Canadian Imperial Bank of Commerce logo
Canadian Imperial Bank of Commerce3 weeks ago

Alternatives Client Portfolio Manager

$200,000–$230,000 year

On-site · Boston, Massachusetts, United States

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise

Job Summary

Alternatives Client Portfolio Manager at CIBC serves as a bridge between the alternative investment team, business development/advisor teams, and UHNW clients/prospects, educating advisors and clients on private equity, private credit, hedge funds, and real assets while tailoring portfolios to client goals. Responsibilities include communicating performance and market trends, translating complex investment strategies into actionable guidance, collaborating with advisors to align asset allocation with client risk tolerances, and delivering client-facing materials and thought leadership. The role involves extensive interaction with clients and intermediaries, thought leadership development, and contributing to distribution strategy, with travel to engage clients and attend industry events. Strong communication, interpersonal and presentation skills, plus a deep understanding of alternative investments, are essential. CFA designation is preferred; a Bachelor's degree is required, and the position anticipates a high level of client engagement and collaboration across teams.

Required Qualifications

  • Bachelor's degree in Finance or Economics
  • 10+ years of related experience in relationship management and/or investment roles
  • Portfolio management experience (preferred)
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$200k – $230k / yr

Alternatives Client Portfolio Manager · Canadian Imperial Bank of Commerce

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