Portfolio Manager, Client Solutions Team - #8986708

Connor, Clark & Lunn Financial Group


Date: 2022-11-24
City: Toronto, ON
Contract type: Full time
Connor, Clark & Lunn Financial Group
Portfolio Manager, Client Solutions Team Connor, Clark & Lunn Investment Management Ltd. Toronto, ON 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 manage the relationships and communication with the firms’ clients to create goodwill and build long-term value for the firm. This is accomplished primarily by building trust with all stakeholders to promote the retention and expansion of client relationships. 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 in both French and English. The position will be based in CC&L’s Toronto or Montreal 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 strategic service plans for clients and execute on key outcome objectives
  • 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 10 years of capital market experience with exposure to all major asset classes and have a CFA (preferred) 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.
  • French Language Fluency: You have the ability to function fluently in all aspects of the role in both French and English.
  • Collaborative Communication: You have a collaborative spirit and a proven ability to work with a team of senior investment professionals.
  • Multi-tasking: This is key. The role offers the opportunity to utilize both social 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.
Who We Are Connor, Clark & Lunn Investment Management ("CC&L"), an affiliate of the Connor, Clark & Lunn Financial Group, manages in approximately $58 billion for a variety of client types from institutional pension plans to retail mutual funds across a number of investment strategies including quantitative and fundamental equity, fixed income, and balanced fund mandates Connor, Clark & Lunn Financial Group ("CC&LFG") provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. The firm has offices across Canada and in New York and London and through its affiliated investment managers is responsible for the investment of over $96 billion in financial assets As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining and motivating the most talented people in our industry This is best achieved by the delivery of:
  • A High-Quality Environment: To work with people who we hold in high regard; to enjoy the time that we spend at work; to focus on productive activities without the distraction of politics and bureaucracy; to treat each other with respect.
  • An Opportunity to Succeed: To do work that has value and which presents the opportunity for professional growth and development.
  • Recognition and Reward: To recognize each person’s contribution and to align compensation with contribution.
CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. To apply for this position, please submit both your cover letter and resume combined as one PDF document. Please describe in your cover letter what interests you about the role and your relevant experiences and skill set We thank all candidates for their interest but only those applicants selected for an interview will be contacted. No telephone calls or recruitment agencies will be accepted.

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