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PineStone Asset Management Inc. | Analyst, Client Relations | Analyste, Relations Clients

1 month ago


montréal, Canada PineStone Asset Management Inc. Full time

Title: Analyst, Client Relations Location: Montreal, Quebec Position Type: Permanent, Full Time PINESTONE ASSET MANAGEMENT INC.Based in Montreal, PineStone Asset Management Inc. is a specialist global equity manager founded in 2021. PineStone is focused exclusively on helping clients achieve their financial goals by investing in what we believe to be the highest-quality companies worldwide. Visit our website at: 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 DESCRIPTIONPineStone is looking for a Client Relations Analyst to join our dynamic and growing team. Reporting to the Manager, Client Relations, the successful candidate will be responsible for the quality of Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs). Key responsibilities will include: Manage RFPs, RFIs, and DDQs from consultants and potential clientsEnsure information in the various questionnaires is accurate and completed in a timely manner Update and maintain external and internal databases (eVestment, consultant databases, RFPIO, Client Manager Tool) Support the creation and updating of documents such as strategy presentations and fund fact sheets Collaborate on projects and initiatives as requested Support in servicing existing clients and prospectsQUALIFICATIONSBachelor’s degree in finance, business or a related field1 to 3 years of asset management RFP/ consultant database experience, an asset Passionate, self-driven, and able to excel in a fast-paced environment Exceptional attention to detail and diligence Strong project management and organizational skillsKnowledge of FactSet Analytics and eVestment, an assetAdvanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)Excellent reading, writing, and editing skills Intellectual curiosity, seeking opportunities to develop new skillsFlexibility, adaptability, and the ability to work under tight deadlines and changing client needsTeam player with a positive attitudeBilingual (French/English), an assetWHAT 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 Hybrid WFH Schedule CANDIDACYPlease email your application to  : Analyste, Relations Clients Emplacement : Montréal, Québec Type de Poste : Permanent, Temp PleinGESTION D’ACTIFS PINESTONe INC.  Basé 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. Visitez notre site web : 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 DU POSTE PineStone est à la recherche d'un(e) analyste pour se joindre à notre équipe dynamique et en pleine croissance. Relevant du Gestionnaire, Relations clients, le candidat retenu sera responsable de la qualité des demandes d’appels d’offres (RFP), les demandes d’information (RFI) et les questionnaires de revues diligentes (DDQ). Les responsabilités principales incluront : Gérer, les appels d’offres, demandes d'information, et questionnaires de diligence raisonnable provenant des consultants et clients potentielsS'assurer que les informations contenues dans les différents questionnaires sont exactes et complétées en temps opportunMettre à jour et maintenir les bases de données externes et internes (eVestment, base de données de consultants, RFPIO, outil de gestion des clients)Participer à la création et à la mise à jour de documents tel que les présentations de stratégie et les fiches d’information sur les fondsCollaborer sur des projets et initiatives selon les besoinsApporter un soutien dans la gestion des clients existants et potentiels QUALIFICATIONS  Baccalauréat en finance, administration des affaires ou dans une discipline connexe 1 à 3 ans d’expérience en gestion d’appels d’offres/ base de données dans une firme de gestion de placements, un atout Passionné(e), autonome, capable de s’épanouir dans un environnement dynamique et exigeantGrand souci du détail et rigueur Compétences solides en matière d’organisation et gestion de projetLa maîtrise de FactSet Analytics et eVestment, un atoutExcellente maîtrise des outils de la suite Microsoft Office (Excel, Word, PowerPoint et Outlook)Excellentes compétences en lecture, rédaction et révision de documentsFlexibilité, capacité d'adaptation et aptitude à travailler sous pression, avec des délais serrés et des besoins clients en constante évolutionEsprit d’équipe et dynamique Bilingue (français/anglais), un atout  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 Conditions de travail flexible (Hybride)  APPLICATIONVeuillez nous faire parvenir votre candidature par courriel à  *L’utilisation du masculin a pour unique but d’alléger le texte et désigne autant les femmes que les hommes.