Deep actuarial knowledge** as evidenced by FSA/FCIA designation **.**
+ **You can demonstrate experience** in at least two of the following: Institutional Client Servicing, Institutional Sales/Marketing, Portfolio Management, Asset consulting.
+ **You put our clients first.** You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
+ **You love to learn.** You have strong knowledge and understanding of financial markets and economic matters sufficient to provide explanations to our most sophisticated clients.
+ **You work well under pressure** and capable of delivering client requirements under strict deadlines.
+ **Values matter to you** . You bring your real self to work and you live our values - trust, teamwork, and accountability.
\#LI-TA
**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 together great minds to create innovative solutions that make a difference for our clients.
+ We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
**What you need to know**
+ CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
+ You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
+ We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
**Job Location**
Toronto-161 Bay St., 22nd
**Employment Type**
Regular
**Weekly Hours**
37.5
**Skills**
Active Listening, Analytical Thinking, Client Service, Customer Experience (CX), Interpersonal Communication, Operational Efficiency, People Management, Work Collaboratively
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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