Client Portfolio Manager, Quantitative Equity

Connor, Clark & Lunn Investment Management (CC&L); Vancouver; On-site; CAD 130,000 - 170,000; Full time

Job summary

Connor, Clark & Lunn Investment Management (CC&L) seeks a Client Portfolio Manager, Quantitative Equity to blend institutional client coverage with deep expertise in quantitative investment strategies in Vancouver. You will work with institutional clients, consultants, investment teams and internal stakeholders to explain portfolio construction, factor exposures and model behaviour.

You will lead meetings, deliver investment-focused coverage, and translate complex quantitative insights into

Qualifications

• 7+ years in institutional asset management or a related investment role.
• Experience with institutional clients, consultants, pension plans, foundations or endowments.
• Strong understanding of quantitative investment strategies, portfolio construction, factor exposures, risk and implementation.
• Experience in a client-facing investment role with sophisticated institutional audiences.
• Excellent communication and presentation skills for senior clients and consultants.

Responsibilities

• Act as a senior investment and client-facing resource for Quant clients and consultants.
• Develop trusted relationships and provide ongoing investment-focused coverage.
• Explain quantitative strategies, portfolio construction, risk, attribution and implementation clearly.
• Lead and participate in client meetings, investment reviews and consultant meetings.
• Translate quantitative analysis into clear insights and recommendations for institutional audiences.
• Coordinate client inquiries across investment, operations, product, legal and other teams.
• Identify client needs and opportunities and communicate insights to leadership.
• Support client retention and growth by deepening relationships.

Skills

Institutional asset management

Quantitative strategies

Relationship management

Presentation skills

Cross-functional collaboration

Communication

Education

Finance/Economics/Math/Stats/Engineering degree

CFA designation or progress toward CFA

Tools

Portfolio analytics systems

Investment risk systems

Job description

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. 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.