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Portfolio Manager, Client Solutions
CC&L Investment Management
Toronto, CAN
Full-time
Senior · 7+ years experience
Onsite
Discovered 3 weeks ago
Free
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- 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
- 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.
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