Associate 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% employee-owned and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA.

With a team of 160 bold thinkersone-third dedicated solely to investment managementwe are specialists not generalists. Managing $14.5 billion for institutional and retail clients we navigate markets with conviction resilience and a forward-thinking 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 bureaucracy-free 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 performance-based 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 an Associate Specialist Client Services (Known internally as Dealer and Investor Services Associate Specialist) to play a key role within our Operations team. This individual will collaborate closely with Compliance and Sales bringing cross-functional insight and enthusiastic execution to the role.

Youll have the opportunity to lead and learn:

• Assist with the process for collection verification and accuracy of investor subscription documentation treating every detail with care and discipline.
• 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 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.
• Investigate and resolve investor inquiries always prioritizing clear authentic communication and client needs.
• Assist in periodic regulatory filings with accuracy meeting multiple deadlines with professionalism.
• Engage in industry research and competitor analysis to drive innovation and performance.

What were looking for:

• Undergraduate degree in business or a relevant field of study.
• Completion of the Canadian Securities Course (CSC).
• Bilinguism in both English and French is considered a strong asset.
• 1years 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 platform-traded funds is considered an asset.
• Proficiency with FundSERV Unitrax or other trade processing systems is an asset
• Advanced Microsoft Excel skills.
• Understanding of KYC/AML FATCA and applicable industry regulations.
• Collaborative mindset with the ambition to build strong cross-departmental relationships.
• Proactive work ethic with strong problem-solving 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 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 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 or at .