Associate Product Manager – Investments

Mahoney Asset Management

Associate Product Manager responsible for growth and retention of assets at PICTON Investments. Managing data and information for key client relationships and supporting business growth within financial services.

Posted 6/11/2026full-timeToronto • 🇨🇦 CanadaJuniorMid-Level💰 CA$70,000 - CA$80,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Undergraduate and/or post-secondary degree in a related field
3+ years of client service experience within financial services with demonstrated experience in response database management and proposal writing preferred
Keen enthusiasm for markets, the fundamentals of investing and an ability to quickly grasp and articulate complex financial topics is critical
An ability to produce high-quality work in a rapidly changing environment with tight deadlines with the skill to prioritize to ensure timely and accurate delivery
Excellent time management, project management, analytical thinking, problem solving, and communication skills
Proficiency in Excel, PowerPoint, Qvidian and other general database management is a strong asset
French verbal and written skills will be valued
Any industry-related professional designations, or progress towards one, is considered an asset
Willingness to work variable hours driven by needs of the business

Benefits

Comp & perks

profit sharing
health and wellness coverage
life and disability insurance
paid time off and holidays
learning and development programs
corporate fitness reimbursement and discounts
VersaFi memberships
Picton investment counseling and portfolio management services
volunteer and charitable donation matching
maternity and parental leave top-up
recognition awards
semi-annual performance bonuses
generous annual vacation entitlement (minimum of 15 days per year)
training and development reimbursement
extensive health and dental benefits
healthcare spending account

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

database managementproposal writingfinancial analysisreporting process improvementclient servicepresentation creationdue diligenceinformation gatheringproject managementanalytical thinking

Soft Skills

time managementproblem solvingcommunicationprioritizationadaptabilityteam collaborationattention to detailenthusiasm for marketsarticulation of complex topicscontinuous improvement