Mahoney Asset Management

Counselor

• Advise high-net-worth and institutional clients with tailored, discretionary investment strategies aligned to their financial goals
• Build and maintain long-term client relationships through proactive communication, regular portfolio reviews, and exceptional service
• Act as a trusted advisor by addressing client concerns, sharing market insights, and collaborating with their broader financial team (e.g. tax, estate, legal)
• Conduct in-depth assessments of client objectives, risk tolerance, time horizon, and preferences to inform portfolio construction
• Monitor, rebalance, and review portfolios to ensure ongoing alignment with client needs and market conditions
• Develop and execute business development strategies to identify and convert new opportunities across HNW and institutional segments
• Cultivate a strong referral network through partnerships with legal professionals, accountants, and investment consultants
• Collaborate with internal teams—including portfolio construction, compliance, and operations—to ensure seamless execution and high-quality support
• Stay current on global markets, economic trends, and regulatory developments to inform client strategy and firm-wide insights
• Uphold the highest ethical standards, maintaining full regulatory compliance and acting in the best interest of each client.

Investment Counsellor

Inside Sales

• Actively prospect and grow our network of financial advisors, using a consultative sales approach to position PICTON’s alternative investment strategies, including hedge funds, liquid alternatives, and long/short portfolios
• Support and collaborate with your assigned External Wholesaler, sharing innovative ideas and executing on strategic sales initiatives to grow advisor engagement and assets under management (AUM)
• Assist in developing territory business plans, identifying new sales opportunities across the IIROC and MFDA channels
• Consistently meet and exceed activity targets including outbound calls, emails, virtual meetings, and advisor appointments designed to advance the sales funnel
• Provide responsive, proactive service to advisors and existing clients, ensuring high-quality follow-up and coordination with the External Wholesaler
• Maintain strong technical understanding of investment products, including mutual funds, hedge funds, ETFs, and other portfolio solutions aligned with PICTON’s offerings
• Accurately record and track all advisor engagements and pipeline activity in CRM (Salesforce) with detailed, actionable notes
• Organize and maintain up-to-date records on advisor contacts, territory opportunities, and performance metrics
• Participate actively in team meetings and sales strategy sessions, contributing insights and collaborating on best practices

Business Development Manager – Inside Sales

Sales

• Actively prospect and grow our network of financial advisors using a consultative sales approach to position PICTON’s alternative investment strategies, including hedge funds, liquid alternatives and long/short equity portfolios
• Support your assigned external wholesaler by collaborating closely, sharing innovative ideas and implementing strategic sales initiatives to deepen advisor engagement and increase assets under management (AUM)
• Help develop territory business plans by identifying new business opportunities through IIROC and CIFA channels (or equivalent regulatory/distribution channels)
• Consistently meet and exceed activity targets, including outbound calls, emails, virtual meetings and advisor appointments to advance the sales pipeline
• Provide responsive and proactive service to advisors and existing clients, ensuring high-quality follow-up and coordination with the external wholesaler
• Maintain a strong technical understanding of investment products, including mutual funds, hedge funds, ETFs and other portfolio solutions aligned with PICTON’s offerings
• Accurately record and track all advisor interactions and pipeline activities in the CRM (Salesforce) using detailed, actionable notes
• Organize and maintain advisor contact records, territory opportunity files and performance metrics
• Actively participate in team meetings and business strategy sessions, contributing ideas and collaborating on the implementation of best practices

Internal Sales Associate

Business Development Rep

• Lead, learn, and grow as a Business Development Associate (BDA).
• Support territory sales strategies and drive meaningful advisor engagement.
• Be on the front lines of business development, contributing directly to pipeline generation, event execution, and strategic advisor outreach.
• Maintain a healthy sales pipeline by monitoring advisor engagement and ensuring next steps are followed through.
• Participate in sales generating incentive programs tied to meeting bookings, advisor engagement, and pipeline contribution.
• Coordinate advisor events, webinars, and sponsorship initiatives in collaboration with marketing and compliance teams.
• Maintain CRM data with a high level of accuracy and integrity.

Business Development Associate

• Build and deepen relationships with MFDA advisors across assigned regions, driving awareness, education, and adoption of PICTON’s investment strategies
• Execute a disciplined, territory-based approach to advisor coverage, sales activity, and pipeline development
• Deliver high-quality advisor education through one-on-one meetings, branch presentations, and regional events
• Support advisor-level due diligence, education initiatives, and ongoing relationship management
• Work closely with the National Accounts team to align field execution with dealer-level strategies, approvals, and priorities
• Develop and execute a targeted MFDA sales strategy aligned with PICTON’s broader retail growth objectives
• Represent PICTON at MFDA-focused industry events, dealer conferences, and advisor forums

Vice President, MFDA Retail Sales

Administration

• Perform and review daily cash and security position reconciliations
• Investigate and resolve cash and security position discrepancies
• Review daily reports from custodians and prime brokers
• Set up of security details on internal systems
• Monitor and process corporate actions
• Support the proxy voting and class action processes
• Perform oversight of portfolio valuation and performance
• Assist with trade instruction processes
• Liaise with various parties and provide support

Associate, Portfolio Administration

Analyst

• Research and analyze companies for the firm’s Fixed Income portfolios
• Build and maintain financial models to assist in investment evaluations
• Prepare verbal and written reports on sectors and companies to communicate investment theses
• Present profitable ideas and potential investment opportunities to the firm’s portfolio managers
• Develop and maintain business relationships with company management teams and industry experts
• Analyze quarterly reports, conference calls and relevant company details
• Monitor industry trends, remain current on political and economic trends and events to assess impact on investment decisions and existing portfolios
• Actively participate and provide support in all aspect of the portfolio management process from construction to implementation and risk monitoring

Analyst, Fixed Income Research

Compliance

• Ensure compliance with regulatory and contractual requirements, including investment monitoring, financial crime, privacy, anti-spam, marketing, sales practices, wealth management, risk management, and firm policies
• Provide expertise on compliance issues and offer guidance on policies, procedures, and regulatory matters to the business
• Assess and recommend improvements to business methods, systems, and procedures
• Ensure compliance for marketing content across all mediums, sales practices, and account opening materials
• Develop and maintain compliance monitoring program
• Manage regulatory filings, prepare client deliverables, and ensure proper record-keeping and documentation retention
• Assist in preparing responses for regulatory reviews, surveys, and field reviews
• Support governance matters, including the Independent Review Committee for funds
• Act as the money laundering reporting officer for the firm
• Contribute to the development of regulatory strategies and communicate changes effectively to business teams
• Help develop, maintain, and implement policies, procedures, and employee training programs
• Prepare submissions and supporting documents for firm and individual registrations
• Work with other departments and leadership to manage compliance risk, promote best practices, and support innovation
• Manage compliance team member, focusing on their responsibilities and career development
• Develop understanding and stay informed about investment industry requirements and trends, regulatory developments, and policy updates that impact the firm’s business, compliance program and reporting requirements

Director, Compliance

• Lead our enterprise-wide compliance program
• Champion a firm‑wide culture of integrity
• Set strategy, oversee policy, and ensure operations meet regulatory standards
• Guide an experienced, in‑house compliance team
• Partner with leaders across the firm and empower staff
• Monitor and interpret regulatory developments and advise senior leadership
• Establish, maintain, and continuously improve Compliance Manual and procedures
• Design and deliver training for staff and leaders
• Consult with outside counsel as needed
• Prepare and submit compliance reports to leadership committee
• Work closely with various teams to embed compliance in the business

Chief Compliance Officer

Marketing Operations

• Hands-on building, testing, and deployment of marketing emails
• Refining email best practices, templates, and reporting

Email & Marketing Automation Specialist

Full-stack Engineer

• Design and deliver cloud-native systems that power analytics, reporting, and investment workflows
• Ensure the user experience is intuitive, responsive, and built to scale
• Build and maintain backend services and APIs that are scalable, reliable, and easy to evolve over time
• Develop applications using modern backend frameworks (e.g., .NET, Node.js), applying clean, pragmatic engineering practices
• Build user-facing features with modern frontend frameworks (e.g., React, Next.js), collaborating closely with design and product partners
• Turn product ideas and designs into thoughtful, accessible user interfaces using modern HTML, CSS, and design systems
• Work cross-functionally with product, design, data, and platform teams to deliver end-to-end solutions
• Integrate applications with cloud services, with an emphasis on performance, security, and scalability
• Contribute to engineering best practices such as CI/CD, automated testing, observability, and operational reliability
• Participate in architectural discussions, code reviews, and technical planning, offering thoughtful input and learning from others
• Take ownership of features from idea through production, balancing delivery speed with long-term maintainability

Senior Software Development Engineer – Full Stack

Art Director

• turn strategy into standout creative across brand, campaigns, digital, social, and video
• collaborate daily with Marketing, 2ND ENGINE, and the Investment team
• balance fresh, culturally aware creative with practical constraints like timelines, budgets, and compliance
• set the creative bar through craft, curiosity, and collaboration
• lead, mentor, and inspire designers through clear briefs and feedback

Junior Creative Director

• Manage the day-to-day compliance program
• Monitor, oversee and report on all areas of compliance including trading and investment
• Support sales practice reviews, marketing material oversight
• Assist with financial crime monitoring, privacy compliance, and broader regulatory filings
• Collaborate across teams while ensuring accuracy and efficiency in all compliance initiatives

Senior Associate, Compliance

Operations

• Own the daily asset reconciliation process
• Set up and maintain accurate security data in trade order management system
• Validate and review equity, fixed income, and derivative trade orders
• Match trades using platforms such as DTCC Central Trade Matching (CTM)
• Monitor failed trades and resolve settlement breaks
• Coordinate and provide trade settlement instructions to fund administrators, custodians, and prime brokers
• Liaise with key external partners
• Support the proxy voting and class action processes
• Contribute to ad hoc projects with a mindset of continuous improvement