Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate

About the role

Develop expertise in QES investment strategies and serve as a product expert, educating clients, advisors, and internal teams while preparing tailored proposals, analysis, and performance commentary. Collaborate with portfolio managers, sales, marketing, engineers, and other business partners to improve client experience, support commercial success, and develop investment strategies, digital tools, and marketing materials. The role calls for 1–4 years of relevant experience, quantitative and investment knowledge, strong communication and presentation skills, and the ability to manage multiple priorities in a fast-paced, collaborative environment. Strong PowerPoint and Excel skills are required; experience with quantitative techniques and investment strategies is preferred, and programming experience in languages such as C/C++, Java, Python, R, or Matlab is ideal.