Job Description
Great Place to Work™ 2020 - 2026 | Best Workplaces™ with Most Trusted Executive Teams 2026, 2026 | Best Workplaces™ in Financial Services & Insurance 2020 - 2026 | Best Workplaces™ for Mental Wellness 2026 - 2026 | Best Workplaces™ for Giving Back 2026, 2026 | Best Workplaces for Inclusion™ 2026 | Best Workplaces™ in Ontario™ 2026
One of Canada’s Most Trusted Investment Brands.
At Picton Investments, being alternative isn’t just what we do—it’s who we are.
Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada’s most trusted investment brands, we are proudly independent—privately run, 100% employee-owned, and deeply committed to delivering results for our clients.
Thinking Differently is in Our DNA.
With a team of 160 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing $14.5 billion for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.
We’re more than investors — we’re innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.
Our success is built on 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.
These aren’t just words—they define how we think, how we invest, and how we work.
Now, we’re entering our next chapter. We’re transforming our brand and reshaping the way the world invests. If you think alternatively, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of what’s next.
Thriving in Our Entrepreneurial Culture
At Picton Investments, you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you’ll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. You’ll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards, performance-based bonuses, and a clear path for career growth, you’ll have everything you need to develop both now and over the longer term.
The Opportunity
At Picton Investments, we believe that success is built on a foundation of purpose, performance, and partnership. We’re looking for a motivated and detail-oriented Trade Operations Associate who takes ownership of their work, thrives in a dynamic environment, and is ready to grow with a firm that dares to do things differently.
As a key member of our operations team, you’ll play an essential role in supporting the timely and accurate execution of trading activities across multiple asset classes. You'll work closely with internal trading teams and external service providers to ensure precision in trade settlement and position integrity
You’ll have the opportunity to learn and lead:
Own the daily asset reconciliation process—review, investigate, and resolve discrepancies to ensure consistency and completeness across internal and external records.
Set up and maintain accurate security data in our trade order management system, demonstrating a commitment to precision and integrity.
Validate and review equity, fixed income, and derivative trade orders, ensuring every trade is reflected accurately through confirmation with brokers.
Coordinate and provide trade settlement instructions to fund administrators, custodians, and prime brokers with discipline and care.
Liaise with key external partners including executing brokers, custodians, and prime brokers, building trusted, collaborative relationships.
Support the proxy voting and class action processes, ensuring client interests are represented and protected.
Contribute to ad hoc projects with a mindset of continuous improvement and performance excellence.
What we’re looking for
Post-secondary education in business, finance, or a related discipline.
1–5 years of relevant experience, ideally within asset management, prime brokerage, or financial services.
A mindset of fearlessness—you question assumptions, challenge the status quo, and embrace change to drive progress.
Strong analytical and problem-solving skills with the ability to manage multiple priorities and meet tight deadlines.
Proficiency with MS Office (Excel, Word) and comfort working in Bloomberg and trade order management systems.
Excellent communication and organizational skills, with a genuine commitment to client service and professional integrity.
A desire to stay current with industry trends and regulatory changes, continually expanding your knowledge base.
A collaborative spirit, eager to win as one team, bringing your unique voice while embracing the diverse perspectives of others.
Our Commitment to Employees
At Picton Investments, we take pride in enhancing our employees' experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), Picton Wealth investment counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top-up, recognition awards, semi-annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.
These offerings are designed to support your career growth, well-being, and overall success. Join us and thrive in an environment that values and invests in you!
Picton Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) +55-4108 or at [email protected]
Picton Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third-party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.
Please note that while we carefully review each application, only those candidates selected for further consideration will be contacted. We wish you all the best in your job search and future endeavors.
One of Canada’s Most Trusted Investment Brands.
At Picton Investments, being alternative isn’t just what we do—it’s who we are.
Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada’s most trusted investment brands, we are proudly independent—privately run, 100% employee-owned, and deeply committed to delivering results for our clients.
Thinking Differently is in Our DNA.
With a team of 160 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing $14.5 billion for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.
We’re more than investors — we’re innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.
Our success is built on 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.
These aren’t just words—they define how we think, how we invest, and how we work.
Now, we’re entering our next chapter. We’re transforming our brand and reshaping the way the world invests. If you think alternatively, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of what’s next.
Thriving in Our Entrepreneurial Culture
At Picton Investments, you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you’ll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. You’ll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards, performance-based bonuses, and a clear path for career growth, you’ll have everything you need to develop both now and over the longer term.
The Opportunity
At Picton Investments, we believe that success is built on a foundation of purpose, performance, and partnership. We’re looking for a motivated and detail-oriented Trade Operations Associate who takes ownership of their work, thrives in a dynamic environment, and is ready to grow with a firm that dares to do things differently.
As a key member of our operations team, you’ll play an essential role in supporting the timely and accurate execution of trading activities across multiple asset classes. You'll work closely with internal trading teams and external service providers to ensure precision in trade settlement and position integrity
You’ll have the opportunity to learn and lead:
Own the daily asset reconciliation process—review, investigate, and resolve discrepancies to ensure consistency and completeness across internal and external records.
Set up and maintain accurate security data in our trade order management system, demonstrating a commitment to precision and integrity.
Validate and review equity, fixed income, and derivative trade orders, ensuring every trade is reflected accurately through confirmation with brokers.
Coordinate and provide trade settlement instructions to fund administrators, custodians, and prime brokers with discipline and care.
Liaise with key external partners including executing brokers, custodians, and prime brokers, building trusted, collaborative relationships.
Support the proxy voting and class action processes, ensuring client interests are represented and protected.
Contribute to ad hoc projects with a mindset of continuous improvement and performance excellence.
What we’re looking for
Post-secondary education in business, finance, or a related discipline.
1–5 years of relevant experience, ideally within asset management, prime brokerage, or financial services.
A mindset of fearlessness—you question assumptions, challenge the status quo, and embrace change to drive progress.
Strong analytical and problem-solving skills with the ability to manage multiple priorities and meet tight deadlines.
Proficiency with MS Office (Excel, Word) and comfort working in Bloomberg and trade order management systems.
Excellent communication and organizational skills, with a genuine commitment to client service and professional integrity.
A desire to stay current with industry trends and regulatory changes, continually expanding your knowledge base.
A collaborative spirit, eager to win as one team, bringing your unique voice while embracing the diverse perspectives of others.
Our Commitment to Employees
At Picton Investments, we take pride in enhancing our employees' experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), Picton Wealth investment counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top-up, recognition awards, semi-annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.
These offerings are designed to support your career growth, well-being, and overall success. Join us and thrive in an environment that values and invests in you!
Picton Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) +55-4108 or at [email protected]
Picton Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third-party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.
Please note that while we carefully review each application, only those candidates selected for further consideration will be contacted. We wish you all the best in your job search and future endeavors.
💡 Quick Summary
Seeking a career-building opportunity? The Trade Operations Associate position is now open for candidates interested in the Helper 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 Helper Jobs is a plus.
