Client Services Specialist

Great Place to Work™ 2020, 2021, 2022, 2023 | Best Workplaces™ in Financial Services & Insurance 2020, 2021, 2022, 2023 | Best Workplaces™ for Mental Wellness 2023 | Best Workplaces™ for Giving Back 2022 | Best Workplaces™ for Women 2021 | Best Workplaces for Inclusion 2021 | Best Workplaces™ in Ontario 2020 and 2021

Our Company

Picton Mahoney Asset Management (“PMAM”) was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world. We are proud to say that we are 100% employee-owned and manage approximately $9.6 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients. The core values at Picton Mahoney guide the employee experience and contribute to the culture which fosters strong, transparent relationships.

Why Work at Picton Mahoney?

Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on professional development. Over the past 15 years, we have learned from feedback and have developed strategies and programs that enhance employee engagement and improve the employee experience. As our values state: We work together; fully engaged and aligned. We support each other, and our actions contribute to the strategic goals of our firm. We are highly focused on continuous improvement while driving positive change and stronger results across our team and the firm. We believe in integrity and always “doing the right thing” for our clients, colleagues and the firm. We are committed to performance, excellence and winning. At Picton Mahoney, “stepping up” is an action, not a thought, which results in the development and implementation of those ideas. We accept full responsibility for personal performance and results. We believe in being open when providing and receiving feedback, because it makes us better at what we do best.

The Opportunity

Picton Mahoney Asset Management is presently seeking a Client Services Specialist to join our growing team and firm! The position will play a key role in supporting the Dealer and Investor Services team, assisting our internal and external clients and will also partner closely with the Sales and Compliance teams. The opportunity requires the successful candidate to work in a flexible hybrid model out of our head office in Toronto, Ontario.

Responsibilities of the Role

• Manage process for collection, verification, and accuracy of investor subscription documentation
• Assist Sales team with various tasks including responding to information requests, due diligence questionnaires and communications to external advisor network as needed
• Maintain relationships with external service providers
• Participate in new initiatives, fund launches or other changes to the investment product suite
• Assist with various operational tasks for entire product range, including cash flow reconciliation
• Research investor account activity or performance questions as required
• Assist with new client onboarding and ongoing KYC and investor file maintenance
• Assist with periodic regulatory filing requirement following multiple deadlines
• Special projects, research of industry and competitor analysis or additional ad-hoc requests

The Qualifications and Experience Required

• Post-secondary education in business (or relevant area of study)
• 1-2+ years of related experience preferably in mutual fund trade processing or advisor/sales support
• Recent graduates with relevant work experience are also encouraged to apply
• Experience with Fundserv, Unitrax or equivalent trade processing software considered an asset
• Knowledge of the administrative functions of hedge funds, mutual funds, and the fund industry
• Exposure to ETFs considered an asset
• Must be highly proficient in Microsoft Excel
• Exposure to KYC/AML, FATCA and industry regulations
• Natural ambition to collaborate across departments
• Self-starter with strong problem-solving skills and ability to take ownership of processes
• Excellent Communication - both written and oral
• Highly professional, flexible, and organized with highest degree of integrity
• Ability to work under pressure, while maintaining meticulous attention to detail
• Completion of the Canadian Securities Course (CSC) considered an asset

Our Commitment to Employees

At Picton Mahoney Asset Management, we take pride in elevating our employees' experiences through an array of exceptional perks and programs. Enjoy a suite of benefits including Corporate Wellness & Fitness Reimbursement, Women in Capital Markets partnership, Women Executive Membership, Volunteer Days, Charitable Matching, Maternity and Parental Leave Top-Up, Peer Performance Recognition Awards, Semi-Annual Performance Bonuses, a generous Annual Vacation Entitlement (minimum of 15 days/year), Tuition Reimbursement, Extensive Medical & Dental Benefits, Healthcare Spending Account, and more. These offerings are crafted to enhance your career journey and overall well-being. Join us in an environment that values your growth and success!

Picton Mahoney Asset Management is proud to be recognized by Great Place to Work® as a 2021 “Best Workplaces for Inclusion” and 2021 “Best Workplaces for Women”. We are committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at [email protected].