Job Title

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 firms 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. Note: Anticipated Post Registration Title is Institutional Portfolio Manager 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 firms 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 firms 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 firms 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 Bachelors 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 #J-18808-Ljbffr