Head of Client Service & Operations

PCJ Investment Counsel Ltd.; Toronto; On-site; CAD 150,000 - 200,000; Full time

Job summary

A private investment management firm in Toronto is seeking a Head of Client Service & Operations. This role involves client servicing, operational requirements management, and compliance support. The ideal candidate will have over 3 years of experience, a business-related degree, and strong communication skills. The position is full-time and located on-site in Toronto. Benefits include a competitive salary and dynamic work environment.

Qualifications

• 3+ years of related experience required.
• Motivated, organized, flexible, and positive individual.
• Ability to multi-task in a fast-paced environment.

Responsibilities

• Main point of contact for client service.
• Manage operational and trading requirements.
• Support compliance projects and regulatory filings.

Skills

Attention to detail

Organizational skills

Problem-solving

Communication skills

Ability to work independently

Ability to work under pressure

Project management

Education

Undergraduate degree in Business, Accounting or Finance

Job description

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Toronto, ON

We are looking for a

PCJ Investment Counsel Ltd.

Toronto, ON

We are looking for a Head of Client Service & Operations to join PCJ Investment Counsel Ltd. (“PCJ”). Founded in 1996, PCJ is an independent privately owned investment manager focused on large and small cap Canadian equities and alternative investments including equity market neutral and long / short strategies. With approximately $1 billion in total assets under management, the firm has a deep and stable portfolio management team focused on identifying and exploiting unique investment opportunities and constructing portfolios with attractive risk return characteristics.

What You Will Do

• Client Servicing : Main point of contact for client service including preparation and presentation of materials for existing and prospective clients. Marketing and sales support including managing Request for Proposal (RFP) response database, drafting new content and working with internal stakeholders as needed
• Operations & Trading : Manage operational and trading requirements including trade allocations, execution, settlement, cash management and portfolio rebalancing. Generate regular and ad-hoc reports to assist the portfolio management team
• Compliance - provide support to the Chief Compliance Officer with various regular and ad-hoc compliance projects and regulatory filings; manage operational risk and implement improvements where possible.

What You Bring

Motivated, organized, flexible, positive individual with exceptional attention to detail

3+ years of related experience

Undergraduate degree in Business, Accounting or Finance preferred

Strong verbal and written communication skills

Able to work independently and within a team

Proven ability to think logically and problem solve effectively

Demonstrated ability to work efficiently under pressure while maintaining strict deadlines

Ability to multi-task in fast paced environment

Ability to manage projects with differing timelines and competing priorities

About PCJ Investment Counsel & Connor, Clark & Lunn Financial Group

Founded in 1996, PCJ Investment Counsel Ltd. (PCJ) is an independent privately owned investment manager focused on large and small cap Canadian equities and alternative investments including equity market neutral and long / short strategies. With approximately $1 billion in total assets under management, the firm has a deep and stable portfolio management team focused on identifying and exploiting unique investment opportunities and constructing portfolios with attractive risk return characteristics. PCJ is an affiliate of the Connor, Clark & Lunn Financial Group Ltd. (“CCLFG”), a multi-boutique investment manager that provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors. CC&LFG partners with each of its affiliates by contributing world class operations, product development expertise, broad distribution, and business management. Today, CCLFG and its affiliates, including PCJ, collectively manage over $155 billion in assets. As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining and motivating the most talented people

For a closer look at how you can build your career with us, we invite you to explore Career opportunities - CC&L Financial Group Ltd.

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

To apply for this position, please submit your resume and cover letter as one PDF.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

Apply for this Position

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Business Development and Sales

Industries

Investment Management

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