pictonmahoney

Associate Specialist, Dealer and Investor Services (Bilingual)

Toronto, Ontario

Sponsorship not specifiedDetected 20 days ago

AccessibilitySalesExcelHRResearchCommunicationCollaborationProblem Solving

About the role

Investigate and resolve investor inquiries in both French and English, always prioritizing clear, authentic communication and client needs.
Assist in periodic regulatory filings with accuracy, meeting multiple deadlines with professionalism.
Assist with the process for collection, verification, and accuracy of investor subscription documentation, treating every detail with care and discipline.

Support our Sales team in both French and English by responding to advisor inquiries, due diligence questionnaires, and various external communications.
Build trusted partnerships with external service providers, ensuring smooth information flow and alignment with our service values.
Collaborate on updates to our investment product suite, managing and executing on workflow management.
Provide operational support, including cash flow reconciliation, across our full range of investment products, ensuring efficient and compliant processing.
Engage in industry research, and competitor analysis to drive innovation and performance.
This individual will collaborate closely with Compliance and Sales, bringing cross-functional insight and enthusiastic execution to the role.
Treat investors' money like our own.

Undergraduate degree in business or a relevant field of study.
Bilingualism in both English and French is required.
Working knowledge of hedge fund and mutual fund operations and administrative functions.
Familiarity with ETFs and platform-traded funds is considered an asset.
Proficiency with FundSERV, Unitrax, or other trade processing systems is an asset
Ability to thrive under pressure without compromising on detail or quality.
Working knowledge of AI tools and concepts
Canadian experience is not required.

The expected annual base salary for this role is $60,000 - 65,000, with the final number depending on your experience, skills, and education.

We are currently seeking a Associate Specialist, Dealer and Investor Services (Bilingual) to play a key role within our Operations team.
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 223 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.

This listing is sourced directly from pictonmahoney's careers page and normalized into a canonical job model.