Client Portfolio Manager

- Employer
- CIBC
- Location
- Toronto
- Starts
- Closes
- Sector
- Financial – Investment
- Practice Area
- Actuarial Evidence
- Actuarial designation
- Actuary – FCIA
- Location
- Ontario
<p><strong>What you’ll be doing</strong> </p> <p>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. </p> <p><em>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.</em></p> <p><strong>How you’ll succeed</strong> </p> <ul> <li> <p><strong>Innovative solutions</strong> - 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. </p> </li> <li> <p><strong>Project work</strong> - Lead and/or participate in strategic projects looking to expand or evolve CIBC’s suite of liability aware and risk capital solutions. </p> </li> <li> <p><strong>Provide solutions</strong> - 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. </p> </li> <li> <p><strong>Reporting</strong> - Oversee and evolve key client reporting for existing and new risk-solutions provided on monthly & quarterly basis. </p> </li> <li> <p><strong>Leadership</strong> - Manage and develop junior team members. </p> </li> </ul> <p><strong>Who you are</strong> </p> <ul> <li> <p><strong>You can demonstrate experience</strong> across any of the following: LDI, ALM, fixed income, risk-seeking assets, derivatives, stochastic modelling, defined benefit pension plans. </p> </li> <li> <p><strong>You have a university degree </strong>preferably in Business, Finance or Actuarial Science. </p> </li> <li> <p><strong>You’re a certified professional. </strong>Preferably, you have current accreditation with the CFA Institute along with applicable Securities commission requirements for advising institutional clients. </p> </li> <li> <p><strong>Deep actuarial knowledge </strong>as evidenced by FSA/FCIA designation<strong>.</strong> </p> </li> <li> <p><strong>You can demonstrate experience </strong>in at least two of the following: Institutional Client Servicing, Institutional Sales/Marketing, Portfolio Management, Asset consulting. </p> </li> <li> <p><strong>You put our clients first.</strong> You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. </p> </li> <li> <p><strong>You love to learn.</strong> You have strong knowledge and understanding of financial markets and economic matters sufficient to provide explanations to our most sophisticated clients. </p> </li> <li> <p><strong>You work well under pressure </strong>and capable of delivering client requirements under strict deadlines. </p> </li> <li> <p><strong>Values matter to you</strong>. You bring your real self to work and you live our values - trust, teamwork, and accountability.</p> </li> </ul>
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