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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.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
product managementcompetitive intelligencedata validationperformance analysisproject managementmarketing campaign coordinationfinancial analysisportfolio managementprocess improvementB2B relationship building
Soft Skills
stakeholder managementcommunicationattention to detailindependenceinfluenceentrepreneurial mindsetmentoringstrategic thinkingproblem-solvingadaptability
Certifications
CFACAIABachelor's degree in BusinessBachelor's degree in FinanceBachelor's degree in Economics