Portfolio Oversight Reporting & Project Manager, Equity Products

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

What Youll Be Doing

The Project Manager Equity Products & Portfolio Oversight Reporting is a hybrid business-management and data-stewardship role within CIBC Private Wealths Investments organization. Reporting directly to the Managing Director of Portfolio Oversight this individual will lead cross-functional initiativesparticularly those affecting proprietary equity products investment processes and supporting technologywhile owning the portfolio oversight reporting framework. The role connects investment relationship management fiduciary operations technology risk legal and compliance partners to translate business needs into well-governed projects accurate management information and sustainable operating processes.

At CIBC we enable the work environment most optimal for you to thrive in your role. Youll have the flexibility to manage your work activities within a hybrid work arrangement where youll spend 3 days per week on-site while other days will be remote.

Cross-Functional Project Management

• Lead projects from intake and definition through implementation stabilization and closeout with particular emphasis on equity products portfolio implementation oversight processes and investment-support capabilities.
• Develop clear project charters scope statements workplans milestones decision logs risk and issue registers status reporting and implementation-readiness criteria.
• Coordinate subject-matter experts and delivery partners across Investments Relationship Management Fiduciary Operations Technology Data Risk Legal and Compliance.
• Facilitate working sessions governance forums and executive updates; surface trade-offs secure decisions and drive timely resolution of dependencies and blockers.
• Translate investment and operating requirements into actionable process data reporting control and technology specifications.
• Support product launches strategy changes platform enhancements control improvements and remediation efforts affecting the equity product lifecycle.
• Ensure initiatives follow applicable project governance testing documentation change-management and post-implementation review standards.

Portfolio Oversight Reporting & Data Stewardship

• Own the end-to-end portfolio oversight reporting function including reporting calendars data sourcing controls production distribution retention and continuous improvement.
• Produce and enhance recurring management and governance reporting covering investment reviews open and aged exceptions portfolio-construction risks pre-trade controls operating trends and other key oversight indicators.
• Maintain authoritative definitions business rules data lineage calculation logic thresholds ownership and documentation for portfolio oversight metrics.
• Establish data-quality controls and reconciliations; investigate anomalies coordinate remediation and clearly communicate data limitations or changes in methodology.
• Design scalable reporting templates and dashboards that provide useful cuts by legal entity region office strategy exception type aging or other relevant dimensions.
• Partner with source-system owners and technology teams to automate manual reporting improve data availability and strengthen repeatability and auditability.
• Respond to ad hoc senior-management board risk compliance audit and regulatory requests with accurate timely and well-supported analysis.
• Convert reporting insights into prioritized actions escalation themes and recommendations for process or control improvement.

Governance Controls & Continuous Improvement

• Embed clear ownership approvals evidence version control and recordkeeping into project and reporting processes.
• Identify process gaps operational risks and opportunities to simplify or standardize execution across teams.
• Develop procedures job aids and training materials that support consistent adoption.
• Build trusted relationships with senior stakeholders and serve as a central point of coordination for equity-related initiatives and portfolio oversight information.

How Youll Succeed

• Deliver with discipline: Projects have clear scope accountable owners transparent status controlled risks and measurable outcomes.
• Create trusted information: Reports are accurate timely consistent traceable and decision-useful.
• Connect the organization: Stakeholders understand priorities decisions dependencies and next steps.
• Think like an owner: You anticipate issues challenge inefficient practices and create sustainable solutions rather than one-time fixes.
• Balance detail and perspective: You can reconcile data at a granular level while communicating the broader business and risk implications to senior leaders.

Who You Are

• Educational background: Bachelors degree in finance business economics data analytics information systems or a related field; equivalent relevant experience considered.
• Experience: Typically 58 years of experience in project or program management investment operations wealth or asset management business management data governance reporting or a related discipline.
• Owner mindset: Demonstrated success leading cross-functional initiatives in a regulated control-oriented environment.
• Analytical : Strong understanding of data stewardship reporting controls metric governance reconciliation and management information.
• Technical skills: Advanced Excel and PowerPoint capability; experience with business-intelligence workflow data-query or automation tools is strongly preferred. Working knowledge of investment products and portfolio management processes; familiarity with equity separately managed accounts investment reviews portfolio restrictions trading workflows or compliance controls is preferred.
• Relationship builder: Excellent written and verbal communication skills including the ability to present complex information clearly to executives and governance bodies.
• Detail oriented: Highly organized analytical and detail-oriented with sound judgment and the ability to manage competing priorities.
• Values matter to you: You bring your real self to work and you live our values trust teamwork and accountability.

Preferred Credentials

• Agile or comparable project-management training.
• Experience with SQL Power BI Tableau Alteryx Python or similar reporting and analytics tools.
• Experience supporting audit regulatory examination issue remediation or senior governance committees.

At CIBC we offer a competitive total rewards package. This role has an expected salary range of $175000 - $190000 for the NY NY market based on experience qualifications and location of the successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employees 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.

This position does not offer visa sponsorship.

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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

• 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

NY-New York 300 Madison Ave Fl 7

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking Client Service Customer Experience (CX) Investment Services Long Term Planning People Management Personal Initiative Product Technical Support Stakeholder Relationship Management Work Collaboratively

Required Experience:

IC