Alternatives Client Portfolio Manager

CIBC US; Boston (MA); Hybrid; USD 200,000 - 230,000; Full time

Job summary

CIBC US in Boston seeks an Alternatives Client Portfolio Manager to act as a bridge between the alternative investment team, advisory channels, and UHNW clients. You will educate advisors and clients on private equity, private credit, hedge funds, and other assets, tailoring portfolios to client goals and supporting business development.

Details on work arrangement will be discussed during interview; 50% travel within the U.S.

Qualifications

• Bachelor's degree in Finance, Economics, or related field; CFA designation preferred.
• 10+ years in relationship management or investment roles; portfolio management experience preferred.
• Strong understanding of financial markets, asset classes, and alternative investments.
• Excellent verbal and written communication; ability to engage with sophisticated clients.

Responsibilities

• Bridge between investment teams, business development, and UHNW clients and prospects.
• Educate advisors and clients about private equity, private credit, hedge funds, and alternative assets.
• Tailor portfolios to meet client goals and risk tolerances.
• Communicate performance and market trends clearly to clients and advisors.
• Support business development through client events and thought leadership materials.

Skills

Relationship management

Alternative investments

Client education

Presentation skills

Financial markets knowledge

Interpersonal skills

Team collaboration

Education

Bachelor's in Finance or Economics

CFA designation preferred

Tools

PowerPoint

CRM/Office tools

Excel

Job description

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

What You’ll Be Doing

As the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge between our alternative investment team, business development/advisor teams, and UHNW clients/prospects (as well as some institutions), acting as an ambassador for alternative investment strategies. You will play a critical role in fostering client relationships and supporting business development activities. You will raise awareness and educate advisors, business development officers, clients, and prospects about private equity, private credit, hedge funds, real assets, alternative solutions, and portfolio implementation through office visits, local events, in-person meetings, and virtual meetings. You will communicate performance, explain complex market trends, and work with advisors to tailor portfolios to meet client goals.

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. 50% travel in the U.S. is required.

How You’ll Succeed

• CPM Strategy: Increase adoption of alternative investments in portfolios. Contribute to and implement distribution strategy for alternative asset classes, deliver consistent execution of distribution strategy, and contribute to vision for the team.
• Investment Capabilities: Contribute to best-in-class capability development/evolution and represent investment team in front of advisors, clients (UHNW and Institutional), prospects, consultants, and other intermediaries. Translate complex investment strategies and market trends into clear, actionable information. Articulate our investment method, portfolio positioning, strategies, outlook, as well as market insights of our portfolio.
• Portfolio Strategy Alignment: Collaborate with advisors to ensure that asset allocation and investment decisions align with client goals and risk tolerances.
• Client & Advisor Feedback Integration: Actively solicit and gather feedback from clients and advisors regarding alternative strategies and solutions. Collaborate with alternative investment team to integrate this feedback into capability enhancements and new products, ensuring that client needs are met effectively.
• Thought Leadership: Generate thought leadership ideas to fill the content platform for alternative asset classes and leverage content to generate client discussions.
• Education: Collaborate with various parts of the organization (investment communications, marketing, marketing compliance, operations, etc.) to raise awareness and increase alternative investment education and adoption.
• Content Ownership: Contribute and deliver the narrative for all client-facing materials and collateral.
• Industry Leadership: Deliver sales, servicing, and thought leadership presentations to all client channels, building a reputation as a subject matter expert alongside portfolio managers. Attend conferences/industry events as a subject matter expert.
• Reporting & Compliance: Partner with internal teams to design and automate reporting, bridging front-office insights with back-office data, ensuring all actions comply with regulatory standards.

Who You Are

• You have a Bachelor's degree in Finance, Economics, or a related field. CFA designation is preferred.
• You have 10+ years of related experience in relationship management and/or investment roles. Portfolio management experience is preferred
• You have a strong understanding of financial markets, asset classes, and investment techniques, with deep knowledge of alternative investments.
• You have exceptional verbal and written communication skills and can clearly articulate investment philosophies. You have excellent interpersonal and presentation skills and are comfortable engaging with sophisticated clients and stakeholders.
• You’re goal‑oriented. You’re focused on results and outcomes and delivering your best to make a difference.
• You are passionate about growing your knowledge and continuously improving with a strong sense of curiosity.
• You are a problem solver who anticipates obstacles and develops plans to overcome them.
• You are motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

California residents — your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $200,000 - $230,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

What CIBC Offers

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, 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 [e-mail]
• 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, 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

100 Federal Street, 37th Floor (inactive)

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Financial Analysis, Group Problem Solving, Investment Products, Professional Presentation, Researching, Research Reporting, Wealth Management