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Picton Mahoney Asset Management

Alternative investment management with hedging strategies

Investment Counsel Intern

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Internship · Winter 2027Toronto, ON, CanadaHybrid

About the Job

Requirements

  • Currently enrolled in the third or fourth year of an undergraduate or graduate program.
  • Have a genuine interest in wealth management and portfolio administration and eagerness to learn.
  • Have advanced Excel skills, including pivot tables, Power Query, and complex formulas; macros or Visual Basic for Applications is a strong plus.
  • Have exposure to financial reporting, client data, or portfolio concepts; coursework counts.
  • Have working knowledge of artificial intelligence tools and practical applications, such as prompt engineering, application programming interface integration, or automation workflows.
  • Be detail-oriented and organized, with the ability to manage competing priorities.
  • Have strong written and oral communication skills and a professional, client-focused approach.
  • Be able to show initiative and composure under tight deadlines and work independently and as part of a team.

Responsibilities

  • Work closely with Associates and Investment Counsellors to support administrative activities and gain exposure to day-to-day wealth management platform operations.
  • Contribute to client onboarding and account setup, including coordinating documentation, asset transfers, and communications with custodial platforms and external partners.
  • Assist in preparing client meeting materials, portfolio reports, and ad hoc analyses for Investment Counsellors.
  • Support portfolio administration by reconciling daily prices, positions, and transactions across trading and custodial systems and helping ensure timely, accurate record-keeping.
  • Assist in maintaining accurate and auditable records supporting compliance documentation and regulatory requirements.
  • Identify opportunities to improve team workflows and contribute to Excel-based automation initiatives to improve efficiency and streamline operational processes.

Desired Qualifications

  • Preferred fields of study are Finance, Economics, Mathematics, or a combined or double major.
  • Macros or Visual Basic for Applications is a strong plus.

About the Company

Picton Mahoney Asset Management

Alternative investment management with hedging strategies

This company provides Canadian investors with access to alternative investment strategies through mutual funds and other investment solutions. It focuses on risk management and diversification by using deep quantitative research, fundamental analysis, and hedging techniques to build portfolios that aim to perform well across different market conditions, especially during downturns. The firm emphasizes a philosophy of building portfolios that can withstand bear markets and deliver more consistent, risk-adjusted returns by reducing correlation with traditional asset classes like stocks and bonds. The goal is to offer sophisticated strategies to advisors, individuals, and institutions through a range of investment products and advisory services.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Canada
Founded
Not listed

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