Current jobs related to PineStone Asset Management Inc. | Analyst, Client Relations | Analyste, Relations Clients - montréal - PineStone Asset Management Inc.
-
montréal, Canada PineStone Asset Management Inc. Full timeTitle: 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...
-
montréal, Canada PineStone Asset Management Inc. Full timeTitle: 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...
-
Montréal, QC, Canada PineStone Asset Management Inc. Full timeTitle: 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...
-
Montréal, QC, Canada PineStone Asset Management Inc. Full timeTitle: 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...
-
montréal, Canada PineStone Asset Management Inc. Full timePosition Type: Permanent, Full Time PINESTONE ASSET MANAGEMENT INC. Based in Montreal, PineStone Asset Management Inc. 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: Our vision: To be the gold standard for...
-
Montréal, Canada PINESTONE ASSET MANAGEMENT Full time**PINESTONE ASSET MANAGEMENT INC.** Based in Montreal, PineStone Asset Management Inc. (“PineStone”) is a specialist global equity manager founded in 2021 following a separation from a large independent asset manager. PineStone currently has approximately $60 billion in assets under management and is led by Nadim Rizk, a seasoned portfolio manager with...
-
Analyste de projet bilingue anglais
2 weeks ago
Montréal, QC, Canada PineStone Asset Management Inc. Full timePosition Type: Permanent, Full Time PINESTONE ASSET MANAGEMENT INC. Based in Montreal, PineStone Asset Management Inc. 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: Our vision: To be the gold standard for...
-
Analyste, Relations Client
2 days ago
Montréal, Canada STONEPINE ASSET MANAGEMENT INC. Full time**Le Poste** Principales Responsabilités: - Travailler en collaboration avec les partenaires internes et l'industrie afin de répondre aux demandes des consultants et des clients. - Soutenir les efforts de développement des affaires en fournissant des informations essentielles tout au long du cycle de nouvelles opportunités potentielles, y compris en...
-
Analyste Junior, Vigie Et Actualités
2 weeks ago
Montréal, Canada NATIONAL Public Relations Inc. Full timeVous êtes en début de carrière ou bien souhaitez rester actif et collaborer à une foule de projets pour en apprendre davantage sur les relations publiques? Vous êtes un.e passionné.e d’actualités et voulez être au cœur d’enjeux importants et de sujets variés ? NATIONAL, la plus grande firme-conseil en relations publiques au Canada, compte...
-
Client Reporting Analyst
5 days ago
Montréal, Canada Manulife Full timeThe Client Reporting Analyst understands the importance of being customer focused, builds and maintains strong controls, strong relationships with stakeholders, and collaborates with other teams to deliver results. The Client Reporting Analyst must demonstrate the ability to communicate effectively, complete tasks and analyses independently, attention to...
-
Client Reporting Analyst
7 days ago
Montréal, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Analyst, Treasury and Investor Relations
6 days ago
Montréal, QC, Canada TC Transcontinental Full time**Analyst, Treasury and Investor Relations**: **Create value at TC Transcontinental**: **At TC Transcontinental, we’ve got it made, and that's because of the expertise of our team.**: We are currently looking for an Analyst, Treasury and Investor Relations. This person will play a key role and work with the executive committee to develop and implement a...
-
Functional Analyst
2 weeks ago
Montréal, Canada Alithya Full time**Functional Analyst - Client Space** **:montreal **Montreal, Quebec, Canada****: Do you want to experience the essence of a large organization in a company with a personal touch? Come and work with us! We are looking for creative, innovative, and collaborative people like you to join our team. At the heart of Alithya’s values is the well-being of our...
-
Client Account Analyst
1 week ago
Montréal, Canada Citi Full timeThe Client Account Analyst provides on-site client account service support to the relationship managers (bankers) of the Citi Private Bank Canada business. The Client Account Analyst’s focus is to ensure that the client on-boarding process is a positive, seamless experience to our ultra-high net worth clientele. The Client Account Analyst strives to...
-
Analyste Relations Fournisseurs
4 days ago
Montréal, Canada Metro Inc. Full time**Titre du poste**: Analyste relations fournisseurs **Numéro de la demande**:35018 **Catégorie d'emploi**: Administration **Division**: Supply Chain (80190525) **Département**: Logistique et distribution **Lieu de travail**: METRO - MÉRITE 1 - M-DUPLESSIS, MONTRÉAL (#M-M1) **Province**: Canada : Quebec **Type d'emploi**: Temporaire **CONTRAT 12...
-
Client Services Analyst
4 hours ago
Montréal, Canada BNP Paribas Full timeCLIENT SERVICES ANALYST - GRADUATE (JOB NUMBER: GRAD-012822-EML-003) At BNP Paribas Canada, it is our employees which make the difference... Our 75 nationalities are part of our diversity! Do you like challenges, a structured framework, the prospect of optimizing and innovating? You are known for your originality and want a certain freedom to think while...
-
Client Service Analyst
4 days ago
Montréal, Canada Citi Full timeThe Client Service Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
-
Analyste Relations Fournisseurs
6 days ago
Montréal, Canada Metro Inc. Full time**Titre du poste**: Analyste relations fournisseurs **Numéro de la demande**:35018 **Catégorie d'emploi**: Administration **Division**: Supply Chain (80190525) **Département**: Logistique et distribution **Lieu de travail**: METRO - MÉRITE 1 - M-DUPLESSIS, MONTRÉAL (#M-M1) **Province**: Canada : Quebec **Type d'emploi**: Temporaire **CONTRAT 12...
-
IT Asset Analyst
6 days ago
Montréal, Canada soho square solutions Full time**Job Description ** - Track assets and coordinate internal controls and compliance monitoring activities. - Ensure effective governance to ensure compliance with asset management processes and procedures by the internal team and service partners. - Obtains information and clarification regarding licensing, product changes, costs and billing and communicates...
-
Client Relations Administrator
2 weeks ago
Montréal, Canada Manulife Full time**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....
PineStone Asset Management Inc. | Analyst, Client Relations | Analyste, Relations Clients
1 week ago
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: https://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
PineStone 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 clients
- Ensure 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 prospects
QUALIFICATIONS
- Bachelor’s degree in finance, business or a related field
- 1 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 skills
- Knowledge of FactSet Analytics and eVestment, an asset
- Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)
- Excellent reading, writing, and editing skills
- Intellectual curiosity, seeking opportunities to develop new skills
- Flexibility, adaptability, and the ability to work under tight deadlines and changing client needs
- Team player with a positive attitude
- Bilingual (French/English), an asset
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
- Hybrid WFH Schedule
CANDIDACY
Please email your application to hr@pinestoneam.com
Titre : Analyste, Relations Clients
Emplacement : Montréal, Québec
Type de Poste : Permanent, Temp Plein
GESTION 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 : https://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 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 potentiels
- S'assurer que les informations contenues dans les différents questionnaires sont exactes et complétées en temps opportun
- Mettre 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 fonds
- Collaborer sur des projets et initiatives selon les besoins
- Apporter 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 exigeant
- Grand souci du détail et rigueur
- Compétences solides en matière d’organisation et gestion de projet
- La maîtrise de FactSet Analytics et eVestment, un atout
- Excellente maîtrise des outils de la suite Microsoft Office (Excel, Word, PowerPoint et Outlook)
- Excellentes compétences en lecture, rédaction et révision de documents
- Flexibilité, capacité d'adaptation et aptitude à travailler sous pression, avec des délais serrés et des besoins clients en constante évolution
- Esprit 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)
APPLICATION
Veuillez nous faire parvenir votre candidature par courriel à hr@pinestoneam.com
*L’utilisation du masculin a pour unique but d’alléger le texte et désigne autant les femmes que les hommes.