pictonmahoney
Associate, Business Development (Institutional)
Toronto, Ontario · Junior
Sponsorship not specified$65k-$70kDetected 5 days ago
AccessibilitySalesforceCRMBusiness DevelopmentPipeline ManagementExcelLogisticsHRLeadershipCommunicationCollaborationOrganizational SkillsMicrosoft OfficeCFA
About the role
- Prepare agendas, briefing materials, and follow-up recaps; track action items across investor touchpoints
- This is an entry-level role with a clear path to a broader capital-raising or client service capacity, suited to someone who thrives in a fast-paced financial services environment and excels at keeping complex moving parts running smoothly.
- This role presents a path to a business development or institutional client service role for the right candidate.
Responsibilities
- Identify and prioritize relevant conferences and events aligned with BD strategy; manage pre- and post-conference investor meeting scheduling and log outcomes in the CRM
- Track the BD budget across conference fees, travel, marketing, and events; maintain spend trackers, report regularly to leadership, and flag variances
- Investor Relations Support
- Draft and distribute investor communications, newsletters, and fund updates; support new investor onboarding and manage ongoing communications
- Coordinate RFP, DDQ, and ODD responses across investment, operations, compliance, and legal; maintain and update investor data rooms
- Support capital activity (subscriptions, redemptions, transfers), document management, audit confirmations, and compliance requests; maintain structured records of client interactions
- Own day-to-day CRM hygiene, logging interactions, updating contacts, tracking pipeline stages and generate regular activity reports for leadership; identify process improvements to enhance data integrity
- Sales & Business Development Support
- Treat investors' money like our own.
Requirements
- 1-3 years of experience in financial services, asset management, or professional services
- Proficiency with CRM platforms (Salesforce or equivalent)
- High proficiency with Microsoft Office Suite (PowerPoint, Excel, Outlook)
- Experience with budget tracking, expense management, or vendor coordination
- Ability to handle confidential information with discretion
- Comfort producing accurate, client-facing data and coordinating with operations and middle office
- ability to work collaboratively across functions
- Bachelor's degree in Finance, Economics, Business, or a related field
- French language proficiency is considered an asset
- Canadian experience is not required.
Nice to have
- Interest in sales, client engagement, and business development, with familiarity with hedge fund or alternative investment strategies preferred
Compensation
- In addition to base salary, this role is eligible for variable compensation,
Company info
- At Picton Mahoney Asset Management (PICTON Investments), being alternative isn't just what we do, it's who we are.
- Founded by industry pioneer David Picton, we've spent 20 years challenging conventional wisdom and redefining the investing landscape.
- As one of Canada's most trusted investment brands, we are proudly independent, privately run, 100% employee-owned, and deeply committed to delivering results for our clients.
- With a team of 241 bold thinkers, one-third dedicated solely to investment management, we are specialists, not generalists.
- We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.
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