Coordinator, Revenue Operations

One of Canada’s Most Trusted Investment Brands

At Picton Mahoney Asset Management (PICTON Investments), being alternative isn’t just what we do, it’s who we are.

Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada’s most trusted investment brands, we are proudly independent, privately run, 100% employee-owned, and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA

With a team of 233 bold thinkers, one-third dedicated solely to investment management, we are specialists, not generalists. Managing $19.9 billion (as of September 30, 2026) for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.

We’re more than investors we’re innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

Our Success is Built on Four Guiding Principles

• Treat investors’ money like our own.
• Redefine the way investors invest.
• Be human, always approachable.
• Succeed together, one investment at a time.

The Opportunity

We’re looking for a detail-oriented and data-driven Coordinator, Revenue Operations to join our Revenue Operations team. If you enjoy keeping data clean, working in Salesforce, and turning CRM information into insights the sales teams can act on, this is a great opportunity to build your career in a collaborative and fast-paced environment.

Reporting to the Director, Revenue Operations, this full-time, permanent role will support the day-to-day administration of our Salesforce CRM, including data maintenance, sales reporting, and CASL consent management. You’ll partner cross-departmentally to keep PICTON Investments’ client and prospect data accurate, compliant, and aligned with business goals, and provide occasional administrative support to the Sales Support and Marketing teams. If you’re a proactive doer with a passion for data and process improvement, we’d love to meet you!

The expected annual base salary range for this role is $55,000 to $60,000, with final base salary determined based on experience, skills, education, and internal equity.

At PICTON Investments, being employee-owned means we take care of our team and offer opportunities for top performers to participate in our equity ownership program over time. Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more, many of which are fully covered or subsidized by us.

You’ll Have the Opportunity to Learn and Lead

• Perform data entry and administration within Salesforce, supporting initiatives related to marketing insights, client information, and sales activities.
• Build and maintain standard Salesforce reports and dashboards for the sales teams, and prepare clean, validated data to support Revenue Operations’ executive and KPI reporting.
• Ensure CASL compliance by maintaining and updating consents as required.
• Monitor data quality, resolve inconsistencies, and escalate data model or reporting logic issues to CRM Engineering and senior team members.
• Support CRM user requests, including troubleshooting and access management.
• Document processes and maintain data standards.
• Provide occasional administrative support to Sales Support and Marketing.

What We’re Looking For

• Undergraduate degree in business, finance, information systems, or a related discipline.
• 1–2 years of experience in an administrative, operations, or data support role, preferably in financial services.
• Intermediate to advanced Excel skills.
• Experience with Salesforce reporting is an asset.
• Strong written and verbal communication skills.
• Strong organizational and prioritization skills, with exceptional attention to detail.
• Ability to work independently and collaboratively in a team environment.

Our Commitment to Employees

At PICTON Investments, we take pride in enhancing our employees’ experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), PICTON Investment Counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top-up, recognition awards, semi-annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.

These offerings are designed to support your career growth, well-being, and overall success. Join us and thrive in an environment that values and invests in you!

Tagged as: Data Analysis, Excel, Salesforce