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 strong 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
• Solid organizational skills and attention to detail
• Effective communicator with a service-driven attitude
Contribute to outstanding client service and operational excellence at PICTON Investments.
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