Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Client Portfolio Manager, Quantitative Equity role.

Rezi rewrites your resume against Connor, Clark & Lunn Investment Management's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Client Portfolio Manager, Quantitative Equity posting at Connor, Clark & Lunn Investment Management — free, in seconds.

About the Role

This role combines 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.

Responsibilities

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

Requirements

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

Skills

Quantitative investment strategies
Portfolio construction
Factor exposures
Risk management
Performance attribution
Investment implementation
Model behavior explanation
Client relationship management
Communication
Presentation
Collaboration
Organization
Quantitative investment models
Portfolio analytics
Investment risk systems

Location

Canada

Work Type

Hybrid

Experience Level

7+ years

Education Level

Undergraduate degree in Finance, Economics, Mathematics, Statistics, Engineering or a related discipline
CFA designation or progress toward the CFA designation

About the Company

One of Canada’s top performing asset managers

Equal Opportunity

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.
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.