Senior 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

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.