Portfolio Oversight Reporting & Project Manager, Equity Products
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
The Project Manager, Equity Products & Portfolio Oversight Reporting is a hybrid business-management and data-stewardship role within CIBC Private Wealth’s Investments organization. Reporting directly to the Managing Director of Portfolio Oversight, this individual will lead cross-functional initiatives—particularly those affecting proprietary equity products, investment processes, and supporting technology—while 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. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll 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 You’ll 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: Bachelor’s degree in finance, business, economics, data analytics, information systems, or a related field; equivalent relevant experience considered.
- Experience: Typically 5–8 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.
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 $175,000 - $190,000 for the NY, NY 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.
This position does not offer visa sponsorship.
#LI-TA
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 [Mailbox.careers-carrieres@cibc.com](mailto:Mailbox.careers-carrieres@cibc.com)
- 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
About CIBC
CIBC is a financial service company that offers business solutions.
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