PBY Capital was founded in 2020 to serve the specific needs of family offices, institutional clients, and other sophisticated investors. We provide access to a select set of investment strategies and offer ongoing service and support to families and investment professionals. Our first partner manager is corporate credit specialist Canso Investment Counsel, distinguished for its disciplined investment approach and consistent performance.
We’re looking for a motivated, diligent and conscientious individual to join our firm as we continue to grow. We believe in teamwork, horizontal leadership-hierarchy, taking ownership, and rewarding individuals based on their contribution to the success of the firm.
The ideal candidate will be an autonomous individual who is a self-starter with a strong client servicing orientation and the ability to work collaboratively with the entire team. This new role will report to the Vice-President with an expected annual compensation range of $90,000–$120,000, commensurate with experience and qualifications.
Key Responsibilities
- Lead client onboarding, KYC/documentation, account setup, and ongoing operational support in collaboration with compliance.
- Manage RFP/DDQ responses and coordinate across internal teams.
- Support client account analysis, fund performance reviews, and reporting.
- Deliver responsive, high-quality service and act as a trusted client resource.
- Prepare client communications, presentations, and portfolio insights using internal data and investment team input.
- Collaborate with portfolio managers on strategy updates and client materials.
- Support marketing initiatives, including content creation, website updates, and campaigns.
- Conduct market and competitive research to identify trends and opportunities.
- Maintain CRM data, reporting, and client outreach lists.
Client Relationship Management Accountabilities
- Build and maintain long-term relationships with institutional clients (e.g., family offices, foundations, endowments).
- Develop relationships with investment consultants and promote PBY strategies.
- Confidently present investment philosophy, process, and performance in various settings.
- Represent the firm at industry events and with clients across Ontario and Western Canada.
Qualifications & Experience
- 5–10 years in investment management, relationship management, or business development in Canada.
- Strong organizational skills and ability to manage competing priorities in a fast-paced environment.
- Client-focused, detail-oriented, and team-driven.
- Solid knowledge of capital markets, investment strategies, and institutional investor decision-making.
- Experience with multi-asset and fixed-income strategies is an asset.
- Registration with OSC (or equivalent) or eligibility required.
- CFA or CIM designation preferred.
- University graduate preferred.
If you are interested in applying for this position, please submit your resume and cover letter, please apply at: https://pbycapitalcareers.applytojobs.ca/client service/47768
We are committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process. If you require accommodation or special assistance, please send an email with your request to [email protected]. Your information will be treated as confidential.
Pay: $90,000.00-$120,000.00 per year
Work Location: Hybrid remote in Toronto, ON M4N 3N1
