Portfolio Oversight Reporting & Project Manager, Equity Products

About the role

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.

Responsibilities

• Lead projects from intake and definition through implementation, stabilization, and closeout, with 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.