Associate Product Manager

PICTON Investments; Toronto; On-site; CAD 70,000 - 80,000; Full time

Benefits offered by this job

Profit sharing

Health and wellness coverage

Life and disability insurance

Paid time off and holidays

Learning and development programs

Job summary

PICTON Investments seeks an Associate Product Manager to support growth initiatives and strengthen relationships with institutional clients. You will manage data delivery, assist in crafting client presentations, and work with cross-functional teams across Product, Marketing and Sales to drive value.

Responsibilities include updating quarterly client materials, facilitating manager research, and contributing to process improvements while maintaining accuracy under tight deadlines.

Qualifications

• 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 and investing; ability to articulate complex financial topics.

Responsibilities

• Institutional Support: updating, revising and producing quarterly client presentations requiring mastery of PowerPoint & Excel.
• National Accounts Support: collaborate with Product, Marketing and Sales to deliver value-added services to platform managers, portfolio advisory groups and fund research teams; respond to ad-hoc requests from head office partners; execute manager research and due diligence; create internal documents and questionnaires; gather information for timely responses.
• Joint Support: evaluate and deploy improvements to reporting; build and manage internal infrastructure to bolster client service; drive continuous process improvements.

Skills

Client service

Financial markets understanding

Communication skills

Time management

Project management

Analytical thinking

Excel skills

PowerPoint skills

French language

Education

Bachelor's degree or higher

Tools

Excel

PowerPoint

Qvidian

Database management

Job description

PICTON Investments is presently seeking a motivated Associate Product Manager to play a pivotal role in stretching our business and achieving our visionary goals of transformational growth. Working closely with various internal stakeholder groups, you will assist in the growth and retention of assets by managing the data and information provided to key head office relationships and institutional clients to strengthen our position as the country's definitive leader in alternative asset management.

The expected annual base salary range for this role is $70,000 to $80,000, with final base salary determined based on experience, skills, education, and internal equity. In addition to base salary, this role is eligible for variable compensation.

At PICTON Investments, being employee-owned means we take care of our team and offer opportunities for top performers to participate in our equity ownership program over time. Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more, many of which are fully covered or subsidized by us.

You’ll have the opportunity to learn and lead:

Institutional Support

• Responsible for the updating, revising and production of quarterly client presentations requiring mastery of both PowerPoint & Excel.

National Accounts Support

• 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.

Joint Support

• 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.

What we’re looking for

• 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.