Senior Specialist, Client Services

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One of Canadas Most Trusted Investment Brands.

At Picton Mahoney Asset Management being alternative isnt just what we doits who we are.

Founded by industry pioneer David Picton weve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canadas most trusted investment brands we are proudly independentprivately run 100% employeeowned and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA.

With a team of 160 bold thinkersonethird dedicated solely to investment managementwe are specialists not generalists. Managing $13.8 billion for institutional and retail clients we navigate markets with conviction resilience and a forwardthinking approach.

Were more than investors were innovators. We challenge traditional investment mindsets constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

Our success is built on four guiding principles:

• Treat investors money like our own.
  
• Redefine the way investors invest.
  
• Be humanalways approachable.
  
• Succeed together one investment at a time.

These arent just wordsthey define how we think how we invest and how we work.

Now were entering our next chapter. Were transforming our brand and reshaping the way the world invests. If you think alternatively embrace an entrepreneurial spirit and thrive in a dynamic bureaucracyfree environment join us and be part of whats next.

Thriving in Our Entrepreneurial Culture

At Picton Mahoney youll thrive in our creative and dynamic workplace where collaboration and support are at the core of everything we do. At our firm youll have the opportunity to take on significant responsibilities work in a flexible environment and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. Youll be empowered with a high level of responsibility trust and flexibility providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards performancebased bonuses and a clear path for career growth youll have everything you need to develop both now and over the longer term.

The Opportunity

As we continue to transform how the world invests were looking for bold thinkers and high performers to join our growing team. We are currently seeking a Senior Specialist Client Services (Dealer and Investor Services) to play a key role within our Operations team. This individual will collaborate closely with Compliance and Sales bringing crossfunctional insight and enthusiastic execution to the role.

Youll have the opportunity to lead and learn:

• Engage in and own special projects industry research and competitor analysis to drive innovation and performance.
• Deliver and own operational support including cash flow reconciliation across our full range of investment products ensuring efficient and compliant processing.
• Support our Sales team 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 new initiatives such as fund launches or updates to our investment product suite embracing change with enthusiasm..
• Investigate and resolve investor inquiries always prioritizing clear authentic communication and client needs.
• Assist with client onboarding ongoing KYC and investor file maintenance in line with regulatory standards.
• Coordinate periodic regulatory filings with accuracy meeting multiple deadlines with professionalism.
• Provide internal training and share knowledge to support our collective team growth.
• Manage the process for collection verification and accuracy of investor subscription documentation treating every detail with care and discipline.
  

What were looking for:

• Undergraduate degree in business or a relevant field of study.
• Completion of the Canadian Securities Course (CSC).
• Bilingualism in French and English is considered a strong asset.
• 3 years of related experience ideally in mutual fund trade processing or advisor/sales support.
• Working knowledge of hedge fund and mutual fund operations and administrative functions.
• Familiarity with ETFs and platformtraded funds is considered an asset.
• Proficiency with FundSERV Unitrax or other trade processing systems.
• Advanced Microsoft Excel skills.
• Understanding of KYC/AML FATCA and applicable industry regulations.
• Collaborative mindset with the ambition to build strong crossdepartmental relationships.
• Proactive work ethic with strong problemsolving skills and an honest approach to ownership.
• Clear and effective communicatorboth written and verbal.
• Highly professional organized and flexible with unwavering integrity.
• Ability to thrive under pressure without compromising on detail or quality.

Our Commitment to Employees

At Picton Mahoney Asset Management 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 Wealth investment counseling and portfolio management services volunteer and charitable donation matching maternity and parental leave topup recognition awards semiannual 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 wellbeing and overall success. Join us and thrive in an environment that values and invests in you!

Picton Mahoney Asset Management 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. If you require an accommodation at any point in time throughout the application and hiring process please contact Human Resources at (416)or at .

Picton Mahoney Asset Management does not accept unsolicited resumes emails calls or any other form of communication from thirdparty recruitment agencies. Any unsolicited outreach including commercial electronic messages will neither be acknowledged nor considered.

Job Posting Closing Date: Wednesday May 21st at 5:00 PM EST

Please note that while we carefully review each application only those candidates selected for further consideration will be contacted. We wish you all the best in your job search and future endeavors.