GESTION D'ACTIFS PINESTONE INC. Basée à Montréal, Gestion d’actifs PineStone Inc., est un gestionnaire d’actifs spécialisé en actions mondiales fondé en 2021. PineStone se consacre exclusivement à aider ses clients à atteindre leurs objectifs financiers en investissant dans ce que nous pensons être les entreprises de la plus haute qualité au monde. PineStone détient environ C$84 milliards de dollars d’actifs sous gestion et est dirigée par Nadim Rizk, un gestionnaire de portefeuille chevronné avec plus de 25 ans d’expérience. Visitez notre site web: www.pinestoneam.com • Notre mission: Créer une valeur exceptionnelle pour nos clients et leurs bénéficiaires pour de nombreuses années. • Notre vision: Devenir la référence incontournable dans le domaine de la recherche fondamentale, de la construction de portefeuille et des placements de croissance de qualité à long terme. • Nos valeurs: Nous favorisons une culture axée sur l’engagement, l’intégrité, le dynamisme, la rigueur et la patience. DESCRIPTION DE POSTE Le ou la Réceptionniste et Adjoint(e) administratif(ve) est le premier point de contact pour les visiteurs, les clients et les employés. Cette personne assure l’accueil à la réception et offre un soutien administratif afin d’assurer le bon fonctionnement quotidien du bureau dans un environnement professionnel et accueillant. Il s’agit d’un poste entièrement en présentiel, avec un horaire fixe du lundi au vendredi, de 8 h à 17 h. RESPONSABILITÉS PRINCIPALES • Accueillir les visiteurs et prévenir les membres de l'équipe de leur arrivée • Coordonner la distribution de toute correspondance • Répondre aux appels entrants et transférer les appels si nécessaire • Gérer les courriels en liaison avec le représentant des équipes principales pour résoudre les questions en temps opportun • Effectuer les commandes de fournitures de bureau et gérer l’inventaire • Gérer les salles de conférence et veiller à ce que toutes les réunions avec les clients soient organisées de manière professionnelle • Assister à la planification des évènements • Réserver les voyages et préparer les rapports de dépenses • Rédiger, mettre en page et mettre à jour des documents • Supporter le chef des relations clients et le chef des opérations avec les tâches administratives • Participer à d’autres tâches administratives connexes EXIGENCES • Minimum 2 ans d'expérience pertinente • Solide connaissance de la suite Microsoft (Outlook, Word, Excel et Power Point) • Un souci exceptionnel du détail • Capacité à résoudre des problèmes • Solides compétences organisationnelles et capacité à effectuer plusieurs tâches à la fois • Bilingue (Français, Anglais) CE QUE NOUS OFFRONS • Une culture de collaboration et d’excellence • Rémunération et avantages sociaux compétitifs • Défi stimulant et opportunité unique de joindre une entreprise entrepreneuriale en pleine croissance *L’utilisation du masculin a pour unique but d’alléger le texte et désigne autant les femmes que les hommes. _________________________ PINESTONE ASSET MANAGEMENT INC. 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 • Our vision: To be the gold standard for fundamental research, portfolio construction and long-term quality growth investing • Our mission: To create extraordinary value for our clients and their beneficiaries over many years • Our values: We foster a culture of commitment, integrity, drive, diligence and patience JOB DESCRIPTION The Receptionist / Administrative Assistant is the first point of contact for visitors, clients, and employees. This role provides front‑desk coverage and administrative support to ensure smooth day‑to‑day office operations while maintaining a professional and welcoming environment. This is a fully on‑site position with a fixed schedule from Monday to Friday, 8:00 a.m. to 5:00 p.m. KEY RESPONSIBILITIES • Greet visitors and notify team members of their arrival • Coordinate the distribution of all correspondence • Answer incoming calls and forward calls as needed • Manage emails to shared mailboxes - liaising with the representative of the main teams to resolve issues in a timely manner • Order office supplies and manage inventory • Manage conference room facilities and ensure that all meetings with clients are professionally arranged • Assist in the planning of events • Book travel and prepare expense reports • Draft, format and update documents • Support the head of Client relations and COO with their administrative tasks • Participate in other related administrative duties REQUIREMENTS • Minimum 2 years of relevant experience • Strong knowledge of the Microsoft suite (Outlook, Word, Excel and Power Point) • Exceptional attention to detail • Ability to solve problems • Strong organizational skills and ability to multitask • Bilingual (French, English) 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 firm
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
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