Our Company

Picton Mahoney Asset Management (“PMAM”) was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world. We are proud to say that we are 100% employee-owned and manage approximately $10 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients. We are honoured to make the ranks as one of Canada’s Top-8 Employers as recognized through Great Place to Work™ in 2020 and 2021, Canada’s 2020 and 2021 Best Workplaces™ in Financial Services & Insurance, 2021 Best Workplaces™ for Women, 2021 Best Workplaces for Inclusion, and 2020 and 2021 Best Workplace™ in Ontario. The core values at Picton Mahoney guide the employee experience and contribute to the culture which fosters strong, transparent relationships.

Why Work at Picton Mahoney?

Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on professional development. Over the past 15 years, we have learned from feedback and have developed strategies and programs that enhance employee engagement and improve the employee experience. As our values state: We work together; fully engaged and aligned. We support each other, and our actions contribute to the strategic goals of our firm. We are highly focused on continuous improvement while driving positive change and stronger results across our team and the firm. We believe in integrity and always “doing the right thing” for our clients, colleagues and the firm. We are committed to performance, excellence and winning. At Picton Mahoney, “stepping up” is an action, not a thought, which results in the development and implementation of those ideas. We accept full responsibility for personal performance and results. We believe in being open when providing and receiving feedback, because it makes us better at what we do best.

The Opportunity

Picton Mahoney Asset Management is presently seeking a Client Services Specialist to join our growing firm! The position will play a key role in supporting the Dealer and Investor Services team, assist our internal and external clients and will also partner closely with the Sales and Compliance teams. The opportunity requires the successful candidate to work in a flexible hybrid model out of our head office in Toronto, Ontario.

Responsibilities of the Role

• Manage process for collection, verification, and accuracy of investor subscription documentation
• Assist Sales team with various tasks including responding to information requests, due diligence questionnaires and communications to external advisor network as needed
• Maintain relationships with external service providers
• Participate in new initiatives, fund launches or other changes to the investment product suite
• Assist with various operational tasks for entire product range
• Research investor account activity or performance questions as required
• Assist with new client onboarding and ongoing KYC and investor file maintenance
• Assist with periodic regulatory filing requirement following multiple deadlines
• Special projects, research of industry and competitor analysis or additional ad-hoc requests
  

The Qualifications and Experience Required

• Post-secondary education in business (or relevant area of study)
• 1-3+ years of related experience preferably in mutual fund trade processing or advisor/sales support
• Recent graduates with relevant work experience are also encouraged to apply
• Experience with FundSERV, Unitrax or equivalent trade processing software
• Knowledge of the administrative functions of hedge funds, mutual funds, and the fund industry
• Exposure to ETFs considered an asset
• Must be highly proficient in Microsoft Excel
• Exposure to KYC/AML, FATCA and industry regulations
• Natural ambition to collaborate across departments
• Self-starter with strong problem-solving skills and ability to take ownership of processes
• Excellent Communication - both written and oral
• Highly professional, flexible and organized with highest degree of integrity
• Ability to work under pressure, while maintaining meticulous attention to detail
• Completion of the Canadian Securities Course (CSC) considered an asset

Competencies of a Successful Leader at Picton Mahoney:

• Results-Oriented: Does everything to be as productive as possible; keeps 100% focused on work; takes initiative to start and complete tasks.
• Collaboration: Relates well to all kinds of people, up, down and sideways, inside and outside the organization. Builds appropriate rapport; Builds constructive and effective relationships using diplomacy and tact; Can diffuse even high-tension situations comfortably.
• Critical Thinking: Able to objectively examine assumptions and beliefs; Makes decisions that impact problems at their cause rather than just the symptom; Uses a decision-making approach that is fair and accurate; Demonstrates insightful understanding of the organizational context and priorities; Foresees long-term implications of proposed positions.
• Customer Focus: Communicates in a positive manner, especially when handling complaints or conflict; efficiently obtains additional resources as needed to satisfy customer needs. Can refer internal or external people to the correct person in the organization
• Cultivates Innovation: Total understanding of the marketplace for products and services (what are the benefits to your customer and why do they buy your product); Is able to select from among many possible creative ideas for new products and services, those which would have the highest likelihood of success in the marketplace; Taking the raw idea and managing the transition to a successful product or process in the marketplace.
• Functional/Technical Skills: Understands technical expectations of the job and uses all resources available to improve effectiveness within the organization.
• Passion for Results: Can be counted on to exceed expectations on a regular basis; Is constantly and consistently one of the top performers; Very bottom-line oriented; Steadfastly pushes self and others for results
• Personal Learning or Self-Development: Engages in continuous self-development; Tackles challenges with enthusiasm and determination; Admits mistakes and openly identifies opportunities for personal growth; Knows personal strengths, weaknesses, opportunities, and limits

Above all, we’re looking for individuals with a mindset to think differently and who are inspired to make BIG impact. If you think that you will excel in this multi-faceted role, we want to hear from you!

Our Commitment to Employees

Picton Mahoney Asset Management is proud to offer our employees with generous perks and programs that enhance the career experience with our firm, including: Corporate Wellness & Fitness Reimbursement, Maternity and Parental Leave Top-Up, Peer Performance Recognition Awards, Semi-Annual Performance Bonuses, Generous Annual Vacation Entitlement (minimum of 15 days/year), Tuition Reimbursement, Extensive Medical & Dental Benefits, Healthcare Spending Account and more.

Health and Safety

We are doing our part to ensure the health and safety of all of our employees and visitors and to reduce the spread of COVID-19. Our office will allow for social distancing and ensuring new routines are followed, such as hand sanitizing, thorough disinfection and cleaning, mask wearing, and other protective equipment. In addition, all employees and visitors who visit our office will be mandated to be fully vaccinated against COVID-19.

Picton Mahoney Asset Management is proud to be recognized by Great Place to Work® as a 2021 “Best Workplaces for Inclusion” and 2021 “Best Workplaces for Women”. We are 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) 955-4108 or at accessibility@pictonmahoney.com.