Jobs
>
Toronto

    Client Portfolio Manager, Private Markets - Toronto, Canada - CIBC

    CIBC
    CIBC Toronto, Canada

    3 days ago

    CIBC background
    Temps plein
    Description

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients.

    À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d'agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu'ils sont et ce qu'ils font.

    Pour en savoir plus sur la Banque CIBC, visitez le site .

    What you'll be doing

    The Client Portfolio Manager, Private Markets will be CIBC Asset Management's (CAM) Subject Matter Expert (SME) on private alternative investment solutions. The candidate will be responsible for the commercialization of CAM's private alternatives offerings, effectively developing and maintaining client relationships in Canada and globally with a particular emphasis on elevating CAM's distribution expertise to deliver a highly saleable and scalable portfolio management suite of private alternative solutions. The role will report to the Managing Director & Head, Client Portfolio Management.

    How you'll succeed

  • Client engagement – Serve as key point person on Private Markets, leading CAM's internal discussions and CAM's external presence on private investing. Act and serve 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. Responsible for effective communication of portfolio investment strategy, portfolio positioning, and portfolio changes to clients, advisors, prospects, media, and marketplace. Be part of a high-performance, client-focused culture. Maintain a client focus – keeping clients (both internal and external) first and foremost in mind; understanding client needs or servicing requirements and delivering solutions or services that meet or exceed client expectations.
  • Subject Matter Expertise - Act as CAM's subject matter expert for technical content concerning private market solutions RFPs. Drive the continued commercialization of the investment business, helping execute the strategic growth plan, in alignment with CAM's corporate strategy. Lead CAM's efforts to gather comprehensive intelligence on the competitive landscape of private market solutions, including competitor solutions, investment vehicles, and fees.
  • Relationship Building - 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 CAM's offices across the country, with regular travel to clients and prospects.

    • Who you are

  • You're motivated by collective success. You Work collaboratively with all of the members of CAM to ensure that our firm can distinguish itself through the provision of distinctive, world-class investor solutions, service, and communication. You'll Conduct yourselves as a partner to the investment professionals of CAM and seek to contribute to the overall business as well as to your functional responsibilities. You'll embrace a continuous improvement approach to the business and proactively seek improvements in both your particular market, as well as across the entire business. You'll be cooperating and collaborating with a variety of colleagues across the firm and enterprise.
  • You ' re goal oriented. You're willing to accept "hands on" work required given the comparatively flat nature of the organization. You'll continually strive for "best-in-class" performance standards and instill these high standards within your day-to-day work. You'll exude integrity, embrace a fiduciary culture and act in the best interests of investors who have chosen CAM as a steward of their investments. You'll conduct business in accordance with the highest standards of legal and ethical conduct.
  • You have exceptional communication skills. You are recognized by clients, team members and industry peers as having outstanding interpersonal and communication skills (written and oral), which they leverage across their organization for the benefit of internal and external stakeholders.
  • You are resourceful. You are accustomed to working in a matrixed environment where knowledge, talent and resources reside in multiple locations. You are an active contributor to this network and go out of your way to stay connected to the many influencers on the business. You'll have a deep understanding of private market solutions including and not limited to real estate, infrastructure, private equity, and private debt.
  • You're digitally savvy. You're creative yet process-driven – constantly seeks to innovate and then create a robust process to capture innovations for consistent and repeatable delivery.
  • You have a degree/diploma in Business, Finance and/or Economics.
  • You're a certified professional. It's an asset if you have a CFA. Portfolio Management experience and Business Development leadership is strongly preferred.
  • Values matter to you . You bring your real self to work, and you live our values - trust, teamwork, and accountability.

    • Ce que la Banque CIBC vous offre

    À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu'employé, nous nous efforçons de créer des occasions qui vous permettront d'exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.

  • Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l'adhésion à un programme d'avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d'achat d'actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.
  • Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.
  • Nous favorisons une culture qui encourage l'expression de vos ambitions au moyen d'initiatives comme la journée Raison d'être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.

    • Sous réserve des modalités du régime et du programme

    Ce que vous devez savoir

  • La Banque CIBC s'est engagée à créer un milieu de travail intégrateur où tous les membres de l'équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d'un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d'une solution d'adaptation, écrivez à .
  • Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s'il y a lieu, détenir un permis de travail ou d'études valide.
  • Nous pourrions vous demander de remplir une évaluation fondée sur les attributs et d'autres tests de compétences (comme la simulation, la programmation, la maîtrise du français, MS Office). Notre objectif pour le processus de demande est d'en apprendre davantage sur vous et sur tout ce que vous avez à offrir, et de vous donner l'occasion d'en apprendre davantage sur nous.

    • Lieu de travail

    Toronto-161 Bay St., 22nd

    ​

    ​ Type d'emploi

    Permanent

    Heures de travail hebdomadaires

    37.5

    Compétences

    Communication interpersonnelle, Écoute thérapeutique, Efficacité opérationnelle, Expérience client (CX), Gestion de la relation clientèle, Gestion des personnes, Pensée analytique, Travailler de manière collaborative
  • University Pension Plan

    Analyst, Private Markets

    1 week ago

    University Pension Plan Toronto, Canada

    **OUR COMPANY BACKGROUND & CULTURE** · UPP is a ground-breaking jointly sponsored pension plan tailored by and for Ontario's university sector. Today, we manage $11.8 billion in pension assets and proudly serve over 37,000 working and retired members across four universities and ...

  • CIBC

    Market Leader, Private Banking

    3 days ago

    CIBC Toronto, Canada

    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 ...

  • Greybrook

    Associate, Private Capital Markets

    4 days ago

    Greybrook Toronto, Canada

    Salary: · **Overview of Greybrook** · Greybrook is a Toronto-based asset management firm that invests in high-quality development-based and value-add opportunities. Greybrook allows individual investors to partner on an equity-basis with leading real estate developers to jointly ...

  • Equiton Partners Inc.

    Associate, Private Capital Markets

    1 week ago

    Equiton Partners Inc. Toronto, Canada

    Associate, Capital Market Sales - Downtown Toronto · **About Equiton**: · Founded in 2015, Equiton is a recognized leader in private equity investments, with over $1 billion assets under management. Our exponential growth is a direct outcome of our leadership team understanding h ...

  • OMERS

    Business Analyst, Private Markets

    3 days ago

    OMERS Toronto, Canada

    Why join us? · Are you looking to join a dynamic pension plan that embodies the strong values of its 500,000 members and is an industry leading global investor? If so, we would love to tell you our story. · At OMERS we put our people first and are proud to embrace the diversity o ...

  • Equiton Partners Inc.

    Associate, Private Capital Markets

    5 days ago

    Equiton Partners Inc. Toronto, Canada

    Associate, Capital Market Sales - Downtown Toronto About Equiton: Founded in 2015, Equiton is a recognized leader in private equity investments and is approaching half a billion in assets under management. Our exponential growth is a direct outcome of our leadership team understa ...

  • Kroll

    Intern, Private Capital Markets

    1 week ago

    Kroll Toronto, Canada

    **Intern, Private Capital Markets** · In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just ...

  • Connor, Clark & Lunn Financial Group

    Analyst, Private Market Portfolio Operations

    1 day ago

    Connor, Clark & Lunn Financial Group Toronto, Canada

    **Analyst, Private Market Portfolio Operations** · **Connor, Clark & Lunn Financial Group Ltd.** · **Toronto, ON** · We are looking for an Analyst to join our Private Market Portfolio Operations team. · This team provides an exciting and challenging opportunity to work collaborat ...

  • Connor, Clark & Lunn Financial Group

    Manager, Private Market Portfolio Operations

    1 day ago

    Connor, Clark & Lunn Financial Group Toronto, Canada

    **Manager, Private Market Portfolio Operations** · **Connor, Clark & Lunn Financial Group Ltd.** · **Toronto, ON** · We are looking for a Manager to join our Private Market Portfolio Operations team. · This team provides an exciting and challenging opportunity to work collaborati ...

  • Connor, Clark & Lunn Financial Group

    Technical Business Analyst, Private Market

    9 hours ago

    Connor, Clark & Lunn Financial Group Toronto, Canada

    **Technical Business Analyst, Private Market & Financial Accounting Systems** · **Connor, Clark & Lunn Financial Group Ltd.** · **Toronto, ON** · We are looking for a versatile · **What You Will Do** · It is a position that is important and unique in that you will be defining and ...

  • MUFG Investor Services

    Fund Accounting Supervisor, Private Markets

    6 days ago

    MUFG Investor Services Toronto, Canada

    Company Description · About MUFG Investor Services: · MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG - one of the largest banks in the world with $2.8 trillion in as ...

  • Albourne

    Private Markets Investment Due Diligence Analyst

    9 hours ago

    Albourne Toronto, Canada

    **Analyst Intern, Private Markets Investment Due Diligence (Real Assets) - Summer 2024** · Albourne Partners (Canada) Limited · 366 Adelaide Street W, Toronto, ON · Open to: Undergraduate students · **Overview**: · Albourne is an investment consultant which was founded in 1994. A ...

  • Albourne

    Private Markets Investment Due Diligence Analyst

    1 week ago

    Albourne Toronto, Canada

    **Private Markets Investment Due Diligence Analyst (Private Credit)** · **Albourne Partners (Canada) Limited** · **The Company**: · Albourne is an investment consultant which was founded in 1994. Albourne advises over 300 investors, including institutional investors, financial in ...

  • CIBC

    Private Equity Fund Analyst, Capital Markets

    1 week ago

    CIBC Toronto, Canada

    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 ...

  • Abbott Laboratories

    Manager, Private Markets

    1 week ago

    Abbott Laboratories Mississauga, Canada

    **Manager Private Markets (National) - Abbott Diabetes Care - Mississauga, ON** · **About Abbott** · Abbott is a global healthcare leader, creating breakthrough science to improve people's health. We're always looking towards the future, anticipating changes in medical science an ...

  • Equiton Partners Inc.

    Associate, Private Capital Markets

    4 days ago

    Equiton Partners Inc. Burlington, Canada

    **Associate, Private Capital Markets About Equiton**: Founded in 2015, Equiton is a recognized leader in private equity investments and is approaching half a billion in assets under management. Our exponential growth is a direct outcome of our leadership team understanding how th ...

  • Equiton Partners Inc.

    Associate, Private Capital Markets

    1 week ago

    Equiton Partners Inc. Burlington, Canada

    Associate, Private Capital Markets - Burlington, Ontario · **About Equiton**: · Founded in 2015, Equiton is a recognized leader in private equity investments, with over $1 billion assets under management. Our exponential growth is a direct outcome of our leadership team understan ...

  • iCapital

    Private Markets, Due Diligence

    1 week ago

    iCapital Toronto, ON, Canada

    iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth cli ...

  • OMERS

    Business Analyst, Private Markets

    4 days ago

    OMERS Toronto, Canada Full time

    Why join us? · Are you looking to join a dynamic pension plan that embodies the strong values of its 500,000 members and is an industry leading global investor? If so, we would love to tell you our story. · At OMERS we put our people first and are proud to embrace the diversity ...

  • CIBC

    Client Portfolio Manager, Private Markets

    1 week ago

    CIBC Toronto, ON, Canada

    We're building a relationship-oriented bank for the modern world. The Client Portfolio Manager, Private Markets will be CIBC Asset Management's (CAM) Subject Matter Expert (SME) on private alternative investment solutions. The candidate will be responsible for the commercializati ...