Portfolio Research Analyst, Quantitative Equities

Connor, Clark & Lunn Investment Management (CC&L); Vancouver; On-site; USD 90,000 - 200,000; Full time

Job summary

Join a forward-thinking investment management firm as a Portfolio Research Analyst. This exciting role involves applying quantitative research and optimization techniques to enhance portfolio performance. You will work collaboratively with a dynamic team, contributing to innovative investment strategies while ensuring alignment with client objectives. With a strong emphasis on creativity and analytical thinking, this position offers the opportunity to impact investment decisions significantly. If you are passionate about finance and eager to drive performance through systematic approaches, this role could be your next career milestone.

Qualifications

• Foundational understanding of optimization theory and portfolio risk management.
• Experience in producing quantitative research and critical thinking.

Responsibilities

• Conduct projects to enhance portfolio optimization solutions.
• Monitor portfolio characteristics and ensure consistency with strategy.
• Collaborate with team members to integrate portfolio objectives.

Skills

Quantitative Research

Portfolio Risk Management

Optimization Theory

Statistical Analysis

Communication Skills

Education

Undergraduate Degree in Mathematics

Graduate Studies in Finance

Job description

Location: Vancouver, British Columbia

Job Id: 1879

# of Openings: 0

We are looking for a Portfolio Research Analyst to join our fast-paced and entrepreneurial Quantitative Equity Team! We combine quantitative research with leading-edge technology to develop our unique algorithmic investment strategies. A culture of innovation, growth and success through collaboration and mutual respect has enabled us to deliver top tier performance for over two decades. Today, our clients entrust us with over $42 billion in assets across a range of investment mandates.

This is a role within the Portfolio Construction group responsible for the construction of optimal portfolios and desired trades for those portfolios.

You will be contributing to the ongoing advancement of our in-house equity portfolio optimization framework that directly drives our daily investment decisions for delivering exceptional portfolio performance over the long term. You will possess an understanding of the key drivers of equity portfolio construction, including equity forecasts, risk management, and transaction cost management.

What You Will Do

This is an exciting role for an individual who is passionate about quantitative research and wants to apply a disciplined and scientific approach to portfolio construction. You will work with key decision makers on the team and have a broad range of responsibilities, including:

• Research and development – Conduct projects to enhance the portfolio optimization solutions by applying a variety of skills and techniques in finance, mathematical optimization, and statistics.
• Portfolio oversight – Monitor portfolio characteristics and ensure consistency with investment strategy and guidelines.
• Performance analysis – Conduct in-depth portfolio performance attribution to support decision making, performance evaluation, idea generation, and client understanding.
• Research infrastructure improvements – Identify, propose and collaborate on enhancements to the research infrastructure and workflow processes underlying the portfolio optimization research and development efforts.
• Cross team support – Collaborate with portfolio managers, traders, model research analysts and investment process/data analysts to ensure seamless integration of portfolio optimization objectives, inputs and parameters.

With growth and development over time supported by the team leaders, you will eventually bring forward ideas and contribute to the long-term strategic improvements to our portfolio optimization capabilities.

What You Bring

• Domain expertise – You have a foundational understanding of optimization theory, factor investing, portfolio risk management, and transaction cost management. You can effectively understand and identify methodologies to solve portfolio optimization problems.
• Systematic and analytical mindset – Passionate about bringing systematization and a disciplined structure together with investment intuition. You have experience with producing quantitative research and think critically and intuitively with a balance of fundamental theory and empirical validation.
• Creativity / innovation – You have demonstrated an ability to contribute new ideas and challenge the status quo.
• Demonstrated learner – You love to learn new things and will have the ability to develop a sufficient understanding of the Quantitative Equity Team’s quantitative investment models and systematic investment process.
• Strong communication skills – You excel at communicating complex and technical concepts and proactively solicit and provide feedback.
• Academic and work experience – At a minimum, an undergraduate degree in mathematics, optimization, statistics, physics, engineering, finance or a related field. Graduate studies or work experience (in quantitative research, optimization research, portfolio management, or equity investment analysis) considered valuable but not a requirement.

About Connor, Clark & Lunn Investment Management (“CC&LIM”)

Connor, Clark & Lunn Investment Management is a global institutional asset management firm established in 1982 and based in Vancouver, Canada. Our strong, stable team of investment professionals manages a broad range of investment solutions that includes traditional mandates such as developed and emerging market equities and fixed income, as well as alternative strategies such as portable alpha, market neutral and absolute return.

Connor, Clark & Lunn Investment Management Ltd. is part of the Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), a multi-boutique investment management company whose affiliates collectively manage over $139 billion in financial assets. Our affiliation with the CC&L Financial Group allows us to best deliver on the mission to provide superior performance and service to our clients.

CC&L is owned by the current leaders of the organization. The team prioritizes succession planning and actively transitions equity ownership from generation to generation.

Connor, Clark & Lunn Investment Management is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

The base salary range for this role is $90,000 – $200,000 annually plus a competitive performance bonus. Compensation will be determined based on experience and qualifications.

To apply for this position, please submit your resume, cover letter, and academic transcripts.