Client Portfolio Manager

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