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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