Job Purpose:

  • The Manager, Product Strategy and Research will play a critical role in helping the team manage and develop investment industry competitive intelligence to support the growth of the CIBC Asset Management (CAM) business
  • The successful candidate is experienced and has a solid understanding of investment products and the competitive landscape, and will be able to identify, define, research, interpret and advise on key trends within Canada and around the world and how it relates to the CAM business
  • As a key member of the team you will help support multiple product management functions across the Mutual Fund, ETF, Institutional, and Managed Solutions product platform.

Your Responsibilities:

  1. Competitive Intelligence
  • The successful applicant will be a key contributor in a small team with core responsibilities related to industry and market intelligence
  • Analyze the investment industry to identify trends and understand how these findings impact CAM’s business
  • Perform market, industry and product research and analysis to identify and assess strategic and tactical actions and implications for CAM
  • Develop, maintain and evaluate reports to communicate insights on industry trends such as asset flows to mutual funds (and other investment vehicles), industry fund categories and product types, primarily within the Canadian market
  • Maintain and enhance comprehensive competitive information packages on market penetration, product capabilities, trends and developments of competitors
  1. Product Research / Management
  • Responsible for conducting extensive and in-depth analysis on both CAM products and competitors (mutual funds, ETF’s, alternatives, etc.) and present findings to internal stakeholders
  • Develop research to contribute to the development of new products or product enhancements
  • Lead the performance review process of all CAM products
  • Assist with comprehensive research into investment themes and topics
  • Product positioning – create research pieces and sales aids to assist our sales teams in identifying opportunities.  This could entail peer group / category analysis reports, developing marketing documents/collateral, deep dive into a competitor product, white papers, etc.
  • Present and communicate various research and findings to the sales channels on a regular basis
  • Assist with the communication of product information through training and marketing programs/campaigns
  • Participate in the development and ongoing management of both strategic and tactical plans and contribute to the successful execution of these plans
  • Will help support as needed on: responding to Product Mailbox inquiries, RFI requests, ad-hoc projects, product initiatives (audit, legal and compliance requirements).

Skills and Qualifications:

  • Knowledge/experience within the investment industry and solid understanding of investment fund products (mutual funds, ETF’s, hedge funds, alternatives, etc.) is a must
  • Excellent analytical and research skills – ability to source data, manipulate the data sets if applicable and analyze/interpret the results.
  • Highly motivated individual with strong multi-tasking and time management skills.
  • Well-developed written, verbal and presentation skills. This role will require presenting to the sales teams on product pitches/opportunities, product training, etc.
  • Post Secondary education in Business, Finance or similar programs or comparable work experience in the investment industry.
  • At least 5 years of experience in the financial services industry, preferably in a Product Management and/or research-oriented role.
  • Industry accreditations an asset (e.g. CFA, CFP, CIM, CAIA).
  • Proficient/strong working knowledge of Excel (VBA, programming) and PowerPoint.
  • A solid understanding of the investment sales process/model is preferred.
  • Working knowledge of Morningstar Direct is preferred.
  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

Source: for more information click here.

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