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Position Summary

The Vice President, Institutional Portfolio Manager – Alternatives works closely with the Alternative Investments team, Portfolio Managers, Product, and Distribution to articulate CI GAM’s alternative investment methodologies, competitive advantages, portfolio positioning, strategies, outlooks, and market insights across private markets and liquid alternatives. This role reports to and supports the SVP, Alternative Investments Distribution in the national execution of CI’s alternatives strategy, acting as a senior investment spokesperson and extension of the SVP’s mandate across client engagement, advisor enablement, content development, and platform execution. 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 GAM’s 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 CI’s 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 SVP’s 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 GAM’s 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 CI’s 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 transparent, 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. Benefits

Siège social moderne situé à distance de marche d’Union Station Remboursement de la formation Désignations professionnelles payées Régime d’épargne des employés (REE) Programme de rabais d’entreprise Avantages sociaux collectifs améliorés Programme de complément de congé parental Congés payés pour activités bénévoles Work Environment

Nous offrons un environnement de travail en présentiel, des avantages sociaux concurrentiels et un milieu de travail bienveillant, afin de permettre à nos employés de s’épanouir tant sur le plan personnel que professionnel. EEO Statement

CI Financial Corp. et toutes ses sociétés affiliées (“CI”) offrent un environnement de travail équitable et accessible. CI s’engage à prendre en compte les besoins d’accommodement pour les personnes handicapées. Si vous avez besoin de mesures d’adaptation pour postuler une offre d’emploi, ou si vous avez besoin que cette offre soit publiée dans un autre format, ou si ce besoin se fait sentir à toute autre étape du processus de recrutement, communiquez avec nous à l’adresse [email protected], ou appelez le (phone hidden), poste 4747.

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📌 Vice President, Institutional Portfolio Manager, Alternative Investments (Toronto)
🏢 CI Financial
📍 Toronto