Associate Product Manager

Job summary

The Associate Product Manager supports institutional clients and national accounts by managing data, producing quarterly presentations, and executing due diligence processes. They are also responsible for improving reporting infrastructure and internal systems to enhance client service delivery.

Job details

PICTON Investments is presently seeking a motivated Associate Product Manager to play a pivotal role in stretching our business and achieving our visionary goals of transformational growth. Working closely with various internal stakeholder groups, you will assist in the growth and retention of assets by managing the data and information provided to key head office relationships and institutional clients to strengthen our position as the country's definitive leader in alternative asset management. The expected annual base salary range for this role is $70,000 to $80,000, 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: Institutional Support Responsible for the updating, revising and production of quarterly client presentations requiring mastery of both PowerPoint & Excel. National Accounts Support Work in concert with Product, Marketing and Sales to organize the delivery of value-added services to platform managers, portfolio advisory groups and fund research teams. Respond to ad-hoc requests for information from head office partners. Execute the manager research and due diligence process to maintain existing business and win new partnership opportunities. Creation and curating of internal documents to store relevant fund information. Complete questionnaires for the national account client base Gather information from internal sources to provide timely and accurate responses. Joint Support Evaluate, develop and deploy improvements to the reporting process. Build and manage internal infrastructure and systems to bolster targeted client service delivery models. Promote efficiencies by contributing to the continuous improvement of processes and procedures. What we’re looking for Undergraduate and/or post-secondary degree in a related field. 3+ years of client service experience within financial services with demonstrated experience in response database management and proposal writing preferred. Keen enthusiasm for markets, the fundamentals of investing and an ability to quickly grasp and articulate complex financial topics is critical. An ability to produce high-quality work in a rapidly changing environment with tight deadlines with the skill to prioritize to ensure timely and accurate delivery. Excellent time management, project management, analytical thinking, problem solving, and communication skills. Proficiency in Excel, PowerPoint, Qvidian and other general database management is a strong asset. French verbal and written skills will be valued Any industry-related professional designations, or progress towards one, is considered an asset. Willingness to work variable hours driven by needs of the business.

What you’ll do

The Associate Product Manager supports institutional clients and national accounts by managing data, producing quarterly presentations, and executing due diligence processes. They are also responsible for improving reporting infrastructure and internal systems to enhance client service delivery.

Requirements

Candidates should have an undergraduate or post-secondary degree and at least 3 years of client service experience in financial services. Proficiency in Excel, PowerPoint, and database management is required, along with a strong understanding of investment fundamentals.

Benefits

• Profit Sharing • Health And Wellness Coverage • Life Insurance • Disability Insurance • Paid Time Off • Holidays • Learning And Development Programs • Equity Ownership Program

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Microsoft Excel · Preferred
• Financial analysis · Preferred
• Project management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• PowerPoint
• Excel
• Qvidian
• Database Management
• Proposal Writing
• Client Service
• Project Management
• Analytical Thinking
• Problem Solving
• Communication Skills
• Financial Analysis
• Due Diligence
• Market Analysis
• Time Management
• French Language

Job areas

• Finance & Accounting
• Management & Leadership
• Customer Service & Support
• Data & Analytics