Portfolio Management Analyst, Portfolio Construction, Quantitative Equities

B. Riley Farber; Vancouver; On-site; CAD 65,000 - 95,000; Full time

Job summary

An established industry player is seeking a Portfolio Management Analyst to join their innovative Quantitative Equities Team. This exciting role involves managing portfolio construction and rebalancing, leveraging data analysis to support decision-making, and collaborating with diverse teams to enhance trading strategies. The ideal candidate will have a systematic mindset, a strong foundation in quantitative finance, and exceptional communication skills. Join a forward-thinking organization that values creativity and innovation, and contribute to a culture that prioritizes growth and collaboration in the dynamic world of investment management.

Qualifications

• 3-6 years of experience in portfolio management or quantitative finance.
• Strong collaborative skills and excellent communication for technical concepts.

Responsibilities

• Manage portfolio construction and rebalancing within Q portfolios.
• Support decision-making through in-depth data analysis.
• Collaborate with portfolio managers and traders.

Skills

Portfolio Management

Data Analysis

Risk Management

Quantitative Finance

Equity Analysis

Communication Skills

Education

Degree in Sciences

Degree in Mathematics

Degree in Finance

Degree in Statistics

CFA Preferred

Job description

Our client, Connor, Clark & Lunn Investment Management Ltd. (“CC&LIM”), is a privately owned global institutional money manager with an AUM of USD $53 billion. Founded in 1982, CC&LIM manages a broad range of investment solutions across traditional asset classes, such as global equities and fixed income, as well as alternative strategies like portable alpha, market neutral, and absolute return strategies. The Quantitative Equity team manages over half of the firm’s assets, with USD $28 billion in AUM.

CC&L is owned by current organizational leaders, emphasizing succession planning and active transition of equity ownership across generations.

Based in Vancouver, Canada, CC&LIM values the lifestyle and activities that the city offers.

CC&LIM’s Global Quantitative Equities Team (“Q Team”)

The Q Team has been managing quantitative equity portfolios for over two decades. Their success is driven by a culture of curiosity, creativity, technology, innovation, growth, collaboration, and diverse thinking.

The team’s investment philosophy focuses on generating unique insights that are mostly uncorrelated with traditional quantitative factors, prioritizing alpha generation over asset accumulation.

Position: Portfolio Management Analyst, Portfolio Construction

This role involves managing portfolio construction and rebalancing within CC&LIM’s Q portfolios, understanding key drivers like financial theory, economic models, and corporate financial statements. Main responsibilities include:

1. Portfolio Management: Executing daily portfolio management activities such as rebalancing, transitions, and cash flow management.
2. Data Analysis: Supporting decision-making through in-depth data analysis and performance evaluation.
3. Model Implementation: Assisting with the implementation and maintenance of quantitative models.
4. Risk Management: Monitoring risk and ensuring adherence to guidelines.
5. Process Improvements: Proposing enhancements to improve efficiency.
6. Cross-Team Support: Collaborating with portfolio managers, traders, and analysts to integrate research and trading activities.

Qualifications and Attributes:

• 3-6 years of experience in portfolio management, quantitative finance, equity analysis, data science, or related fields.
• A systematic mindset combining discipline with investment intuition.
• A demonstrated learner eager to understand quantitative models and systematic processes.
• Creativity and innovation in contributing new ideas.
• Strong collaborative and relationship-building skills, with an ownership mindset.
• Excellent communication skills for technical concepts.
• Degree in sciences, mathematics, finance, statistics, or related; CFA preferred.