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IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
The Mackenzie Institutional Sales & Service team is accepting applications for the position of Analyst, Institutional Sales & Service based in Toronto, Ontario. The position reports to the Senior Manager, Institutional Services.
The successful candidate will:
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Update quarterly client reports (presentations, performance, org charts, bios etc.) and pitchbooks in collaboration with key stakeholders
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Liaise with product, portfolio analytics and other key stakeholders to ensure the timely, accurate and comprehensive updating of consultant databases and other material to support RFPs/DDQs
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Provide responses to ad-hoc requests from across the Institutional team
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Identify opportunities to increase effectiveness of the consultant databases including expanding coverage, enhancing the Mackenzie profile and providing insights for sales
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Maintain and enhance Salesforce and generate reports as required
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Prepare monthly and quarterly client reporting for assigned accounts on a timely basis
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Coordinate special projects and administrative functions as assigned
The following qualifications are required of the successful candidate:
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Post-secondary education degree
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Minimum of 3 years’ experience in the investment management industry
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Prior work experience in a similar role or experience in the institutional asset management channel strongly preferred
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Excellent written and verbal communication skills
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Exceptional organizational skills and follow-through capabilities with the ability to schedule, plan and meet deadlines
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Demonstrated ability to manage multiple projects with varying priorities
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Strong ability to work effectively under pressure and within a distributed team environment across different office locations
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Advanced PC skills, including Word, Excel and PowerPoint
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Sound working knowledge of eVestment’s suite of analytics tools considered an asset
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Demonstrated exceptional attention to detail
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by April 17, 2023.
Job Type (EN): Full Time
Job Industry (Choose up to 3 industries) (EN): Financial Services and Banking
Career Level (EN): Experienced
External Company Name: Mackenzie Financial Corporation
External Company URL: www.mackenziefinancial.com
Post End Date: 4/17/2023
