Portfolio Manager, Client Solutions Team

1 week ago

Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

**Portfolio Manager, Client Solutions Team**

**Connor, Clark & Lunn Investment Management Ltd.**

**Toronto, ON or Vancouver, BC**

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.

**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.

**About Connor, Clark & Lunn Investment Management**

Connor, Clark & Lunn Investment Management is a global institutional asset management firm established in 1982 and based in Vancouver, Canada. Our strong, stable team of investment professionals manages a broad range of investment solutions that includes traditional mandates such as developed and emerging market equities and fixed income, as well

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