Head of Client Service & Operations
About the role
PCJ Investment Counsel Ltd. Toronto, ON We are looking for a Head of Client Service & Operations to join PCJ Investment Counsel Ltd. (“PCJ”). Founded in 1996, PCJ is an independent privately owned investment manager focused on large and small cap Canadian equities and alternative investments including equity market neutral and long/short strategies. With approximately $1 billion in total assets under management, the firm has a deep and stable portfolio management team focused on identifying and exploiting unique investment opportunities and constructing portfolios with attractive risk return characteristics.
What You Will Do
- Client Servicing: Main point of contact for client service including preparation and presentation of materials for existing and prospective clients. Marketing and sales support including managing Request for Proposal (RFP) response database, drafting new content and working with internal stakeholders as needed
- Operations & Trading: Manage operational and trading requirements including trade allocations, execution, settlement, cash management and portfolio rebalancing. Generate regular and ad-hoc reports to assist the portfolio management team
- Compliance - provide support to the Chief Compliance Officer with various regular and ad-hoc compliance projects and regulatory filings; manage operational risk and implement improvements where possible.
What You Bring
- Motivated, organized, flexible, positive individual with exceptional attention to detail
- 5+ years of related experience
- Undergraduate degree in Business, Accounting or Finance preferred
- Strong verbal and written communication skills
- Able to work independently and within a team
- Proven ability to think logically and problem solve effectively
- Demonstrated ability to work efficiently under pressure while maintaining strict deadlines
- Ability to multi-task in fast paced environment
- Ability to manage projects with differing timelines and competing priorities
About PCJ Investment Counsel & Connor, Clark & Lunn Financial Group Founded in 1996, PCJ Investment Counsel Ltd. (PCJ) is an independent privately owned investment manager focused on large and small cap Canadian equities and alternative investments including equity market neutral and long/short strategies. With approximately $1 billion in total assets under management, the firm has a deep and stable portfolio management team focused on identifying and exploiting unique investment opportunities and constructing portfolios with attractive risk return characteristics. PCJ is an affiliate of the Connor, Clark & Lunn Financial Group Ltd. (“CCLFG”), a multi-boutique investment manager that provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors. CC&LFG partners with each of its affiliates by contributing world class operations, product development expertise, broad distribution, and business management. Today, CCLFG and its affiliates, including PCJ, collectively manage over $155 billion in assets. As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining and motivating the most talented people
For a closer look at how you can build your career with us, we invite you to explore Career opportunities - CC&L Financial Group Ltd.
CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
To apply for this position, please submit your resume and cover letter as one PDF.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted. Apply for this Position
About PCJ Investment Counsel Ltd.
Formed in 1996, PCJ Investment Counsel Ltd. provides discretionary investment management of Canadian equity securities and long/short market neutral strategies to pension plan sponsors, corporations and mutual funds. PCJ’s distinctive growth-oriented approach enables clients to offset other investment styles, thereby reducing overall risk in their portfolios.
At PCJ, our investment philosophy is grounded in the belief that:
• Market inefficiencies provide opportunities to add value • Earnings growth ultimately drives stock prices • Catalysts for organic growth are best identified through independent fundamental research
PCJ builds concentrated portfolios that combine thoughtful security selection with a prudent focus on risk management to create the best environment from which to generate value for clients over the long term.
PCJ is part of Connor, Clark & Lunn Financial Group.
Connor, Clark & Lunn Financial Group (CC&L Financial Group) is a multi-boutique asset management firm that provides a broad range of distinct and independently managed investment solutions. One of the largest independently owned asset managers in Canada, CC&L Financial Group focuses on creating the conditions for success for our clients, partners and employees.
Head of Client Service & Operations
About the role
PCJ Investment Counsel Ltd. Toronto, ON We are looking for a Head of Client Service & Operations to join PCJ Investment Counsel Ltd. (“PCJ”). Founded in 1996, PCJ is an independent privately owned investment manager focused on large and small cap Canadian equities and alternative investments including equity market neutral and long/short strategies. With approximately $1 billion in total assets under management, the firm has a deep and stable portfolio management team focused on identifying and exploiting unique investment opportunities and constructing portfolios with attractive risk return characteristics.
What You Will Do
- Client Servicing: Main point of contact for client service including preparation and presentation of materials for existing and prospective clients. Marketing and sales support including managing Request for Proposal (RFP) response database, drafting new content and working with internal stakeholders as needed
- Operations & Trading: Manage operational and trading requirements including trade allocations, execution, settlement, cash management and portfolio rebalancing. Generate regular and ad-hoc reports to assist the portfolio management team
- Compliance - provide support to the Chief Compliance Officer with various regular and ad-hoc compliance projects and regulatory filings; manage operational risk and implement improvements where possible.
What You Bring
- Motivated, organized, flexible, positive individual with exceptional attention to detail
- 5+ years of related experience
- Undergraduate degree in Business, Accounting or Finance preferred
- Strong verbal and written communication skills
- Able to work independently and within a team
- Proven ability to think logically and problem solve effectively
- Demonstrated ability to work efficiently under pressure while maintaining strict deadlines
- Ability to multi-task in fast paced environment
- Ability to manage projects with differing timelines and competing priorities
About PCJ Investment Counsel & Connor, Clark & Lunn Financial Group Founded in 1996, PCJ Investment Counsel Ltd. (PCJ) is an independent privately owned investment manager focused on large and small cap Canadian equities and alternative investments including equity market neutral and long/short strategies. With approximately $1 billion in total assets under management, the firm has a deep and stable portfolio management team focused on identifying and exploiting unique investment opportunities and constructing portfolios with attractive risk return characteristics. PCJ is an affiliate of the Connor, Clark & Lunn Financial Group Ltd. (“CCLFG”), a multi-boutique investment manager that provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors. CC&LFG partners with each of its affiliates by contributing world class operations, product development expertise, broad distribution, and business management. Today, CCLFG and its affiliates, including PCJ, collectively manage over $155 billion in assets. As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining and motivating the most talented people
For a closer look at how you can build your career with us, we invite you to explore Career opportunities - CC&L Financial Group Ltd.
CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
To apply for this position, please submit your resume and cover letter as one PDF.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted. Apply for this Position
About PCJ Investment Counsel Ltd.
Formed in 1996, PCJ Investment Counsel Ltd. provides discretionary investment management of Canadian equity securities and long/short market neutral strategies to pension plan sponsors, corporations and mutual funds. PCJ’s distinctive growth-oriented approach enables clients to offset other investment styles, thereby reducing overall risk in their portfolios.
At PCJ, our investment philosophy is grounded in the belief that:
• Market inefficiencies provide opportunities to add value • Earnings growth ultimately drives stock prices • Catalysts for organic growth are best identified through independent fundamental research
PCJ builds concentrated portfolios that combine thoughtful security selection with a prudent focus on risk management to create the best environment from which to generate value for clients over the long term.
PCJ is part of Connor, Clark & Lunn Financial Group.
Connor, Clark & Lunn Financial Group (CC&L Financial Group) is a multi-boutique asset management firm that provides a broad range of distinct and independently managed investment solutions. One of the largest independently owned asset managers in Canada, CC&L Financial Group focuses on creating the conditions for success for our clients, partners and employees.