Posted 23 days ago
Client Portfolio Manager, Quantitative Equity
@ Connor, Clark & Lunn Investment Management
Toronto, Ontario
Overview
Connor, Clark & Lunn Investment Management is hiring a Client Portfolio Manager, Quantitative Equity to serve as a senior, client-facing investment resource for institutional quant clients and consultants. The role explains portfolio construction, factor exposures, risk and model behaviour, and coordinates client issues across internal teams. The posting is hybrid, with no salary or employment type stated.
Responsibilities:
- Serve as senior client-facing investment resource for institutional quant clients
- Explain portfolio construction, factor exposures, risk and model behaviour
- Lead client meetings, investment reviews and consultant presentations
- Coordinate client issues across investment, operations, product and legal teams
- Identify client needs and support retention and business growth
Requirements summary:
- 7+ years in institutional asset or portfolio management
- Experience with institutional clients and investment consultants
- Strong understanding of quantitative investment strategies
- Excellent communication and presentation skills
- Undergraduate degree in Finance, Economics, Mathematics, Statistics or Engineering
- CFA designation or progress is an asset
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · greenhouse
- Employer posting date
- 2026-10-14
- First seen by our source
- 2026-10-14
- Source record updated
- 2026-10-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Sales |
| Experience | 7+ years |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CFA |
| Encouraged to apply | People with disabilities |
| Education | Bachelor’s degree (required) |
| Fields of study | Finance, Economics, Mathematics, Statistics, Engineering |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Connor, Clark & Lunn Investment Management
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Full company description
We are a privately-owned investment management organization with a unique culture dedicated to its people and delivering outstanding client service and a wide range of attractive investment solutions to a diverse client base. We focus on our culture and the development of our professional resources, recognizing that it’s our people that drives success. We understand the investment challenges faced by individuals, pension plans, corporations, foundations, mutual funds, Indigenous groups and other organizations, and focus our efforts on meeting their investment needs by offering a comprehensive array of investment strategies, spanning traditional and alternative asset classes in a variety of quantitative and fundamental styles. __ Whether you are looking for a specific strategy or need a balanced portfolio, we can help you achieve your investment goals. 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 CAD$139 billion in assets under management. Our affiliation with the CC&L Financial Group allows us to focus on what we do best: the development of our people and culture in order to deliver innovative investment solutions to our clients.
- LinkedIn followers
- 7,408
- People associated on LinkedIn
- 158
- Reported office locations
- 1111 West Georgia Street, Suite 2300, Vancouver, British Columbia V6E 4M3, CA
- 130 King St W, Suite 1400, PO Box 240, Toronto, Ontario M5X 1C8, CA
- Other recorded names
- Connor, Clark & Lunn Investment Management
- CCLIM - Quantitative Equity
- Connor, Clark & Lunn Investment Management (CC&L)
- Specialties
- pension plan
- foundations
- mutual funds
- traditional equity
- Canadian fixed income
- hedge funds
- long/short equity
- market neutral
- quantitative
- fundamental
- Canadian Equities
- Global Equities
- Emerging Markets Equities
- and Indigenous
- Profile identifies a recruitment agency
- No
We are a privately-owned investment management organization with a unique culture dedicated to its people and delivering outstanding client service and a wide range of attractive investment solutions to a diverse client base. We focus on our culture and the development of our professional resources, recognizing that it’s our people that drives success. We understand the investment challenges faced by individuals…
| Field | Value |
|---|---|
| Industry | Investment Management |
| Company size | 51-200 employees |
| Headquarters | Vancouver, British Columbia |
| Organization type | Privately Held |
| Year founded | 1982 |
| Specialties | pension planfoundationsmutual fundstraditional equityCanadian fixed incomehedge fundslong/short equitymarket neutralquantitativefundamental |
| Open jobs on Jobsy | 5 |
| View page |
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
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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 [email protected] 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.
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