Teams at PICTON Investments

Lead corporate development and M&A strategy including financial modeling, due diligence, target coverage, cross-functional coordination, and capital allocation analysis to support firm growth and reporting.

Support investment counsellors with client onboarding, account setup, meeting materials, portfolio reports, and reconciliations. Maintain compliance-ready records, assist daily portfolio administration, and help automate workflows and Excel processes to improve team efficiency.

Support institutional and national account relationships by producing client presentations, responding to information requests, completing questionnaires, and managing fund data. Execute manager research and due diligence, curate internal fund documents, improve reporting processes, and build internal systems that strengthen client service delivery. Collaborate with Product, Marketing, and Sales while supporting asset growth, retention, operational efficiency, and timely responses to clients and partners.