pictonmahoney

pictonmahoney

Associate, Investment Counsel

Toronto, Ontario

Sponsorship not specifiedDetected 18 days ago
AccessibilityAccountingExcelHRCommunicationCollaborationProblem Solving

About the role

  • Address client inquiries with urgency and professionalism.
  • Produce recurring and ad-hoc client reports.
  • Reconcile daily prices, positions, and transactions across trading and custodial platforms.

Responsibilities

  • Treat investors' money like our own.

Requirements

  • University degree in Finance, Business, Economics, Accounting, or a related discipline.
  • Strong proficiency in Microsoft Excel
  • VBA skills are an asset.
  • Excellent attention to detail and ability to manage competing priorities.
  • Self-starter with a collaborative spirit and a passion for delivering exceptional service.
  • Fluency in French is an asset (but not mandatory)
  • Our Commitment to Employees
  • At PICTON Investments, we take pride in enhancing our employees' experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), PICTON Investment Counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top-up, recognition awards, semi-annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.
  • These offerings are designed to support your career growth, well-being, and overall success. Join us and thrive in an environment that values and invests in you!
  • PICTON Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. We welcome applications from candidates with diverse experiences globally. Canadian experience is not required. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at accessibility@pictoninvestments.com.
  • PICTON Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third-party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.

Nice to have

  • 2+ years of experience in the financial services industry, ideally in investment or wealth management.
  • Familiarity with wealth management systems is a plus.

Skills

  • Strong communication, relationship management, and problem-solving skills.

Compensation

  • Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), PICTON Investment Counseling and portfolio management services, volunteer and charitable donation matching, materni

Benefits

  • If you think alternatively, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of what's next.
  • Thriving in Our Entrepreneurial Culture
  • At our firm, you'll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset.

Company info

  • At PICTON Investments, you'll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do.
  • Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission.
  • 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.
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