Sharad Soni
Senior Manager - Product Strategy i Cibc Asset Management @CIBC
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WORK HISTORY
Senior Manager - Product Strategy i Cibc Asset Management @CIBC
Toronto, ON, CA
I advise senior leadership, sales teams, and product development teams in making informed decisions across 180+ mutual fund and ETF lineup by translating performance data, fund flows, and market trends into clear, actionable insights. My role spans competitive research, market analysis, and product positioning across equity, fixed income, multi-asset, and alternative strategies.A core part of this work involves building the monitoring frameworks used to track performance versus peers and category medians, and integrating qualitative and quantitative inputs to develop positioning frameworks and narratives used in advisor-facing discussions and shelf reviews. Partnering closely with sales leaders, portfolio managers, and cross-functional stakeholders, I lead the conceptualization and evaluation of new strategies while ensuring sales teams are equipped with clear, defensible messaging.I also influence industry discussions on fund classification through the SIMA committee, helping ensure Canadian fund categorization standards remain practical, consistent, and investor-focused.
EDUCATION
IBS Hyderabad
MBA
SYMBIOSIS INTERNATIONAL UNIVERSITY
BBA, Corporate Finance
George Brown Polytechnic
Post Graduate Certificate (Full Time), Marketing Management of Financial Services
Seneca Polytechnic
Post Graduate Certificate (Full Time), Investment Compliance
SKILLS
ABOUT SHARAD SONI
I work at the intersection of product development, manager research, market intelligence, and investment analytics in Canadian asset management. My focus is advising leadership, sales teams, and product partners on making better decisions by translating fund performance, peer trends, competitive dynamics, and market signals into clear, actionable insights, supporting a comprehensive product shelf exceeding $100B in AUM.A central part of my role is building scalable analytics frameworks, including Power BI dashboards, performance monitoring systems, and competitive intelligence tools. This work includes evaluating outcomes, interpreting market trends, and synthesizing complex data into insights that are presented directly to senior leadership and distribution teams through monthly touch-points. These insights help drive strategic product positioning decisions across 150+ Mutual Funds and 25+ ETFs.As an elected representative of my firm on the SIMA (formerly IFIC) Fund Categorization Committee, I collaborate with peers across the industry, architecting committee decisions that standardize classification for Canadian-domiciled investment funds.Engaging with others in asset management to exchange ideas on product strategy, mutual funds, ETFs, ESG, data automation, manager research, and how analytics can fuel decision-making and business growth is always a welcome opportunity.Focus areas: Mutual Funds, ETFs, Investment Products, Product Strategy, Competitive Intelligence, Manager Research, Investment Analytics, ESG, Liquid Alternatives.
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