Elevate your career as a Portfolio Administration Associate with PICTON Investments, focusing on investment operations and client service in Toronto or Vancouver. Ideal for detail-oriented individuals in the financial sector. In this role, you will support the day-to-day operations of Investment Counselors, assisting with client onboarding and portfolio administration processes.
The position involves ensuring timely trade execution and resolving client inquiries with urgency. A candidate with a proactive mindset and robust analytical skills will thrive here. Key Responsibilities:
- Oversee end-to-end client onboarding and documentation
- Support daily trading and account activities accurately
- Maintain detailed records of transactions and reconciliations
- Monitor portfolio allocations and ensure compliance standards
- Collaborate effectively with team members and clients Requirements:
- University degree in Finance or Economics
- 2+ years of investment management experience
- Advanced skills in Excel; familiarity with VBA preferred
- Strong organizational skills and attention to detail
- Effective communicator with a service-driven attitude Contribute to outstanding client service and operational excellence at PICTON Investments.
📌 Portfolio Administration Associate at PICTON Investments (Toronto)
🏢 Picton Mahoney
📍 Toronto
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