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Associate, Investment Counsel
Mahoney Asset ManagementAssociate role at PICTON Investments focusing on client service and portfolio administration. Collaborating with Investment Counsellors to provide exceptional service and support investment operations.
Tech Stack
Tools & technologiesVBA
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- University degree in Finance, Business, Economics, Accounting, or a related discipline
- 2+ years of experience in the financial services industry, ideally in investment or wealth management
- Strong proficiency in Microsoft Excel; VBA skills are an asset
- Familiarity with wealth management systems is a plus
- Excellent attention to detail and ability to manage competing priorities
- Strong communication, relationship management, and problem-solving skills
- Self-starter with a collaborative spirit and a passion for delivering exceptional service
- Fluency in French is an asset (but not mandatory).
Benefits
Comp & perks- Corporate fitness reimbursement and discounts
- VersaFi memberships (formerly Women in Capital Markets)
- 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
- More.
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
Client Documentation ManagementPortfolio MonitoringTrade ExecutionData ReconciliationFinancial ReportingWealth Management Systems FamiliarityVBA Skills
Soft Skills
Strong CommunicationRelationship ManagementProblem-SolvingCollaborationSelf-Starter