Bilingual Portfolio Strategist

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profile Job Location:

Montreal - Canada

profile Monthly Salary: Not Disclosed
Posted on: 28 days ago
Vacancies: 1 Vacancy

Job Summary

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 OntarioBest Workplaces for Professional Development


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 203 bold thinkersone-third dedicated solely to investment managementwe are specialists not generalists. Managing $16.1 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 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 Bilingual Portfolio Strategist to join our Second Engine Portfolio Consulting team a group that leverages PICTON Investments portfolio management quantitative and risk management expertise to help clients make better investment decisions.

In this role youll become a trusted partner to investment advisors institutional investors and head office strategistsbringing clarity conviction and solutions to complex portfolio challenges. Youll lead consultations that uncover risks sharpen asset allocation and design strategies that align with client goals all while elevating PICTONs presence in Quebec and across Canada.

If you thrive on translating complexity into clarity excel at building high-value relationships and want to help reshape how Canadians think about portfolio construction this is your chance to make an immediate impact.

Youll have the opportunity to learn and lead:


Sales Enablement & Client Engagement

  • Build recurring consulting-based relationships with investment advisors institutional investors and head office strategists.
  • Represent the Second Engine portfolio consulting team in the Quebec market as a trusted portfolio construction expert.
  • Lead portfolio consultations to define goals diagnose risks and design more resilient and efficient portfolios.
  • Partner with sales and investment strategists to build multi-disciplinary teams for top-tier opportunities.
  • Represent PICTON Investments at regional industry conferences.

Portfolio Construction Expertise

  • Deliver thought leadership on portfolio construction and alternative investment trends.
  • Conduct detailed portfolio analysis focused on allocation structure and risk management.
  • Design and deliver analytical reports on construction attribution and risk.
  • Collaborate with Product Quant Investment Sales and Marketing teams to develop new capabilities.

What Were Looking For:


  • Bilingual proficiency in French and English (native-level French strongly preferred).
  • 510 years of relevant experience in a client-facing strategist or portfolio consulting role.
  • A post-secondary degree in engineering mathematics statistics quantitative finance computer science or a related discipline.
  • CFA and/or CAIA designation (or actively pursuing).
  • Strong understanding of portfolio construction risk management and hedge fund strategies.
  • Eligibility for registration as an Advising Representative.
  • Ability to translate complex analysis into clear actionable narratives.
  • Exceptional communication skills with the presence to inspire confidence and trust.
  • A solutions-oriented mindset with the ability to adapt to different client needs.
  • Willingness to travel up to 50% across Canada.

Our Commitment to Employees

AtPICTON 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 Investmentsis 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 Investmentsdoes 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.


Required Experience:

Manager

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 Wor...
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Key Skills

  • Administrative Skills
  • Time Management
  • Diplomatic Skills
  • Listening Skill
  • Languages Fluency
  • Organizational Skill
  • Pressure Management
  • Discipline Skills
  • Communication
  • Relationship Management
  • Client Services
  • Flexibility
  • IT Skill
  • Orderly Condition
  • Secretarial Skill

About Company

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We are leaders in volatility management, offering a range of investment solutions calibrated to meet the risk/return needs of our clients.

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