Client Portfolio Manager, Quantitative Equity

Connor, Clark & Lunn group; Vancouver; Hybrid; CAD 150,000 - 210,000; Full time

Job summary

Connor, Clark & Lunn group seeks a Client Portfolio Manager, Quantitative Equity to lead institutional client coverage and apply deep knowledge of quantitative investment strategies.

You will work with institutional clients, consultants and internal teams to explain portfolio construction, factor exposures, risk and model behaviour, while supporting growth of the institutional business.

Qualifications

• 7+ years of experience in institutional asset management or a similar investment role.
• Experience working with institutional clients, consultants, pension plans or endowments.
• Ability to translate complex quantitative and investment concepts into clear client discussions.
• Strong communication and presentation skills, with experience leading meetings with senior clients.

Responsibilities

• 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 objectives.
• Explain quantitative investment strategies, portfolio construction, factor exposures, risk, attribution and implementation clearly.
• Lead and participate in client meetings, investment reviews and consultant meetings with sophisticated questions.
• Translate quantitative analysis into insights and recommendations for institutional audiences.
• Coordinate inquiries across investment, operations, product and legal teams to resolve issues.

Skills

Institutional asset management

Client relationship mgmt

Quantitative investment strategies

Portfolio construction

Risk attribution

Presentation skills

CFA knowledge

Education

Undergraduate degree in Finance, Economics, Mathematics, Statistics, Engineering or related discipline

Tools

Portfolio analytics

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 #LI-HYBRID #LI-RD1We 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.