Hedge Fund Portfolio Manager

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 they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing 

As a Hedge Fund Portfolio Manager, you will perform investment research across all hedge fund strategies globally. You will be responsible for conducting extensive qualitative and quantitative due diligence on hedge fund and private credit strategies/managers and make recommendations. Other responsibilities include developing new investment themes, sourcing and analyzing new strategies, managing and monitoring incumbent managers, and managing funds/portfolios of hedge funds. We highly value continuous improvement and innovation in our research process to target superior performance. We serve in a fiduciary capacity for our clients by working closely with our relationship management and business developments teams across the U.S. to provide sound investment management and advisory services. Furthermore, new strategy and/or fund development is strongly encouraged.

How you'll succeed 

• Conduct extensive qualitative and quantitative due diligence on existing investment strategies and make recommendations on external managers.

• Develop and implement different methodologies for managing and analyzing investment portfolios.

• Source and analyze new themes, strategies, and managers.

• Support senior management and the investment officers by performing duties such as research, preparation of analytical studies, reports, and presentations

• Work with Relationship Managers, Business Development Officers, clients, and prospects provide manager information and portfolio construction ideas.

• Work with team to write white papers and other informational content on relevant topics, including educational/marketing content to support business development efforts

• Employ a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities.

• Contribute to a strong organizational culture through positive, collaborative behaviors resulting in client and employee engagement.

• Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome them, and looking for innovative ways to improve.

Who you are 

• Graduate degree, such as a MBA, preferably in a field such as finance, math, science, or other business-related fields

• CFA preferred, but not required

• 15+ years of experience as an investment portfolio manager focused on hedge fund strategies

• Excellent verbal and written communication skills with ability to convey information to internal partners and external clients/prospects in a clear and concise manner 

• Strong analytical and problem-solving skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions

• Proficient with Microsoft Excel, Word, and Power Point, as well as financial data software, such as Bloomberg and FactSet

• Strong attention to detail with excellent organization skills and process orientation

• Strong project management skills

• Leadership skills to help develop the next generation of leaders

California residents — your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $200,000 - $230,000 for the Boston, MA market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• 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.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

MA-100 Federal Street, 37M Fl

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Financial Analysis, Group Problem Solving, Investment Products, Professional Presentation, Researching, Research Reporting, Wealth Management