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Investment Strategist

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Job Location drjobs

Toronto - Canada

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Best Workplaces in Canada 2020 - 2025 Best Workplaces with Most Trusted Executive TeamsBest Workplaces in Financial Services & Insurance 2020 - 2025 Best Workplaces for Mental Wellness 2023 - 2025 Best Workplaces for Giving BackBest Workplaces for InclusionBest Workplaces for Women 2021 Best Workplaces in Ontario


One of Canadas Most Trusted Investment Brands.


At Picton Mahoney Asset Management (PICTON Investments) 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 171 bold thinkersone-third dedicated solely to investment managementwe are specialists not generalists. Managing $15.3 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 differently 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 Investments 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

Were looking for a strategic and client-focused Investment Strategist / Client Portfolio Manager to help elevate how PICTONs investment strategies are brought to life in the market through compelling narratives timely market insights and meaningful client engagement. If you thrive at the intersection of markets and storytelling and are energized by connecting portfolio construction with purpose wed love to meet you.

Reporting to the Head of Innovation Portfolio Strategist youll be a key voice of our strategies providing conviction clarity and context to prospects clients and consultants. Youll play a pivotal role in our sales process partnering closely with Sales and Portfolio Consulting to form high-impact deal teams that deliver an experience not seen at our competitors.

This is a unique opportunity to help shape a differentiated client experience strengthen our presence and scale the reach of our Portfolio Management team by delivering the why now and why PICTON in every conversation. If youre curious highly collaborative and passionate about helping clients make better investment decisions this could be your next big move.

Youll have the opportunity to learn and lead:

Strategic Communication & Client Engagement

  • Act as a client-facing proxy for Portfolio Managers supporting client-facing distribution professionals across both institutional and retail channels with compelling insights on strategy philosophy process positioning and performance.
  • Present market views and macro narratives that build conviction around why now and why PICTON.
  • Support the final stage of the sales funnel by providing high-conviction messaging tailored to each opportunity.
  • Represent PICTON in key markets serving as a trusted investment expert in meetings with prospects and consultants.

Sales Enablement & Deal Team Leadership

  • Collaborate with Sales and Portfolio Consulting teams to create high-value multi-disciplinary deal teams for top-tier opportunities.
  • Triaging sales opportunities based on client needs whether for data-driven analysis or strategic narrative.
  • Provide input to shape tools collateral and messaging that empower the sales team to close more qualified opportunities.

Investment Insight & Portfolio Expertise

  • Maintain a deep understanding of PICTONs investment strategies portfolio construction techniques and market themes.
  • Participate in investment meetings to stay up to date on positioning and performance.
  • Translate technical investment insights into digestible client-ready narratives.
  • Assist with ad-hoc requests RFPs RFIs and due diligence efforts by supplying high-quality investment content.

Marketing Collaboration & Thought Leadership

  • Work closely with Marketing and Product teams to develop commentaries thought pieces and pitch materials that elevate PICTONs brand and investment expertise.
  • Contribute to educational initiatives events and other programs that enhance client and consultant understanding of PICTONs strategies.


What you bring:

Deep Investment Knowledge

  • You have 8 - 10 years of relevant experience in investment management preferably in a client-facing strategist or portfolio specialist role.
  • You hold a CFA and/or CAIA designation or are on the path toward one.
  • You bring a strong understanding of portfolio construction hedge fund strategies and public market investing.
  • Youre eligible to be registered as an Advising Representative.

Analytical & Technical Strength

  • Youre comfortable working with data and using tools like Excel Python or SQL to support insights.
  • You bring sharp analytical skills and the ability to translate complex ideas into clear actionable narratives.
  • Youre solutions-oriented and able to tailor your thinking to different client types and needs.

Exceptional Communication & Presence

  • You have outstanding written and verbal communication skills and know how to adjust your message for consultants CIOs or clients.
  • Youre confident presenting in high-stakes meetings and representing the portfolios philosophy positioning and performance alongside or on behalf of the investment team.
  • You bring a presence that builds trust inspires confidence and makes complex ideas feel intuitive.
  • Bilingualism in French is an asset.
  • Willingness to travel up to 50% across Canada.


Collaborative Mindset

  • Youre a team player who thrives in a cross-functional environment comfortable partnering with Sales Product Marketing and PMs.
  • You take initiative lead with curiosity and dont wait to be told where youre needed you lean in.
  • Youre organized accountable and always looking for ways to elevate both the strategy and the client experience.


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 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 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. If you require an accommodation at any point in time throughout the application and hiring process please contact Human Resources at or at .


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.

Employment Type

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