Intern, PICTON Investment Counsel (Winter 2027)

Picton Mahoney; Toronto; On-site; CAD 49,000 - 68,000; Full time

Benefits offered by this job

Corporate fitness reimbursement and/or

VersaFi memberships

Volunteer and charitable donation匹

Maternity and parental leave top-up

Semi-annual performance bonuses

Generous vacation entitlement (min 15d

Training and development reimbursement

Extensive health and dental benefits

Healthcare spending account

Job summary

PICTON Investments seeks an Intern for Investment Counsel to gain hands-on experience in wealth management and portfolio administration. You’ll work with Associates to support administrative tasks, client onboarding, account setup, and reporting, while learning from an experienced investment counselling team.

The role emphasizes strong Excel skills, curiosity, and initiative in a fast-paced environment. Competitive hourly base salary is offered with professional development opportunities.

Qualifications

• Currently enrolled in 3rd or 4th year of an undergraduate or graduate program.
• Finance, Economics, Mathematics or related double major preferred.
• Strong interest in wealth management and portfolio administration.
• Advanced Excel: pivot tables, Power Query, complex formulas; macros/VBA a plus.
• Exposure to financial reporting, client data or portfolio concepts (coursework counts).
• Knowledge of AI tools and practical applications (prompt engineering, API integration, automation workflows).
• Detail‑oriented with strong organizational skills and ability to manage priorities.
• Strong written and oral communication skills with a professional client-focused approach.
• Able to show initiative and work both independently and in a team.

Responsibilities

• Work with Associates and Investment Counsellors to support administrative activities and gain exposure to wealth management operations.
• Assist in client onboarding, account setup, documentation coordination, asset transfers, and custodial communications.
• Help prepare client meeting materials, portfolio reports, and ad-hoc analyses for Investment Counsellors.
• Support portfolio administration tasks like reconciling prices, positions and transactions across systems, ensuring accurate records.
• Maintain auditable records to support compliance and regulatory requirements.
• Identify opportunities to improve team workflows and contribute to Excel-based automation initiatives.

Skills

Advanced Excel

Pivot tables

Power Query

Macros/VBA

AI tools

Written & verbal communication

Education

Undergraduate/Graduate student (3rd/4th year)

Tools

Excel automation

Job description

Best Workplaces™ in Canada 2020 - 2025 | Best Workplaces™ with Most Trusted Executive Teams 2024 - 2026 | 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 | Best Workplaces™ for Professional Development 2025 | Best Workplaces™ for Young Talent 2026

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 207 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing $17.5 billion (as of January 31, 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:

• 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 currently looking for someone to join our team as Intern, PICTON Investment Counsel, who is proactive, detail-oriented, and eager to contribute from day one. This role is well suited for someone who is curious, adaptable, and comfortable taking on new challenges while working both independently and alongside an experienced investment counselling team. Strong communication skills and a genuine interest in wealth management and portfolio administration will help you succeed as you gain meaningful, hands‑on exposure across the business.

The expected hourly base salary range for this role is $25.00 to $35.00, with final hourly salary determined based on experience, skills, education, and internal equity.

At PICTON Investments, being employee-owned means we take care of our team. As an intern, you'll be part of a collaborative, entrepreneurial culture where your contributions matter and your development is taken seriously.

You’ll have the opportunity to learn and lead:

• Work closely with Associates and Investment Counsellorsto support a range of administrative activities, gaining broad exposure to how a wealth management platform runs day to day.
• Contribute to client onboarding and account setup processes, including coordination of documentation, asset transfers, and communication with custodial platforms and external partners.
• Assist in the preparation of client meeting materials, portfolio reports, and ad-hoc analyses that support Investment Counsellors in delivering a best‑in‑class client experience.
• Support portfolio administration activities such as reconciling daily prices, positions, and transactions across trading and custodial systems, and help ensure timely and accurate record‑keeping.
• Assist in maintaining accurate and auditable records in support of compliance documentation and regulatory requirements.
• Identify opportunities to improve team workflows and contribute to Excel-based automation initiatives designed to enhance efficiency and streamline existing operational processes.

What were looking for

• Currently enrolled in 3rd or 4th year of an undergraduate or graduate program
• Preferred fields: Finance, Economics, Mathematics, or a combined/double major
• Genuine interest in wealth management and portfolio administration, with an eagerness to learn in a fast-paced environment.
• Advanced Excel (pivot tables, Power Query, complex formulas — macros/VBA is a strong plus)
• Exposure to financial reporting, client data, or portfolio concepts (coursework counts)
• Working knowledge of AI tools and their practical applications (e.g. prompt engineering, API integration, automation workflows)
• Detail-oriented with strong organizational skills and the ability to manage competing priorities effectively.
• Strong written and oral communication skills, with a professional and client‑focused approach.
• Ability to show initiative and composure when navigating tight deadlines, working both independently and as part of a team.

Our Commitment to Employees

At PICTON Investments, we take pride in enhancing our employees' experiences through a comprehensive suite of exceptional perks and programs.

• corporate fitness reimbursement and discounts
• VersaFi memberships (formerly Women in Capital Markets)
• PICTON InvestmentCounseling 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].

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