Client Portfolio Manager, Quantitative Equity

Connor, Clark & Lunn Investment Management; Toronto; In loco; CAD 150.000 - 230.000; Tempo pieno

Descrizione del lavoro

Connor, Clark & Lunn Investment Management in Toronto seeks a Client Portfolio Manager focused on Quantitative Equity. You will cover institutional clients and consultants, explaining portfolio construction, factor exposures, risk and model behavior with credibility.

You will lead meetings, respond to sophisticated questions, and coordinate cross-functional teams to support client success and business growth.

Competenze

• 7+ years in institutional asset management or related investment role.
• Experience with institutional clients, consultants, pension plans, foundations or endowments.
• Strong understanding of quantitative investment strategies, portfolio construction, risk, attribution and implementation.
• Client-facing experience with credible relationships to sophisticated institutional audiences.
• Ability to translate quantitative concepts into clear client discussions.
• Excellent communication and presentation skills for meetings with senior clients.

Mansioni

• Act as senior investment and client-facing resource for Quant clients and consultants.
• Develop trusted client relationships and provide investment-focused coverage.
• Explain quantitative strategies, portfolio construction, risk, attribution and implementation clearly.
• Lead client meetings, investment reviews, and consultant presentations.

Conoscenze

years of experience

client-facing

quantitative investing

communication

presentation

relationship management

multi-team collaboration

organization

finance math

portfolio construction

Formazione

Finance/Economics/Mathematics/Statistics/Engineering degree

Strumenti

portfolio analytics

risk systems

CFA (asset)

Descrizione del lavoro

Interested in joining one of Canada’s top performing asset managers? We are looking for a Client Portfolio Manager, Quant it ative Equit y . 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. Please contact [e-mail] 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.