Investment Strategist

Picton Mahoney; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading investment management firm in Toronto is seeking an Investment Strategist / Client Portfolio Manager to enhance client engagement and communicate investment strategies effectively. This role requires 8-10 years of experience, CFA/CAIA designation, and exceptional analytical and communication skills. You will collaborate with various teams to support the sales process and provide insights that drive investment decisions. Join us to thrive in a dynamic environment with comprehensive employee benefits.

Benefits

Corporate fitness reimbursement

Recognition awards

Training and development reimbursement

Generous annual vacation entitlement

Qualifications

• 8 - 10 years of relevant experience in investment management, preferably in a client-facing role.
• Strong understanding of portfolio construction and hedge fund strategies.
• Outstanding written and verbal communication skills.

Responsibilities

• Present market views and insights to clients and consultants.
• Act as a client-facing proxy for Portfolio Managers.
• Collaborate with Sales and Portfolio Consulting teams to create high-value deal teams.

Skills

Investment management experience

Client-facing strategist skills

Analytical skills

Communication skills

Collaborative mindset

Bilingualism in French

Education

CFA and/or CAIA designation

Tools

Excel

Python

SQL

Job description

Overview

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 171 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing $15.3 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 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 differently, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of what’s next.

The Opportunity

We’re looking for a strategic and client-focused Investment Strategist / Client Portfolio Manager to help elevate how PICTON’s investment strategies are brought to life in the market, through compelling narratives, timely market insights, and meaningful client engagement. If you thrive at the intersection of markets and storytelling, and are energized by connecting portfolio construction with purpose, we’d love to meet you.

Reporting to the Head of Innovation, Portfolio Strategist, you’ll be a key voice of our strategies, providing conviction, clarity, and context to prospects, clients, and consultants. You’ll play a pivotal role in our sales process, partnering closely with Sales and Portfolio Consulting to form high-impact deal teams that deliver an experience not seen at our competitors.

This is a unique opportunity to help shape a differentiated client experience, strengthen our presence, and scale the reach of our Portfolio Management team by delivering the “why now” and “why PICTON” in every conversation. If you’re curious, highly collaborative, and passionate about helping clients make better investment decisions, this could be your next big move.

You’ll have the opportunity to learn and lead :

Strategic Communication & Client Engagement

• Act as a client-facing proxy for Portfolio Managers, supporting client-facing distribution professionals across both institutional and retail channels with compelling insights on strategy philosophy, process, positioning, and performance.
• Present market views and macro narratives that build conviction around “why now” and “why PICTON.”
• Support the final stage of the sales funnel by providing high-conviction messaging tailored to each opportunity.
• Represent PICTON in key markets, serving as a trusted investment expert in meetings with prospects and consultants.

Sales Enablement & Deal Team Leadership

• Collaborate with Sales and Portfolio Consulting teams to create high-value, multi-disciplinary deal teams for top-tier opportunities.
• Triaging sales opportunities based on client needs, whether for data-driven analysis or strategic narrative.
• Provide input to shape tools, collateral, and messaging that empower the sales team to close more qualified opportunities.

Investment Insight & Portfolio Expertise

• Maintain a deep understanding of PICTON’s investment strategies, portfolio construction techniques, and market themes.
• Participate in investment meetings to stay up to date on positioning and performance.
• Translate technical investment insights into digestible, client-ready narratives.
• Assist with ad-hoc requests, RFPs, RFIs, and due diligence efforts by supplying high-quality investment content.

Marketing Collaboration & Thought Leadership

• Work closely with Marketing and Product teams to develop commentaries, thought pieces, and pitch materials that elevate PICTON’s brand and investment expertise.
• Contribute to educational initiatives, events, and other programs that enhance client and consultant understanding of PICTON’s strategies.

What you bring

Deep Investment Knowledge

• You have 8 - 10 years of relevant experience in investment management, preferably in a client-facing strategist or portfolio specialist role.
• You hold a CFA and / or CAIA designation or are on the path toward one.
• You bring a strong understanding of portfolio construction, hedge fund strategies, and public market investing.
• You’re eligible to be registered as an Advising Representative.

Analytical & Technical Strength

• You’re comfortable working with data and using tools like Excel, Python, or SQL to support insights.
• You bring sharp analytical skills and the ability to translate complex ideas into clear, actionable narratives.
• You’re solutions-oriented and able to tailor your thinking to different client types and needs.

Exceptional Communication & Presence

• You have outstanding written and verbal communication skills and know how to adjust your message for consultants, CIOs, or clients.
• You're confident presenting in high-stakes meetings and representing the portfolio’s philosophy, positioning, and performance alongside or on behalf of the investment team.
• You bring a presence that builds trust, inspires confidence, and makes complex ideas feel intuitive.
• Bilingualism in French is an asset.
• Willingness to travel up to 50% across Canada.

Collaborative Mindset

• You’re a team player who thrives in a cross-functional environment, comfortable partnering with Sales, Product, Marketing, and PMs.
• You take initiative, lead with curiosity, and don’t wait to be told where you’re needed, you lean in.
• You’re organized, accountable, and always looking for ways to elevate both the strategy and the client experience.

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. 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.

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