inhousefyi
← Back to listings

Portfolio Manager, Client Solutions

CCL ConfidentialToronto, Ontario, Canada · Posted 4 months ago
Full-time
Apply now

Description

We are a global institutional money manager based in Vancouver, BC and are the largest asset manager within the Connor, Clark & Lunn Financial Group. Having provided investment management services to institutional clients for 40 years we are one of the largest independently owned investment management firms in Canada, with approximately $58 billion in assets under management and over 100 investment professionals.

Our business is structured as a partnership, with key decision makers across all teams and functions serving as partners. Our partners are a group of entrepreneurial investment professionals focused on delivering both traditional and innovative solutions to our clients. With clients domiciled globally, we manage a broad range of investment solutions that span traditional asset classes, including Canadian equities (fundamental and quantitative styles), foreign equities (quantitative style), fixed income and balanced mandates as well as alternative strategies, including portable alpha, market neutral (fundamental and quantitative styles) and absolute return strategies.
The primary objective of our Client Solutions Team (“CS Team”) is to retain and grow client relationships efficiently. The team does this through managing relationships and communication with clients that builds long-term value for the firm. The development of strong relationships allows the CS Team to better understand client objectives in order to deliver solutions that are tailored to meet each client’s objectives as well as to provide insights back to the firm’s leadership and investment teams on evolving client needs and industry trends. Our CS Team has built and maintains a first-class reputation in client relationship management through a disciplined approach that is thoughtful, proactive, responsive and flexible.
We are looking for an experienced Institutional Client Portfolio Manager for our CS Team. The successful candidate will work in a team environment and have primary responsibility for all aspects of client relationship management across a wide variety of institutional clients and investment mandate types. The position will be based in CC&L’s Toronto or Vancouver office.
What You Will Do
The Portfolio Manager, Client Solutions will manage all aspects of client relationships for a group of the firm’s institutional clients and will:
  • Manage relationships with clients based primarily in central and eastern Canada
  • Develop and execute strategic client objectives and plans
  • Work collaboratively and be supported by the Product Specialists for the investment teams and the Client Relationship Analysts (team resources dedicated to supporting the Portfolio Managers) to prepare and present materials for clients with varied levels of investment understanding
  • Have responsibility for written and verbal communications, including making presentations to institutional clients.
  • Act as an important information source for the firm’s leadership as it relates to client and industry perspectives
  • Operate collaboratively with the organization’s support teams to improve on all aspects of the firm’s client service responsibilities
  • Participate in the development and execution of the CS Team’s strategic goals and objectives
What You Bring
  • Market Knowledge: You have at least 7 years of capital market experience with exposure to all major asset classes and have a CFA (preferred) CAIA or MBA designation.
  • Passion for Building Exceptional Client Relationships: You bring a client-centric approach and have a natural affinity to working with people and building long-term relationships. You have a demonstrated ability to build trust and confidence in managing relationships with institutional clients.
  • Versatility: You have demonstrated ability to consolidate and focus a large amount of information across a wide array of investment strategies and client types into succinct written or verbal communications.
  • Strong communication and presentation: You possess strong verbal and written communication skills with the ability to connect with a wide variety of institutional clients of varied level of investment understanding.
  • Collaborative Communication: You have a collaborative spirit and a proven ability to work with a team of senior investment professionals.
  • Multi-tasking: The role offers the opportunity to combine interpersonal and analytical skills. It is dynamic and high-paced and requires the ability to prioritize and manage a wide range of responsibilities while, at the same time, developing an understanding of our clients and investment teams and strategies.
  • Dedication to excellence: You are an experienced self-motivated investment professional, with a demonstrated reputation for excellence and a strong work ethic.

Similar jobs

Connor, Clark & Lunn Investment ManagementVancouver, British Columbia, Canada

Connor, Clark & Lunn Investment Management ("CC&L"), an affiliate of the Connor, Clark & Lunn Financial Group, is looking for a Portfolio Management Analyst to join our Vancouver-based Fundamental Canadian Eq…

Full-time

Interested in joining one of Canada’s top performing asset managers? Connor, Clark & Lunn Financial Group (“CC&LFG”) are looking for an experienced Training and Documentation Manager for an existing vacancy on ou…

Full-time

Interested in joining one of Canada’s top performing asset managers? We are looking for an Analyst, Institutional Portfolio Operations for an existing vacancy on our Institutional Portfolio Operations (IPO) team. The IPO…

Full-time
Connor, Clark & Lunn Private Capital Ltd.Vancouver, British Columbia, Canada

Interested in joining one of Canada’s top performing asset managers? We are seeking a Senior Associate for an existing vacancy in our Asset Mix and Trading team with a focus on trading and portfolio management. The candi…

Full-time
Connor, Clark & Lunn Financial Group Ltd.Vancouver, British Columbia, Canada

Interested in joining one of Canada’s top performing asset managers? Connor, Clark & Lunn Financial Group (“CC&LFG”) are looking for an experienced Training and Documentation Senior Analyst for an existing vacanc…

Full-time

Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract…

Full-time

Interested in joining one of Canada’s top performing asset managers? We are seeking a Senior Associate for an existing vacancy in our Asset Mix and Trading team with a focus on trading and portfolio management. The candi…

Full-time

Interested in joining one of Canada’s top performing asset managers? We are looking for a Retail Portfolio Operations Analyst for an existing vacancy on our Retail Portfolio Operations team. The Retail Portfolio Operatio…

Full-time
Connor, Clark & Lunn Financial Group Ltd.Vancouver, British Columbia, Canada

We are looking for a Retail Portfolio Operations Analyst to join our Vancouver-based Investment Resource Group. You will be working in a fast-paced, collaborative, and entrepreneurial environment. The ideal candidate is…

Full-time
Connor, Clark & Lunn Private Capital Ltd.Vancouver, British Columbia, Canada

Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract…

Full-time
Connor, Clark & Lunn Financial Group Ltd.Vancouver, British Columbia, Canada

Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a Training and Documentation Manager to join our Vancouver-based Training and Documentation Team! The Training and Documentation team is an independe…

Full-time

Interested in joining one of Canada’s top performing asset managers? We are looking for an Associate Vice President, Client Experience for a new vacancy on our Private Capital team. In this role, you will play a pivotal…

Full-time
Connor, Clark & Lunn Financial Group Ltd.Vancouver, British Columbia, Canada

Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a Training and Documentation Senior Analyst to join our Vancouver-based Training and Documentation Team! The Training and Documentation team is an in…

Full-time
Connor, Clark & Lunn Private Capital Ltd.Vancouver, British Columbia, Canada

Interested in joining one of Canada’s top performing asset managers? We are looking for an Associate Vice President, Client Experience for a new vacancy on our Private Capital team. In this role, you will play a pivotal…

Full-time

Interested in joining one of Canada’s top performing asset managers? We are looking for an Institutional Portfolio Operations Analyst for an existing vacancy on our Institutional Portfolio Operations team on a 1-year con…

Full-time
Wealth Advisor4 months ago

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients ac…

Full-time
Connor, Clark & Lunn Financial Group Ltd.Vancouver, British Columbia, Canada

Connor, Clark & Lunn Financial Group (“CC&L FG”) is seeking an Analyst to join our Performance and NAV Management Team (PNM). The Performance & NAV Management Team (PNM) resides within the middle office of Co…

Full-time
Connor, Clark & Lunn Financial Group Ltd.Vancouver, British Columbia, Canada

Interested in joining one of Canada’s top performing asset managers? We are looking for an Institutional Portfolio Operations Analyst for an existing vacancy on our Institutional Portfolio Operations team on a 1 year con…

Full-time

Interested in joining one of Canada’s top performing asset managers? We are looking for an experienced Manager for an existing vacancy on our Performance Attribution Solutions (PAS) team, with members across Vancouver, T…

Full-time
Connor, Clark & Lunn Financial Group Ltd.Vancouver, British Columbia, Canada

Interested in joining one of Canada’s top performing asset managers? We are looking for an experienced Manager for an existing vacancy on our Performance Attribution Solutions (PAS) team, with members across Vancouver, T…

Full-time

Interested in joining one of Canada’s top performing asset managers? We are looking for a Data Analyst for an existing vacancy on our Investment Data Management (IDM) team. The IDM Team resides within the middle office a…

Full-time
Connor, Clark & Lunn Investment ManagementVancouver, British Columbia, Canada

Connor, Clark & Lunn Investment Management ("CC&L"), an affiliate of the Connor, Clark & Lunn Financial Group, is looking for an Investment Systems Developer to join our Vancouver-based Fundamental Canadian E…

Full-time

Interested in joining one of Canada’s top performing asset managers? We are looking for a Analyst or Senior Analyst for an existing vacancy to join our Performance and Attribution Solutions Team (PAS). Our team focuses o…

Full-time

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients ac…

Full-time
Connor, Clark & Lunn Financial Group Ltd.Vancouver, British Columbia, Canada

Interested in joining one of Canada’s top performing asset managers? We are looking for a Data Analyst for an existing vacancy on our Investment Data Management (IDM) team. The IDM Team resides within the middle office a…

Full-time
Connor, Clark & Lunn Financial Group Ltd.Vancouver, British Columbia, Canada

Connor, Clark & Lunn Financial Group (“CC&L FG”) is seeking an Analyst or Senior Analyst to join our Performance and Attribution Solutions Team (PAS). Our team focuses on delivering post-trade analytics to stakeh…

Full-time
Proposal Analyst1 month ago

Interested in joining one of Canada’s top performing asset managers? We are looking for a Proposal Analyst for an existing vacancy in our Proposal and Consultant Database Team. If you enjoy learning about different inves…

Full-time

Vous souhaitez vous joindre à l’une des plus importantes sociétés de gestion d’actifs au Canada? Nous sommes à la recherche d’un Analyste, Propositions qui se joindra à l’équipe de proposition et de base de données des c…

Full-time
Proposal Analyst1 month ago
Connor, Clark & Lunn Financial Group Ltd.Vancouver, British Columbia, Canada

Interested in joining one of Canada’s top performing asset managers? We are looking for a Proposal Analyst for an existing vacancy in our Proposal and Consultant Database Team. If you enjoy learning about different inves…

Full-time
Wealth Advisor4 months ago
Connor, Clark & Lunn Private Capital Ltd.Vancouver, British Columbia, Canada

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients ac…

Full-time