Job Description
Location
130 King St W, Toronto, ON M5X 1C8
Full job description
Head of Client Service & Operations
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
3+ 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, ****** 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.
130 King St W, Toronto, ON M5X 1C8
Full job description
Head of Client Service & Operations
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
3+ 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, ****** 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.
💡 Quick Summary
Seeking a career-building opportunity? The Head of Client Service & Operations position is now open for candidates interested in the Operations Executive Jobs sector. This role in Toronto offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
