Associate Specialist, Dealer and Investor Services (Bilingual)

PICTON Investments; Toronto; On-site; CAD 60,000 - 65,000; Full time

Benefits offered by this job

Corporate fitness reimbursement

Generous annual vacation entitlement

Health and dental benefits

Training and development reimbursement

Job summary

PICTON Investments in Toronto is seeking an Associate Specialist in Dealer and Investor Services who is bilingual in English and French. The successful candidate will support the sales team and collaborate with various departments to ensure efficient operations in mutual fund trade processing. Salary is expected between $60,000 and $65,000, complemented by a discretionary bonus program and a comprehensive benefits package, including health coverage and profit sharing.

Qualifications

• At least 1 year of experience, preferably in mutual fund trade processing or advisor/sales support.
• Knowledge of hedge fund and mutual fund operations is ideal.
• Familiar with KYC/AML, FATCA, and other industry regulations.

Responsibilities

• Support Sales team by responding to inquiries in both languages.
• Collaborate on updates to the investment product suite and provide operational support.
• Investigate and resolve investor inquiries prioritizing client needs.

Skills

Bilingualism in English and French

Advanced Microsoft Excel skills

Proactive problem-solving skills

Collaborative mindset

Education

Undergraduate degree in business or relevant field

Completion of the Canadian Securities Course (CSC)

Tools

FundSERV

Unitrax

Job description

One of Canada’s Most Trusted Investment Brands.

At Picton Mahoney Asset Management (PICTON Investments), being alternative isn’t just what we do—it’s who we are.

Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada’s most trusted investment brands, we are proudly independent—privately run, 100% employee‑owned, and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA.

With a team of 223 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing $17.8 billion (as of April 30, 2026) for institutional and retail clients, we navigate markets with conviction, resilience, and a forward‑thinking approach.

We’re more than investors — we’re innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

Our success is built on four guiding principles:

• Redefine the way investors invest.
• Be human—always approachable.
• Succeed together, one investment at a time.

These aren’t just words—they define how we think, how we invest, and how we work.

Now, we’re entering our next chapter. We’re transforming our brand and reshaping the way the world invests. If you think alternatively, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy‑free environment, join us and be part of what’s next.

Thriving in Our Entrepreneurial Culture

At PICTON Investments, you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you’ll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. You’ll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards, performance‑based bonuses, and a clear path for career growth, you’ll have everything you need to develop both now and over the longer term.

The Opportunity

As we continue to transform how the world invests, we’re looking for bold thinkers and high performers to join our growing team. We are currently seeking a Associate Specialist, Dealer and Investor Services (Bilingual) to play a key role within our Operations team. This individual will collaborate closely with Compliance and Sales, bringing cross‑functional insight and enthusiastic execution to the role.

The expected annual base salary for this role is $60,000 - 65,000, with the final number depending on your experience, skills, and education. On top of that, you’ll be eligible for our discretionary bonus program.

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 lead and learn:

• Support our Sales team in both French and English by responding to advisor inquiries, due diligence questionnaires, and various external communications.
• Build trusted partnerships with external service providers, ensuring smooth information flow and alignment with our service values.
• Collaborate on updates to our investment product suite, managing and executing on workflow management. Provide operational support, including cash flow reconciliation, across our full range of investment products, ensuring efficient and compliant processing.
• Investigate and resolve investor inquiries in both French and English, always prioritizing clear, authentic communication and client needs.
• Assist in periodic regulatory filings with accuracy, meeting multiple deadlines with professionalism.
• Engage in industry research, and competitor analysis to drive innovation and performance.
• Assist with the process for collection, verification, and accuracy of investor subscription documentation, treating every detail with care and discipline.

What we’re looking for:

• Undergraduate degree in business or a relevant field of study.
• Completion of the Canadian Securities Course (CSC).
• Bilingualism in both English and French is required.
• 1+ years of related experience, ideally in mutual fund trade processing or advisor/sales support.
• Working knowledge of hedge fund and mutual fund operations and administrative functions.
• Familiarity with ETFs and platform‑traded funds is considered an asset.
• Proficiency with FundSERV, Unitrax, or other trade processing systems is an asset.
• Advanced Microsoft Excel skills.
• Understanding of KYC/AML, FATCA, and applicable industry regulations.
• Collaborative mindset with the ambition to build strong cross‑departmental relationships.
• Proactive work ethic with strong problem‑solving skills and an honest approach to ownership.
• Clear and effective communicator—both written and verbal.
• Highly professional, organized, and flexible, with unwavering integrity.
• Ability to thrive under pressure without compromising on detail or quality.
• Working knowledge of AI tools and concepts.

Our Commitment to Employees

At PICTON Investments, we take pride in enhancing our employees' experiences through a comprehensive suite of exceptional perks and programs. Our benefits include 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, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.

These offerings are designed to support your career growth, well‑being, and overall success. Join us and thrive in an environment that values and invests in you!

PICTON Investments is 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. We welcome applications from candidates with diverse experiences globally. Canadian experience is not required. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at [phone] or at [e-mail].

PICTON Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third‑party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.

Please note: We use AI‑assisted tools to support parts of our recruitment process, including summarizing interview notes, aligning candidate profiles with job requirements, and initial resume screening. All decisions are made by our hiring team.