pictonmahoney
Intern, PICTON Investment Counsel
Toronto, Ontario · Intern · Internship
Sponsorship not specified$25k-$35kDetected 11 days ago
AccessibilityFinancial AnalysisExcelHRCommunicationCollaborationAdaptabilityOrganizational SkillsFinancial Reporting
About the role
- Currently enrolled in 3rd or 4th year of an undergraduate or graduate program
- We're currently looking for someone to join our team as Intern, PICTON Investment Counsel, who is proactive, detail-oriented, and eager to contribute from day one.
- This role is well suited for someone who is curious, adaptable, and comfortable taking on new challenges while working both independently and alongside an experienced investment counselling team.
Responsibilities
- Work closely with Associates and Investment Counsellors to support a range of administrative activities, gaining broad exposure to how a wealth management platform runs day to day.
- Assist in the preparation of client meeting materials, portfolio reports, and ad-hoc analyses that support Investment Counsellors in delivering a best-in-class client experience.
- Support portfolio administration activities such as reconciling daily prices, positions, and transactions across trading and custodial systems, and help ensure timely and accurate record-keeping.
- Assist in maintaining accurate and auditable records in support of compliance documentation and regulatory requirements.
- These offerings are designed to support your career growth, well-being, and overall success.
- Treat investors' money like our own.
Requirements
- Working knowledge of AI tools and their practical applications (e.g. prompt engineering, API integration, automation workflows)
Nice to have
- Preferred fields: Finance, Economics, Mathematics, or a combined/double major
- Advanced Excel (pivot tables, Power Query, complex formulas - macros/VBA is a strong plus)
Skills
- Strong written and oral communication skills, with a professional and client-focused approach.
Compensation
- The expected hourly base salary range for this role is $ 25.00 to $ 35.00, with final hourly salary determined based on experience, skills, education, and internal equity.
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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