As we continue to transform how the world invests, we’re looking for bold thinkers and high performers to join our growing team. We are currently seeking an Associate Specialist, Dealer and Investor Services (Bilingual) to play a key role within our Operations team. This individual will collaborate closely with Compliance and Sales, bringing cross‑functional insight and enthusiastic execution to the role. The expected annual base salary for this role is $60,000 - 65,000, with the final number depending on your experience, skills, and education. On top of that, you’ll be eligible for our discretionary bonus program. 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. Responsibilities Support our Sales team in both French and English by responding to advisor inquiries, due diligence questionnaires, and various external communications. Build trusted partnerships with external service providers, ensuring smooth information flow and alignment with our service values. Collaborate on updates to our investment product suite, managing and executing on workflow management. Provide operational support, including cash flow reconciliation, across our full range of investment products, ensuring efficient and compliant processing. Investigate and resolve investor inquiries in both French and English, always prioritizing clear, authentic communication and client needs. Assist in periodic regulatory filings with accuracy, meeting multiple deadlines with professionalism. Engage in industry research, and competitor analysis to drive innovation and performance. Assist with the process for collection, verification, and accuracy of investor subscription documentation, treating every detail with care and discipline. Qualifications Undergraduate degree in business or a relevant field of study. Completion of the Canadian Securities Course (CSC). Bilingualism in both English and French is required. 1+ years of related experience, ideally in mutual fund trade processing or advisor/sales support. Working knowledge of hedge fund and mutual fund operations and administrative functions. Familiarity with ETFs and platform‑traded funds is considered an asset. Proficiency with FundSERV, Unitrax, or other trade processing systems is an asset. Advanced Microsoft Excel skills. Understanding of KYC/AML, FATCA, and applicable industry regulations. Collaborative mindset with the ambition to build strong cross‑departmental relationships. Proactive work ethic with strong problem‑solving skills and an honest approach to ownership. Clear and effective communicator—both written and verbal. Highly professional, organized, and flexible, with unwavering integrity. Ability to thrive under pressure without compromising on detail or quality. Working knowledge of AI tools and concepts. Benefits 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. Commitment to Equality and Accommodations PICTON Investments is committed to providing an equitable and fair work environment for everyone. 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 or 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, aligning candidate profiles with job requirements, and initial resume screening. All decisions are made by our hiring team. #J-18808-Ljbffr
Associate Specialist, Dealer And Investor Services (Bilingual)
PICTON MAHONEY
toronto, toronto
Published 19 days ago
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