Investment Associate at PICTON

Position: Dynamic Investment Associate at PICTON
Start your investment career as a Dynamic Associate with PICTON Investments in Toronto or Vancouver. Engage in client services and contribute to innovative portfolio management.

This role at PICTON Investment Counsel is tailored for proactive finance professionals eager to support a strong client service framework. Work alongside seasoned Investment Counsellors, ensuring meticulous execution of client-related activities while participating in shaping the client experience. PICTON offers a welcoming culture, designed to maximize your impact in investment management initiatives.

Key Responsibilities:

• Coordinate client onboarding and documentation processes

• Collaborate with Investment Counsellors for proposal generation

• Take part in client meetings while documenting outcomes

• Address service inquiries with a high degree of professionalism

• Monitor and support account activities and rebalancing

Requirements:

• University degree in Finance or similar discipline

• 2+ years of investment-related experience

• High proficiency in Excel; VBA is a plus

• Ability to communicate effectively with stakeholders

• Detail-oriented and capable of prioritizing tasks

Contribute your talents to PICTON Investments and play a key role in transforming client experiences in the investment sector.
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