Product Owner - Investment Platform

Picton Mahoney; Toronto; On-site; CAD 100,000 - 140,000; Full time

Job summary

A leading investment firm in Toronto is looking for a seasoned Product Manager/Owner to improve their investment management platform. In this highly collaborative role, you will bridge business needs and technology solutions, enhance systems like CRIMS, and mentor staff. Candidates should have over 15 years of relevant experience and a strong grasp of investment technologies. The firm offers excellent benefits, a dynamic work environment, and opportunities for career growth.

Benefits

Corporate fitness reimbursement

Volunteer and charitable donation matching

Maternity and parental leave top-up

Semi-annual performance bonuses

Extensive health and dental benefits

Qualifications

• 15+ years in financial services, investment/wealth management, or capital markets technology.
• Hands-on with Charles River IMS implementations and upgrades.
• Deep understanding of asset classes and trading.

Responsibilities

• Bridge business needs with technology solutions across investment management platform.
• Collaborate with teams to analyze workflows and drive enhancements.
• Mentor colleagues and share expertise across practice communities.

Skills

Exceptional communication skills

Strong problem-solving ability

Analytical mindset

Education

Bachelor’s degree

MBA/MS in Computer Science, Information Systems or related field

Tools

Charles River IMS (CRIMS)

Bloomberg DL

Snowflake

PowerBI

MS Excel

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 Alternatively is in Our DNA.

With a team of 171 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing $15.9 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 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.

The Opportunity

Picton Investments is seeking a seasoned Product Manager/ Owner- Investment Platform to bridge business needs with technology solutions across our investment management platform. In this role, you will partner with front- and middle-office teams to analyze workflows and data flows, primarily around Securities Master File (SMF) and Investment Book of Record (IBOR) data, and drive enhancements across Charles River IMS (CRIMS), Bloomberg DL, Snowflake ODS, and other trading and market data systems. You’ll be responsible for translating complex business requirements into functional solutions, improving CRIMS user experience through custom reports, integrations, and workflow optimizations, and ensuring systems continue to meet evolving business needs. This is a highly collaborative role where you will work closely with investment professionals, technology teams, and external vendors to deliver solutions that enable efficiency, accuracy, and better decision-making.

You’ll Have the Opportunity to Learn and Lead

• Collaborate with traders, portfolio managers, operations, compliance, and external vendors (CRD, Bloomberg, State Street, etc.) to configure workflows that minimize pain points while retaining necessary controls.
• Translate business workflows and data needs into functional specifications and ensure timely delivery of technology solutions.
• Partner with developers, QA teams, and business application support to ensure integrations (SOD/SMF/IBOR/Benchmark data) are accurate and timely.
• Act as a CRIMS Subject Matter Expert (SME), occasionally providing Level 2 support and consulting to business users.
• Identify and analyze emerging trends, data patterns, and issues to guide strategic decision-making.
• Mentor colleagues, share expertise across practice communities, and help build analytical capability within the organization.
• Stay ahead of evolving technologies in investment systems, analytics, reporting, and data visualization.
• Contribute to business cases and project funding requests by clearly defining scope, risks, and benefits.
• Lead structured requirements gathering, stakeholder walkthroughs, and validation sessions to ensure solutions meet expectations.
• Play a critical role in shaping the investment data and system landscape by recommending and implementing innovative approaches.

What We’re Looking For

• Experience: 15+ years in financial services, investment/wealth management, or capital markets technology.
• Education: Bachelor’s degree required (MBA/MS in Computer Science, Information Systems, Finance, Data Analytics, or related field preferred).
• Domain Knowledge:
  • Deep understanding of asset classes, securities, portfolio management, trading, compliance, and performance reporting.
  • Expertise in trade life cycles, mutual funds, ETFs, derivatives, and structured products.
  • Strong grasp of SMF, IBOR, portfolio accounting, and investment risk data attributes.

• Systems Expertise:
  • Hands-on with Charles River IMS (CRIMS) implementations, upgrades, and workflows (entitlements, rebalancing, compliance, benchmarking, IBOR, collateral, etc.).
  • Proficiency with Bloomberg DL, PORT, RIMES, Refinitiv, FactSet, Markit EDM, State Street DataGX/Alpha, BARRA risk analytics.
  • Familiarity with Snowflake, SQL, PowerBI, MS Excel/Visio, and data visualization/reporting tools.

• Technical Skills:
  • Knowledge of SDLC, Agile/Scrum/Waterfall methodologies.
  • Jira, Confluence, relational databases, advanced data analysis techniques.
  • Strong documentation, requirements analysis, and process modeling skills.

• Soft Skills:
  • Exceptional communication and influence skills.
  • Strong problem-solving ability and analytical mindset.
  • Ability to work independently while managing complex stakeholder needs.
  • Leadership in mentoring, knowledge sharing, and fostering collaboration.

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 [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.