Head of Portfolio Oversight
4 weeks ago
CIBC is seeking a seasoned professional to lead our Portfolio Oversight team. As the Head of Portfolio Oversight, you will be responsible for designing, implementing, and overseeing the trade order management function of our centrally managed equity and fixed income strategies. With a focus on regulatory compliance and risk management, you will lead a team of investment professionals and specialists to ensure that client investment portfolios are invested in accordance with the client investment policy statement and decisions of the Investment Policy Committee.
Key Responsibilities- Lead a team of investment professionals and specialists to implement an effective operating model to execute strategy implementation investment oversight functions efficiently and effectively
- Oversee the trade order management process for separately managed accounts across the firm
- Develop and implement investment oversight and monitoring processes to ensure compliance with regulatory requirements and internal policies and procedures
- Develop appropriate metrics and reporting processes to provide investment management insight through consistent data and timely analytics meeting a variety of needs (board reporting, management reporting and any client reporting inquiries)
- Conduct regular reviews and assessments of investment activities to identify potential issues and recommend corrective actions
- Maintain strong relationships with regulatory authorities and external partners to stay updated on industry best practices
- Serve key investment governance role as member of investment policy, trading practices, investment review oversight, mutual fund oversight, and proxy voting committees.
- Work on cross-functional investment team initiatives to expand investment platform offering, as appropriate
- Bachelor's degree in finance or other business related field. Advanced degree or designation preferred (e.g., MBA, CFA)
- Proven experience in investment management, risk assessment and compliance in the banking sector
- Strong knowledge of investment products, regulatory requirements, and investment operations
- Excellent analytical skills and attention to detail to evaluate investment and trading processes
- Effective communication and leadership abilities to interact with diverse stakeholders
- Ability to work under pressure and make timely decisions in a fast-paced environment
CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
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