Client Portfolio Manager

RP Investment Advisors LP; Toronto; On-site; CAD 150,000 - 175,000; Full time

Benefits offered by this job

Health, dental and vision insurance

Wellness credits

Employee Assistance Program

Job summary

RP Investment Advisors LP seeks a Client Portfolio Manager to engage institutional, retail and private wealth clients, presenting portfolio concepts, performance and market outlook with clarity and credibility. You will partner with sales and investment teams to translate complex ideas into concise client communications.

You will maintain deep knowledge of fixed income strategies, fund structures and mandates, support board and investment committee presentations, and contribute to market

Qualifications

• 10–15+ years of experience in fixed income and client engagement across institutional and wealth channels.
• Demonstrated experience supporting or presenting to boards and investment committees.
• Proficiency with CRM systems (Salesforce) and strong Excel/PowerPoint skills.

Responsibilities

• Act as an investment representative supporting client engagement across institutional, retail, and private wealth channels.
• Prepare and deliver client materials, quarterly reviews, presentations, and updates.
• Contribute to market commentaries and client communications, ensuring consistency across segments.

Skills

Fixed income experience

Client communication

CRM systems

Excel/PowerPoint

Board/investment committee exposure

Bilingual English/French

Investment committee presentations

Executive presence

Education

CFA or CIM

Tools

Salesforce

Job description

The duties and responsibilities of the Client Portfolio Manager include but are not limited to:

• Client Engagement & Investment Representation
  • Act as an investment representative supporting client engagement across institutional, retail, and private wealth channels.
  • Participate in client meetings, including board and investment committee presentations, alongside sales and senior investment team members.
  • Clearly articulate portfolio construction, positioning rationale, performance, and market outlook in a client-appropriate manner.
  • Translate complex investment concepts into clear, concise, and compelling insights for both technical and non-technical audiences.
  • Support relationship development in partnership with the sales team, who retain ownership of client relationships.
• Maintain an in-depth understanding of portfolio positioning, investment strategies, fund structures, and mandate guidelines across all strategies.
• Ensure consistency of investment messaging across client segments by aligning closely with Portfolio Managers and Client & Product Solutions.
• Provide forward-looking market perspectives aligned with portfolio strategy.
• Act as a conduit between investment teams and clients to ensure accurate and consistent communication.
• Support the preparation and delivery of client materials including quarterly reviews, presentations, and ad hoc updates.
• Review and contribute to performance commentary, attribution insights, and client communications.
• Partner with internal teams (Risk & Analytics, Operations, Compliance) to ensure accuracy and consistency of client deliverables.
• Business Development Support
  • Support business development initiatives by participating in prospect meetings and client presentations across all channels.
  • Contribute to RFPs, DDQs, and other client-facing materials.
  • Assist in identifying opportunities to deepen relationships and expand mandates within existing clients.
  • Support engagement with institutional consultants, financial advisors, and direct clients as applicable.
• Thought Leadership & Content Development
  • Develop market commentaries, white papers, and client communications in partnership with Client & Product Solutions and Investment Management.
  • Contribute to the creation of presentation materials and product positioning documents (e.g., monthly/quarterly commentaries, updates, trade spotlights).
  • Represent the firm at client events, conferences, and industry forums as an investment subject matter expert when appropriate.
• Cross-Functional Collaboration
  • Collaborate closely with Portfolio Managers, sales, compliance, and operations teams.
  • Provide client feedback and market insights to investment teams to inform strategy and product development.
  • Maintain a strong understanding of portfolio guidelines and constraints to effectively communicate positioning within client mandates.
• Investment & Technical Expertise – Advanced knowledge of global fixed income markets (cash and derivatives), portfolio construction, fund structures, and quantitative bond analysis. Ability to clearly articulate portfolio strategy and positioning without assuming portfolio risk or discretionary authority.
• Client Channel Expertise – Strong understanding of institutional, retail, and private wealth client segments, including their objectives, decision-making processes, and portfolio construction needs.
• Strategic Communication – Exceptional written, verbal, and presentation skills with the ability to translate complex investment concepts into clear, compelling narratives tailored to diverse audiences. Demonstrates credibility and gravitas in client interactions.
• Accountability & Ownership – Takes initiative, anticipates needs, and delivers with a high degree of professionalism and reliability.
• Collaboration & Team Orientation – Works effectively across teams, fostering strong relationships with sales, portfolio management, and broader business functions.
• Operational Excellence & Integrity – Maintains high standards of accuracy, professionalism, and adherence to regulatory and internal policies.

Requirements

• 10–15+ years of experience in fixed income (Portfolio Manager, trader, or product specialist), with meaningful exposure to institutional clients and consultants.
• Deep understanding of portfolio construction, fund structures, mandate guidelines, and investment strategy implementation.
• Demonstrated experience supporting or participating in board and investment committees presentations.
• CFA or CIM, and other minimum criteria for registration with Canadian securities regulators are required.
• Excellent communication and relationship management skills.
• High degree of professionalism, executive presence and sound judgment in client-facing environments.
• Proficiency with CRM systems (e.g., Salesforce) and strong Excel/PowerPoint skills.
• Bilingualism (English/French) is considered an asset.
• Artificial Intelligence may be used as part of this recruitment initiative.
• Compensation Range: $150,000 – $175,000 base salary, additional compensation may be available.

RPIA is proud to be Great Place to Work Certified. What sets us apart?

• Exceptional single and family benefits package that includes health, dental, and vision insurance plus additional Health Care Spending and Wellness credits.
• inConfidence (provided by Medavie Blue Cross via Inkblot) Employee and Family Assistance Program to support mental well-being and extends to all family members in your household.
• Opportunities for professional and personal growth through:
  • Cross-functional Mentorship Program
  • Internally curated Leadership Skills training program

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at [e-mail] if you require accommodation during the recruitment process.

Our culture is defined by our six core values: client-first, innovation, excellence, partnership, integrity, and giving back. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 135 employees and approximately $23 billion under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.