Institutional Portfolio Manager

Based in Montreal, PineStone Asset Management Inc. is a specialist global equity manager formed following the spinout of a highly successful global equity team from a large publicly traded asset manager. PineStone is privately owned and focused exclusively on helping clients achieve their long-term investment objectives by investing in what we believe are the highest-quality companies worldwide. PineStone currently has approximately $84 billion in assets under management and is led by Nadim Rizk, a seasoned portfolio manager with over 25 years of experience.

Visit our website at: www.pinestoneam.com

JOB DESCRIPTION

PineStone Asset Management Inc. is seeking a Toronto-based Institutional Business Development and Relationship Management Professional to join our dynamic and growing team. This is a senior role in the organization with significant potential to make a positive impact on the firm and our clients.

Reporting to the Head of Client Relations, the successful candidate will serve as a key representative for the firm in Canada and will be responsible for building and managing relationships with Institutional Investors with a geographic focus in Ontario and other central and western provinces. It is expected that the individual will join PineStone with a robust network of relationships with institutional allocators in Ontario and other provinces. They will have a demonstrable track record of cultivating relationships and driving new business results.

The successful candidate will also demonstrate a strong working knowledge of capital markets and portfolio management, and the ability to serve as a key representative for the firm’s Investment Team, conducting strategy performance reviews for a wide array of clients, and writing investment commentaries as needed.

This role is a remote position. We anticipate the role will be based in a home office initially, with the possibility of opening a Toronto office in the future.

KEY RESPONSIBILITIES

• Cultivate a robust pipeline of prospective opportunities with institutional investors, converting opportunities into long-term client relationships.
• Understand clients’ objectives, build and maintain the firm’s partnerships, and communicate all strategy and firm-related updates to its clients with a focus on generating “servicing alpha”.
• Participate in asset management industry events, including conferences, networking, and social events, etc.
• Drive initiatives proactively by identifying opportunities to strengthen client relationships and expand the firm’s business.
• Give presentations on the strategies as well as conduct in-depth portfolio reviews for clients.
• Participate in the creation of thought leadership marketing pieces and written quarterly commentaries.
• Collaborate seamlessly with other team members to ensure alignment, maintain investment consultant relationships, and deliver exceptional client service.
• Serve as an important resource for the Client Relations team members in providing insights and guidance on the strategies, competitive landscape, and market environment.
• Review client questionnaires, RFPs, DDQs, and ad-hoc queries from clients and consultants.
• Populate the firm’s CRM to maintain an appropriate record of activities.
• Operate with autonomy in managing priorities, making decisions, and executing strategies with minimal supervision.
• Demonstrate resourcefulness in problem-solving and adapting to evolving client needs and market conditions.

QUALIFICATIONS

• Bachelor’s degree in finance, economics, or a related discipline
• CFA/MBA preferred
• 12+ years of relevant industry experience with demonstrated professional achievement
• Prior experience in asset management or investment consulting required
• Ability to work collaboratively, foster collaboration across teams, and remain flexible
• Exceptional interpersonal skills, communication, and presentation skills are required
• Accuracy and attention to detail with strong analytical acumen
• Keen to engage in travel as needed
• Proven ability to work independently and take ownership of projects from start to finish.
• Comfortable in a dynamic, fast-paced environment requiring adaptability and initiative
• Ability to travel as necessary to perform the role (anticipated travel of 25-50% but maybe more at times)

WHAT WE OFFER

• Competitive compensation and benefits package
• A culture of collaboration and excellence
• A challenging work environment and the unique opportunity to join a growing, employee-owned firm