Vice President, Institutional Portfolio Manager, Alternative Investments

At CI we see a great place to work as one that is a safe place for everyone to have a voice where people are empowered to take ownership over meaningful work where there is an opportunity to grow through stretching themselves where they can work on innovative products and projects and where employees are supported and engaged in doing so.

WHAT YOU WILL DO

• Execute on the strategic priorities platform initiatives and national go-to-market agenda set by the SVP Alternative Investments Distribution.
• Lead the development and ongoing refinement of investment narratives positioning frameworks and growth strategies to support the expansion of CI GAMs alternative investment platform across private credit private equity infrastructure real assets and liquid alternatives.
• Partner closely with Portfolio Management Product and Distribution teams to create and implement strategies that support alternative investment sales enhance the quality and consistency of materials and strengthen CIs competitive positioning across channels.
• Serve as a proxy for the Portfolio Management team in client-facing contexts by articulating portfolio construction risk management performance drivers and macro positioning with credibility and clarity.
• Monitor and analyze portfolio performance market conditions and competitive dynamics across alternative strategies providing proactive insights positioning recommendations and actionable solutions to inform and support the SVPs strategic decision-making and national priorities.
• Responsible for creating reviewing and enhancing marketing and meeting materials writing investment commentaries contributing to outlook pieces and providing insights for client reports and advisor communications.
• Present CI GAMs principles processes products and portfolio positioning to internal stakeholders advisors institutional clients gatekeepers and research analysts.
• Participate in and/or lead client meetings due diligence sessions and investment committee discussions representing the Alternatives team and supporting both prospective and existing clients.
• Proactively engage with CIs Distribution teams (retail private wealth and institutional) to provide value-added support thought leadership and investment expertise to drive asset growth.
• Represent CI GAM at industry conferences roadshows and client events positioning CI as a leader in alternative investments and private markets.
• Support client retention efforts through in-person meetings conference calls webinars and follow-up engagements as required including stepping in for Portfolio Managers when appropriate.
• Contribute to the design positioning and launch of new alternative investment strategies in partnership with Product and Portfolio Management ensuring clear differentiated messaging and strong go-to-market execution.

WHAT YOU WILL BRING

• Minimum 10 years of relevant experience in asset management with deep exposure to alternative investments private markets or complex investment strategies.
• CFA CAIA CIM or similar designations strongly preferred.
• Extensive client-facing experience with a proven ability to communicate sophisticated investment concepts to institutional private wealth and advisor audiences.
• Strong technical knowledge of financial markets portfolio construction and alternative investment structures with the ability to establish credibility with senior Portfolio Managers and investment teams.
• Demonstrated ability to provide actionable insight on the competitive landscape across strategies structures and distribution channels.
• Strong ownership mindset with a desire to build sustain and grow assets across a national platform.
• Excellent project management skills including the ability to manage multiple initiatives prioritize effectively and deliver high-quality outputs under tight timelines.
• Exceptional presentation writing and interpersonal skills with the ability to tailor messaging to audiences with varying levels of investment sophistication.
• Ability to operate with a high degree of autonomy while working in close partnership with senior leadership.
• French language capability is an asset.
• Travel will be required.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965 we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition a desire to commit to a curious mindset for continuous learning and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment competitive benefits and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Topup program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking Apply. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (CI) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities require this posting in an additional format or require accommodation at any stage of the recruitment process please contact us or call ext. 4747.