Client Portfolio Manager, Quantitative Equity
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Interested in joining one of Canada’s top performing asset managers? We are looking for a Client Portfolio Manager, Quantitative Equity . This role will combine institutional client coverage with deep knowledge of quantitative investment strategies, working closely with institutional clients, consultants, investment teams and internal stakeholders. You will serve as a key investment resource for clients, helping them understand portfolio construction, factor exposures, risk, performance, implementation and model behaviour, while ensuring a high-quality and scalable client experience.
What You Will Do:
- Act as a senior investment and client-facing resource for a portfolio of institutional Quant clients and consultants
- Develop trusted relationships with clients and provide ongoing investment-focused coverage tailored to their objectives and needs
- Explain quantitative investment strategies, portfolio construction, factor exposures, risk, attribution, implementation and model behaviour in a clear and compelling manner
- Lead and participate in client meetings, investment reviews, consultant meetings and presentations, responding to sophisticated investment questions and requests
- Translate complex investment concepts and quantitative analysis into clear insights and recommendations for institutional audiences
- Coordinate client inquiries and issues across investment, operations, product, legal and other internal teams, ensuring effective follow-through and resolution
- Identify emerging client needs, trends and opportunities and communicate relevant insights to investment and senior leadership teams
- Support client retention and business growth by deepening relationships and identifying opportunities to enhance the client experience
- Contribute to the evolution of the Quant client coverage model, processes and resources to support the continued growth of the institutional business
What You Bring:
- 7+ years of experience in institutional asset management, investment management, portfolio management, client portfolio management or a related investment role
- Experience working with institutional clients, investment consultants, pension plans, foundations, endowments or other sophisticated investment organizations
- Strong understanding of quantitative investment strategies and the ability to discuss portfolio construction, factor exposures, risk, attribution and implementation
- Experience in a client-facing investment role, with the ability to build credibility and trusted relationships with sophisticated institutional audiences
- Strong investment knowledge and the ability to translate complex quantitative and investment concepts into clear, client-friendly discussions
- Excellent communication and presentation skills, with experience leading investment meetings and presenting to senior clients and consultants
- Strong relationship management and collaboration skills, with the ability to work effectively across investment, client service and corporate teams
- Highly organized with the ability to manage multiple client relationships, priorities and complex requests in a fast-paced environment
- Undergraduate degree in Finance, Economics, Mathematics, Statistics, Engineering or a related discipline
- CFA designation or progress toward the CFA designation would be considered an asset
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Experience with quantitative investment models, portfolio analytics or investment risk systems would be considered an asset
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We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact talentacquisition@cclgroup.com if you require accommodation.
AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.
As published by greenhouse · 9 questions · 1 written answer
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter
Short answers (3)
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- Have you been employed by Connor, Clark & Lunn Financial Group or any associated affiliates in the past?
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- Are you currently entitled to work in the country to which you are applying on an ongoing basis (that is, with no end date) and without limitation (for instance, not on a study permit with hours of work limitation or on a work permit that ties you to a specific employer)?
- By submitting this application form, you acknowledge (1) that the information provided by you is accurate to the best of your knowledge, and (2) that a job offer or any employment provided to you by Connor, Clark & Lunn Financial Group is contingent on you having provided accurate information. Any information provided that is incorrect may impact the hiring decision. If the inaccuracy of any information is discovered after you are offered employment, your employment offer may be rescinded. If the inaccuracy of any information is discovered after you are hired, your employment may be terminated with immediate effect.
Written answers (1)
- If your answer to the above question is “No” or if you are unsure how to answer the above question, please provide a full explanation below including information relating to your ability to work in the country of the role which you are applying, information relating to the type of work permit you are on (if applicable) and its validity dates (start and end dates), and any other relevant information. If your answer to the above question is "Yes", please enter "N/A" into the text box below.