Portfolio Manager (Remote)
PineStone Asset Management Inc.
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:
PineStone Asset Management Inc. is seeking a
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. 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.
Cultivate a robust pipeline of prospective opportunities with institutional investors, converting opportunities into long-term client relationships.
Participate in asset management industry events, including conferences, networking, and social events, etc.
Collaborate seamlessly with other team members to ensure alignment, maintain investment consultant relationships, and deliver exceptional client service.
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.
Bachelor’s degree in finance, economics, or a related discipline
CFA/MBA preferred
Prior experience in asset management or investment consulting required
Ability to work collaboratively, foster collaboration across teams, and remain flexible
Keen to engage in travel as needed
Proven ability to work independently and take ownership of projects from start to finish.
Ability to travel as necessary to perform the role (anticipated travel of 25-50% but maybe more at times)
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