Client Portfolio Manager, Quantitative Equity
Connor, Clark & Lunn Investment Management
Salary undisclosed
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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.
- 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
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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 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.
About this role
Connor, Clark & Lunn is seeking a Client Portfolio Manager to bridge institutional client relationships with its quantitative equity strategies. You would manage a portfolio of institutional clients and consultants, serving as their primary investment resource while helping them navigate complex quant strategies, factor exposures, risk dynamics, and portfolio performance. The role demands fluency in translating sophisticated quantitative concepts into clear, actionable insights for pension plans, foundations, endowments and other institutional investors.
Your day-to-day work spans client meetings and investment reviews, coordinating across internal teams to resolve inquiries, identifying emerging client needs, and contributing to how the firm structures its quant client coverage model. Success requires at least seven years in institutional asset management or a related investment role, combined with genuine comfort explaining quantitative strategies and building credibility with seasoned institutional audiences. You'll need strong presentation skills, the ability to manage multiple client priorities simultaneously, and a collaborative approach to working across investment, operations and client service teams.
The ideal candidate holds an undergraduate degree in Finance, Economics, Mathematics, Statistics or Engineering, with CFA designation or progress toward it as a plus. Experience with portfolio analytics, investment risk systems or quantitative models would strengthen your candidacy. This is a hybrid, full-time role based in Vancouver.
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