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Product Manager – Investments
Mahoney Asset ManagementProduct Manager responsible for product strategy and execution at PICTON Investments. Overseeing a portfolio of complex, high-priority initiatives with cross-functional coordination and stakeholder management.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
product managementcompetitive intelligencedata validationperformance analysisproject managementmarketing campaign coordinationfinancial analysisportfolio managementprocess improvementB2B relationship building
Soft Skills
stakeholder managementcommunicationattention to detailindependenceinfluenceentrepreneurial mindsetmentoringstrategic thinkingproblem-solvingadaptability
Tools & Technologies
Microsoft OfficeCRM platformsthird-party databasessales toolspresentation softwaremarketing content toolsdata analysis toolsproject management softwarecollateral development toolsreporting tools
Certifications & Qualifications
CFACAIABachelor's degree in BusinessBachelor's degree in FinanceBachelor's degree in Economics
Industry Keywords
financial servicesadvisor distribution channelsinstitutionalretailindependentasset growthclient retentioninvestment philosophymarket intelligencestrategic initiatives
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 4 - 6 years of experience in financial services, ideally in product, operations, or client management
- Post-secondary education in Business, Finance, Economics, or a related field
- Bilingual in English and French is a strong asset
- Proven track record of building trusted relationships in B2B or advisor-facing environments
- CFA charterholder or advanced progress toward CFA or CAIA designation strongly preferred
- Solid understanding of advisor distribution channels, including institutional, retail, and independent
- Experience coordinating marketing campaigns and events with strategic intent
- Proficiency in Microsoft Office and CRM platforms
- Demonstrated ability to manage senior internal and external stakeholders independently — including Sales, Legal/Compliance, and Investment Management — with confidence, influence, and sound judgment
- Demonstrates strong attention to detail
- Entrepreneurial mindset with a passion for continuous learning, particularly in alternative investments
- Track record of self-initiating projects, managing competing priorities across multiple workstreams, and delivering results in a fast-paced, high-growth environment with minimal supervision.
Benefits
Comp & perks- full benefits package
- profit sharing
- health and wellness coverage
- life and disability insurance
- paid time off and holidays
- learning and development programs