Associate, Business Development (Institutional)

Best Workplaces™ in Canada 2022 - 2026 | Best Workplaces™ with Most Trusted Executive Teams 2024 - 2026 | Best Workplaces™ in Financial Services & Insurance 2022 - 2026 | Best Workplaces™ for Mental Wellness 2023 - 2026 | Best Workplaces™ for Giving Back 2022 & 2024 | Best Workplaces™ for Inclusion 2021, 2024, 2026 | Best Workplaces™ for Women 2021 | Best Workplaces™ in Ontario™ 2024 - 2025 | 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 241 bold thinkers, one-third dedicated solely to investment management, we are specialists, not generalists. Managing $19.3 billion (as of June 30th, 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 are seeking a motivated and highly organized Associate, Business Development (Institutional) to support both our business development and institutional client service functions. This is an entry-level role with a clear path to a broader capital-raising or client service capacity, suited to someone who thrives in a fast-paced financial services environment and excels at keeping complex moving parts running smoothly. You will work directly with senior business development and client service professionals, helping to manage internal processes, and supporting investor outreach, ongoing client servicing, CRM management, and marketing materials. This role presents a path to a business development or institutional client service role for the right candidate. The expected annual base salary range for this role is $65,000 to $70,000, with final base salary determined based on experience, skills, education, and internal equity. In addition to base salary, this role is eligible for variable compensation, At PICTON Investments, being employee-owned means we take care of our team and offer opportunities for top performers to participate in our equity ownership program over time. Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more, many of which are fully covered or subsidized by us. You’ll have the opportunity to learn and lead: Coordination & Scheduling Manage calendars and serve as the primary scheduling contact for investor meetings, roadshows, and BD reviews across time zones Prepare agendas, briefing materials, and follow-up recaps; track action items across investor touchpoints Conference Management Own end-to-end conference coordination: registration, logistics, on-site scheduling, speaker submissions, panel participation, and booth arrangements Identify and prioritize relevant conferences and events aligned with BD strategy; manage pre- and post-conference investor meeting scheduling and log outcomes in the CRM Budget Management Track the BD budget across conference fees, travel, marketing, and events; maintain spend trackers, report regularly to leadership, and flag variances Investor Relations Support Draft and distribute investor communications, newsletters, and fund updates; support new investor onboarding and manage ongoing communications Coordinate RFP, DDQ, and ODD responses across investment, operations, compliance, and legal; maintain and update investor data rooms Client Service & Reporting Respond to recurring and ad hoc client requests (performance, attribution, exposure, capital activity) and coordinate deliverables — quarterly reports, capital statements, and custom reporting — against client deadlines Support capital activity (subscriptions, redemptions, transfers), document management, audit confirmations, and compliance requests; maintain structured records of client interactions CRM & Pipeline Management Own day-to-day CRM hygiene, logging interactions, updating contacts, tracking pipeline stages and generate regular activity reports for leadership; identify process improvements to enhance data integrity Sales & Business Development Support Assist with prospecting, pitch deck preparation, and marketing collateral; execute campaigns and liaise with marketing to ensure content and visuals meet firm standards What we’re looking for 1-3 years of experience in financial services, asset management, or professional services; prior exposure to investor relations, fundraising, or institutional sales workflows is an asset Exceptional organizational skills and attention to detail Proficiency with CRM platforms (Salesforce or equivalent) High proficiency with Microsoft Office Suite (PowerPoint, Excel, Outlook) Experience with budget tracking, expense management, or vendor coordination Ability to handle confidential information with discretion Comfort producing accurate, client-facing data and coordinating with operations and middle office Interest in sales, client engagement, and business development, with familiarity with hedge fund or alternative investment strategies preferred Strong written and verbal communication skills; ability to work collaboratively across functions Bachelor's degree in Finance, Economics, Business, or a related field; progress toward or completion of the CFA or CAIA designation is an asset French language proficiency is considered an asset 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. 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 (416) 955-4108 or at [email protected]. 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. 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.

Support business development and institutional client service functions through CRM management, investor outreach, and marketing collateral preparation. Coordinate conference logistics, manage BD budgets, and handle client reporting and capital activity requests.

Requires 1-3 years of experience in financial services or asset management and a bachelor's degree in Finance, Economics, or Business. Proficiency in CRM platforms and Microsoft Office is essential, with CFA or CAIA designations and French language skills considered assets.

• Profit Sharing • Health and Wellness Coverage • Life Insurance • Disability Insurance • Paid Time Off • Holidays • Learning and Development Programs • Corporate Fitness Reimbursement • VersaFi Memberships • Investment Counseling • Portfolio Management Services • Volunteer and Charitable Donation Matching • Maternity and Parental Leave Top-up • Performance Bonuses • Healthcare Spending Account

• Gestion de projetSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• CRM Management
• Investor Relations
• Budget Tracking
• Client Servicing
• Microsoft Office Suite
• PowerPoint
• Excel
• Financial Analysis
• Business Development
• Project Coordination
• Written Communication
• Verbal Communication
• Prospecting
• Pitch Deck Preparation
• RFP Coordination
• Alternative Investments
• Budget Management
• Institutional Sales
• Document Management
• Middle Office
• Workflow Management
• Organizational Skills
• Sales Prospecting
• Time Off Management
• Newsletters
• Learning and Development Programs and Policies
• Resilience
• Pitch Deck
• Conference Management
• Marketing Materials
• Microsoft Excel
• Artificial Intelligence
• Alternative Investment Strategies
• Asset Management
• Auditing
• Customer Relationship Management
• Management
• Chartered Alternative Investment Analyst
• Investments
• Capital Markets
• Chartered Financial Analyst
• Communication
• Abstract Management
• Fundraising
• Training And Development
• Data Integrity
• Discounts And Allowances
• Economics
• Finance
• Equities

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative
• Management & Leadership
• Associate Business Development Manager
• Business Development Specialist
• Commercial Sales Representatives
• Market Research Analysts and Marketing Specialists

Formation minimale

Baccalauréat

Expérience minimale

2+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine