Client Portfolio Manager, Quantitative Equity
- Vancouver, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 7+ years of experience in institutional asset management, investment management, portfolio management, client portfolio management or a related investment role
- Posting language
- English
- Posted
Original 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
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 talentacquisition@cclgroup.com 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.
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
- 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 talentacquisition@cclgroup.com 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.
More about this job
Responsibilities
Provide investment-focused coverage to institutional quantitative investment clients and consultants, explaining strategies, portfolio construction, risk, performance, implementation, and model behavior. Lead client meetings and reviews, coordinate inquiries across internal teams, identify client needs and growth opportunities, and help improve the client coverage model.
Requirements
Requires at least seven years of relevant investment or asset management experience, including work with institutional clients, and strong knowledge of quantitative strategies and portfolio analytics. A relevant undergraduate degree and excellent communication, presentation, relationship management, and collaboration skills are required; CFA progress and experience with quantitative models or risk systems are assets.
Skills
- Institutional Client Coverage
- Quantitative Investment Strategies
- Portfolio Construction
- Factor Exposure Analysis
- Investment Risk Analysis
- Performance Attribution
- Investment Implementation
- Portfolio Analytics
- Investment Presentations
- Quantitative Analysis
- Stakeholder Collaboration
- Issue Resolution
- Client Retention
- Business Development
- Investment Communication
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Management & Leadership
- Customer Service & Support
- Data & Analytics
Keywords
- Institutional Asset Management
- Quantitative Equity
- Quantitative Investment Strategies
- Institutional Clients
- Investment Consultants
- Pension Plans
- Foundations
- Endowments
- Portfolio Construction
- Factor Exposures
- Investment Risk
- Performance Attribution
- Investment Implementation
- Portfolio Analytics
- Quantitative Investment Models
- Investment Risk Systems
- Client Portfolio Management
- Client Retention
- Business Growth
- CFA
- Finance
- Economics
- Mathematics
- Statistics
- Engineering