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About the Role
This internship offers hands-on exposure to wealth management and portfolio administration within a collaborative, entrepreneurial culture. You will support administrative activities, client onboarding, and portfolio administration, contributing to team workflows and automation initiatives.
Responsibilities
- Work closely with Associates and Investment Counsellors to support a range of administrative activities.
- Contribute to client onboarding and account setup processes, including coordination of documentation, asset transfers, and communication with custodial platforms and external partners.
- Assist in the preparation of client meeting materials, portfolio reports, and ad-hoc analyses.
- Support portfolio administration activities such as reconciling daily prices, positions, and transactions.
- Assist in maintaining accurate and auditable records in support of compliance documentation and regulatory requirements.
- Identify opportunities to improve team workflows and contribute to Excel-based automation initiatives.
Requirements
- Currently enrolled in 3rd or 4th year of an undergraduate or graduate program.
- Genuine interest in wealth management and portfolio administration.
- Eagerness to learn in a fast-paced environment.
- Detail-oriented with strong organizational skills.
- Ability to manage competing priorities effectively.
- Strong written and oral communication skills.
- Professional and client-focused approach.
- Ability to show initiative and composure when navigating tight deadlines.
- Ability to work both independently and as part of a team.
Skills
- Advanced Excel (pivot tables, Power Query, complex formulas)
- Macros/VBA (strong plus)
- Exposure to financial reporting, client data, or portfolio concepts (coursework counts)
- Working knowledge of AI tools and their practical applications (e.g. prompt engineering, API integration, automation workflows)
Location
- Canada
Work Type
- Internship
- Full-time
Experience Level
- Intern
Education Level
- Undergraduate or graduate program (3rd or 4th year enrollment)
- Finance
- Economics
- Mathematics
Salary/Compensations
- $25.00 to $35.00 per hour
Benefits
- Corporate fitness reimbursement and discounts
- VersaFi memberships
- PICTON Investment Counseling and portfolio management services
- Volunteer and charitable donation matching
- Maternity and parental leave top-up
- Recognition awards
- Semi-annual performance bonuses
- Generous annual vacation entitlement (minimum of 15 days per year)
- Training and development reimbursement
- Extensive health and dental benefits
- Healthcare spending account
About the Company
- Picton Mahoney Asset Management (PICTON Investments) is a privately run, 100% employee-owned, independent investment firm.
- Founded by industry pioneer David Picton, the firm has 20 years of experience challenging conventional wisdom and redefining the investing landscape.
- Manages $17.5 billion for institutional and retail clients.
- Driven by four guiding principles: Treat investors’ money like our own; Redefine the way investors invest; Be human—always approachable; Succeed together, one investment at a time.
- Committed to bringing greater certainty to investors through innovation and a forward-thinking approach.
Equal Opportunity
- PICTON Investments is committed to providing an equitable and fair work environment for everyone.
- Hiring and personnel actions are taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin.
- Welcomes applications from candidates with diverse experiences globally.
- Canadian experience is not required.
- Accommodation is available throughout the application and hiring process.