Senior Revenue Operations Analyst

Job description

Best Workplaces™ in Canada 2022 - 2026 | Best Workplaces™ with Most Trusted Executive Teams 2024 - 2026 | Best Workplaces™ in Financial Services & Insurance 2022 - 2026 | Best Workplaces™ for Mental Wellness 2023 - 2026 | Best Workplaces™ for Giving Back 2022 & 2024 | Best Workplaces™ for Inclusion 2021, 2024, 2026 | Best Workplaces™ for Women 2021 | Best Workplaces™ in Ontario™ 2024 - 2025 | Best Workplaces™ for Professional Development 2025 , 2026 | Best Workplaces™ for Young Talent 2026 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 over $20 billion (August 31, 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. These aren’t just words. They define how we think, how we invest, and how we work. Now, we’re entering our next chapter. We’re transforming our brand and reshaping the way the world invests. If you think alternatively, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of what’s next. Thriving in Our Entrepreneurial Culture At PICTON Investments , you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you’ll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. You’ll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards, performance-based bonuses, and a clear path for career growth, you’ll have everything you need to develop both now and over the longer term. The expected annual base salary for this role is $75,000 - $85,000, with the final number depending on your experience, skills, and education. On top of that, you’ll be eligible for our discretionary bonus program. At PICTON Investments , being employee-owned means we really take care of our team. 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. The Opportunity We are seeking a Senior Revenue Operations Analyst to join our Revenue Operations team. Reporting to the Director, Revenue Operations, this role owns the reporting, dashboarding, and analytics that support how our sales organization understands and grows revenue across our three businesses. You'll work at the intersection of data, technology, and commercial strategy — turning information into the insight that drives decisions. This is a hands-on, high-ownership role for an analyst who wants to move beyond producing reports to building analytics that matter. You'll take ownership of our recurring and executive reporting, develop and refine dashboards, and continuously improve how our function delivers insight. Over time, there is a clear path to grow into a leadership role as our analytics capability expands. You'll have the opportunity to learn and lead: Produce monthly executive reporting, including estimates and actuals, along with the supporting analysis and commentary. Prepare weekly sales strategy reporting, leaderboards, and KPI dashboards spanning our three businesses. Develop executive-level reporting packages and presentations that support leadership decision-making. Design, build, and maintain Tableau, Salesforce, and PowerBI dashboards, including the underlying data models. Conduct trend analysis and develop revenue insights that inform commercial strategy. Complete ad hoc analysis in support of the Director and the wider Revenue Operations function. Support forecasting and quarterly commissions reporting, with the opportunity to assume full ownership over time. Automate and streamline recurring reporting to improve accuracy, consistency, and turnaround. Partner with our CRM Engineering team to improve data models and reporting logic, and help set the standard for trustworthy, decision-ready reporting. What we're looking for Demonstrated experience building and maintaining dashboards and data models in Tableau or PowerBI. Advanced Excel proficiency, including complex formulas and comfort working with large, imperfect datasets. Working knowledge of SQL, with the ability to query source data independently. Experience with Salesforce reporting and an understanding of underlying data structures. Strong data visualization skills and the ability to present analysis clearly and accurately. Strong prioritization skills and the ability to manage competing demands. A high standard of accuracy and attention to detail, appropriate to executive-level reporting. Intellectual curiosity and a proactive approach to surfacing insight. Nice to Have Background in financial services or asset management. Exposure to a cloud data warehouse environment (e.g., Snowflake). Experience mentoring or supporting junior analysts. 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! PICTON Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. We welcome applications from candidates with diverse experiences globally. Canadian experience is not required. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at . PICTON Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third-party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered. Please note: We use AI-assisted tools to support parts of our recruitment process, including summarizing interview notes and aligning candidate profiles with job requirements. All decisions are made by our hiring team.