Bilingual Portfolio Strategist

Picton Mahoney; Montreal; On-site; CAD 80,000 - 120,000; Full time

Job summary

A prominent investment management firm in Montreal seeks a Bilingual Portfolio Strategist to enhance their portfolio consulting efforts. The role involves building relationships with investment advisors and conducting in-depth portfolio analyses. Applicants should have 5-10 years in a client-facing role, a background in finance, and be proficient in both French and English. This position offers significant responsibilities within a collaborative culture and competitive benefits.

Benefits

Corporate fitness reimbursement

Maternity and parental leave top-up

Training and development reimbursement

Extensive health and dental benefits

Qualifications

• 5–10 years of relevant experience in a client-facing strategist or portfolio consulting role.
• Ability to translate complex analysis into clear, actionable narratives.
• Willingness to travel up to 50% across Canada.

Responsibilities

• Build recurring, consulting-based relationships with investment advisors.
• Represent PICTON Investments at regional industry conferences.
• Conduct detailed portfolio analysis focused on allocation, structure, and risk management.

Skills

Bilingual proficiency in French and English

Strong understanding of portfolio construction

Exceptional communication skills

Solutions-oriented mindset

Education

Post-secondary degree in relevant discipline

CFA and/or CAIA designation (or actively pursuing)

Job description

Best Workplaces™ in Canada 2020 - 2025 | Best Workplaces™ with Most Trusted Executive Teams 2024, 2025 | Best Workplaces™ in Financial Services & Insurance 2020 - 2025 | Best Workplaces™ for Mental Wellness 2023 - 2025 | Best Workplaces™ for Giving Back 2022, 2024 | Best Workplaces™ for Inclusion 2021, 2024 | Best Workplaces™ for Women 2021 | Best Workplaces™ in Ontario™ 2020, 2021, 2024 | 2025 Best Workplaces™ for Professional Development

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 Alternative is in Our DNA.

With a team of 203 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing $15.9 billion 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 Guiding Principles

• Treat investors’ money like our own.
• 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

We’re looking for a Bilingual Portfolio Strategist to join our Second Engine Portfolio Consulting team, a group that leverages PICTON Investments’ portfolio management, quantitative, and risk management expertise to help clients make better investment decisions.

In this role, you’ll become a trusted partner to investment advisors, institutional investors, and head office strategists—bringing clarity, conviction, and solutions to complex portfolio challenges. You’ll lead consultations that uncover risks, sharpen asset allocation, and design strategies that align with client goals, all while elevating PICTON’s presence in Quebec and across Canada.

If you thrive on translating complexity into clarity, excel at building high‑value relationships, and want to help reshape how Canadians think about portfolio construction, this is your chance to make an immediate impact.

Your Responsibilities

Sales Enablement & Client Engagement

• Build recurring, consulting‑based relationships with investment advisors, institutional investors, and head office strategists.
• Represent the Second Engine portfolio consulting team in the Quebec market as a trusted portfolio construction expert.
• Lead portfolio consultations to define goals, diagnose risks, and design more resilient and efficient portfolios.
• Partner with sales and investment strategists to build multi‑disciplinary teams for top‑tier opportunities.
• Represent PICTON Investments at regional industry conferences.

Portfolio Construction Expertise

• Deliver thought leadership on portfolio construction and alternative investment trends.
• Conduct detailed portfolio analysis focused on allocation, structure, and risk management.
• Design and deliver analytical reports on construction, attribution, and risk.
• Collaborate with Product, Quant, Investment, Sales, and Marketing teams to develop new capabilities.

What We’re Looking For

• Bilingual proficiency in French and English (native‑level French strongly preferred).
• 5–10 years of relevant experience in a client‑facing strategist or portfolio consulting role.
• A post‑secondary degree in engineering, mathematics, statistics, quantitative finance, computer science, or a related discipline.
• CFA and/or CAIA designation (or actively pursuing).
• Strong understanding of portfolio construction, risk management, and hedge fund strategies.
• Eligibility for registration as an Advising Representative.
• Ability to translate complex analysis into clear, actionable narratives.
• Exceptional communication skills, with the presence to inspire confidence and trust.
• A solutions‑oriented mindset with the ability to adapt to different client needs.
• Willingness to travel up to 50% across Canada.

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, 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. 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 [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.