Mahoney Asset Management

Risk

• Support the Analysts and Portfolio Managers within the Quantitative Research Team
• Collaborate with the team on research and development of projects related to Quantitative portfolios
• Contribute to the design, integration, generation and automation of various reports related to operation and monitoring of Quantitative portfolios
• Respond to ad hoc requests from Analysts and Portfolio Managers

Intern, Quantitative Research, Risk

Business Development Rep

• Lead, learn, and grow while playing a key role in supporting territory sales strategies and in meaningful advisor engagement
• Be at the heart of business development activities, directly contributing to pipeline generation, event execution, and outreach to strategic advisors
• Provide temporary support for broader business initiatives and offer ad hoc assistance to the wider retail sales team
• Maintain a healthy sales pipeline by monitoring advisor engagement and ensuring follow-up steps are taken to maximize opportunities
• Coordinate advisor events, webinars, and sponsorship initiatives in collaboration with marketing and compliance teams
• Liaise with internal stakeholders to ensure events meet brand expectations, budget, and company priorities
• Maintain CRM data with a high level of accuracy and integrity
• Assist with calendar coordination, meeting logistics, expense processing, and internal documentation
• Support broader sales initiatives and special projects as needed

Business Development Associate

Project Manager

• Support the delivery of strategic projects by assisting with project plans, timelines, milestones, and deliverables.
• Scope tracking, change request, risk log documentation.
• Resource coordination and task tracking.
• Assist in gathering, documenting, and communicating business and technical requirements.
• Coordinate with internal teams to track progress against project milestones.
• Maintain project documentation including status reports, meeting notes, risk logs, and action items.
• Track risks, issues, and dependencies, escalating concerns to senior project managers as appropriate.
• Support vendor and third-party coordination, including meeting scheduling, deliverable tracking, and follow-ups.
• Assist with project communications to stakeholders.
• Participate in project team meetings and cross-functional forums, representing the project as needed.
• Contribute to post-project reviews and retrospectives.

Associate Project Manager

Financial Planning and Analysis

• Manage end-to-end client onboarding, documentation, and account setup.
• Support Investment Counsellors in preparing for meetings, proposals, and reviews.
• Attend client meetings as required and maintain detailed records and meeting notes.
• Address client inquiries with urgency and professionalism.
• Produce recurring and ad-hoc client reports.
• Contribute ideas to improve the overall client experience and drive service excellence.
• Reconcile daily prices, positions, and transactions across trading and custodial platforms.
• Support account activity including openings, deposits, withdrawals, and asset transfers.
• Assist with monitoring and rebalancing client portfolios; ensure timely and accurate trade execution.
• Maintain security master data and review corporate actions.
• Collaborate with internal and external partners to resolve issues efficiently.
• Continuously seek opportunities to optimize workflows and enhance operational processes.
• Coordinate with Compliance to ensure timely review and approval of account documentation.
• Ensure all activities align with internal policies and regulatory requirements.
• Maintain accurate and auditable records.
• Monitor potential risks and escalate issues as appropriate.

Associate, Investment Counsel

Inside Sales

• Provide ongoing support to assigned Vice President, Retail Sales (External Wholesaler(s))
• Demonstrate a keen focus on prospecting and growing the advisor base
• Position PICTON’s strategies using a consultative sales approach and close new business
• Assist External Wholesaler with developing business plans and identifying opportunities for sales growth within assigned territory(s)
• Driven to meet and exceed activity targets on “sales engagements” including meetings scheduled with prospects and existing supporters
• Provide proactive support and services to all existing supporters
• Respond to all inquiries and coordinate follow-up where required to Wholesaler interactions in a professional and timely manner
• Maintain superior knowledge and understanding as well as the ability to position Alternative Investment solutions

Business Development Manager – Inside Sales

Frontend Engineer

• Build and maintain features, components, and pages on our Next.js codebase
• Develop new CMS content models and matching front-end components in lockstep
• Implement responsive, accessible, performance-conscious UI from design specs
• Support the bilingual (English/French) site infrastructure and translation workflow
• Partner with the Website & Digital team to translate marketing requirements into Contentful content types, references, and validations
• Improve the authoring experience for non-technical content editors
• Ensure analytics, UTM, and event tracking are correctly wired across the site and into GA4
• Manage deployments and environments on Azure / Azure Front Door
• Contribute to engineering standards, documentation, and onboarding

Software Development Engineer – Frontend

• support the internal stakeholders in developing and maintaining product positioning, pitchbooks, and sales tools
• own and drive product management strategies end-to-end, ensuring advisors and clients have clear, compelling, and actionable materials that support asset growth and retention
• create portfolio manager decks, custom presentations, and other collateral to support business goals
• conduct research for competitive intelligence for key competitors and analyze industry trends to provide timely insights
• support marketing team to create marketing contents as well as developing contents for new initiatives or new product launch
• independently lead and project-manage key strategic initiatives across new initiatives and new product launch workstreams, coordinating across Product, Sales, Marketing, Legal/Compliance, and Investment Management
• proactively identify opportunities to enhance the product suite, improve existing processes, and propose new initiatives based on market intelligence and internal needs — without requiring direction
• own the monthly product report card process and all recurring deliverables, continuously improving quality and identifying opportunities to enhance their strategic value
• ensure all client-facing materials are accurate, up-to-date, and consistent
• support data inputs, validation, and distribution across third-party databases
• align external data with internal records and strategy
• serve as an independent and credible voice of the client and advisor in internal discussions, shaping product strategy and prioritization with conviction
• build deep understanding of our investment philosophy, process, and performance drivers
• analyze and communicate performance and attribution trends clearly
• lead cross-functional coordination across the firm — managing stakeholder expectations, resolving competing priorities, and driving timely execution independently
• mentor junior team members

Product Manager – Investments

• Responsible for the updating, revising and production of quarterly client presentations requiring mastery of both PowerPoint & Excel
• Work in concert with Product, Marketing and Sales to organize the delivery of value-added services to platform managers, portfolio advisory groups and fund research teams
• Respond to ad-hoc requests for information from head office partners
• Execute the manager research and due diligence process to maintain existing business and win new partnership opportunities
• Creation and curating of internal documents to store relevant fund information
• Complete questionnaires for the national account client base
• Gather information from internal sources to provide timely and accurate responses
• Evaluate, develop and deploy improvements to the reporting process
• Build and manage internal infrastructure and systems to bolster targeted client service delivery models
• Promote efficiencies by contributing to the continuous improvement of processes and procedures