At a Glance
- Tasks: Manage institutional client portfolios and explain quantitative investment strategies.
- Company: Join one of Canada’s top asset managers with a focus on innovation.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Inclusive recruitment process with accommodations available for all candidates.
- Why this job: Make an impact by helping clients navigate complex investment strategies.
- Qualifications: 7+ years in asset management and strong communication skills required.
The predicted salary is between 148500 - 181500 $ per year.
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.
- Experience with quantitative investment models, portfolio analytics or investment risk systems would be considered an asset.
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.
Client Portfolio Manager, Quantitative Equity in Vancouver employer: Connor, Clark & Lunn Investment Management
Connor, Clark & Lunn Investment Management is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals in the finance sector. Located in Canada, the company offers competitive benefits, opportunities for professional growth, and a commitment to delivering a high-quality client experience, ensuring that employees feel valued and empowered in their roles. Join us to be part of a team that prioritizes excellence and supports your career development in the dynamic field of quantitative equity.
Contact Details:
Connor, Clark & Lunn Investment Management Recruitment Team
