Experience

CI Investments Inc.

• Canada
• 1 - 100 Employee

• Vice President Of Strategic Alliances

  • Jan 2020 - Present

  Maintain and strengthen relationship with manager research and oversight teams, leadership teams, portfolio managers and platform analysts across banks, wealth management outfits & private investment counsels, IIROC dealers, family offices and consultants. Currently relationship value of ~ $4 bn. Ensure fair representation of CI strategies on recommended lists, SMA/UMA platforms across the IIROC channel and private wealth outfits. Collaborate closely with internal investment… Show more Maintain and strengthen relationship with manager research and oversight teams, leadership teams, portfolio managers and platform analysts across banks, wealth management outfits & private investment counsels, IIROC dealers, family offices and consultants. Currently relationship value of ~ $4 bn. Ensure fair representation of CI strategies on recommended lists, SMA/UMA platforms across the IIROC channel and private wealth outfits. Collaborate closely with internal investment, sales, product and marketing teams to ensure alignment of business and client objectives. Identify investment and product placement opportunities with existing clients as well as prospects through a consultative approach. Leverage on these relationships to grow assets under management for the firm. Conduct regular due diligence meetings and participate in RFPs. Work closely with investment, marketing and analytics teams for decks and information around these activities. Provide monthly and quarterly reporting to clients on strategies on their platform as well as respond to adhoc information and PM interaction requests. Respond to inquiries and act as a liaison between the client and various teams within CI (Portfolio Management, Dealer Relations, Compliance, Operations & Analytics) Show less Maintain and strengthen relationship with manager research and oversight teams, leadership teams, portfolio managers and platform analysts across banks, wealth management outfits & private investment counsels, IIROC dealers, family offices and consultants. Currently relationship value of ~ $4 bn. Ensure fair representation of CI strategies on recommended lists, SMA/UMA platforms across the IIROC channel and private wealth outfits. Collaborate closely with internal investment… Show more Maintain and strengthen relationship with manager research and oversight teams, leadership teams, portfolio managers and platform analysts across banks, wealth management outfits & private investment counsels, IIROC dealers, family offices and consultants. Currently relationship value of ~ $4 bn. Ensure fair representation of CI strategies on recommended lists, SMA/UMA platforms across the IIROC channel and private wealth outfits. Collaborate closely with internal investment, sales, product and marketing teams to ensure alignment of business and client objectives. Identify investment and product placement opportunities with existing clients as well as prospects through a consultative approach. Leverage on these relationships to grow assets under management for the firm. Conduct regular due diligence meetings and participate in RFPs. Work closely with investment, marketing and analytics teams for decks and information around these activities. Provide monthly and quarterly reporting to clients on strategies on their platform as well as respond to adhoc information and PM interaction requests. Respond to inquiries and act as a liaison between the client and various teams within CI (Portfolio Management, Dealer Relations, Compliance, Operations & Analytics) Show less



CI Institutional Asset Management

• Canada
• Investment Management
• 1 - 100 Employee

• Director Strategic Alliances

  • Aug 2018 - Present

• Senior Manager Strategic Alliances

  • Apr 2018 - Present