Job Description

Grade: P7Referral Level: Level 1Division: MI ProductsIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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 and Mackenzie Investments.Under IGM Financials 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 Canadas Top Employers 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 RoleReporting to the Director, Investment Solutions and Shelf Management, the successful applicant will be a key contributor on the team with core responsibilities related to developing the strategy and support of all investment solutions offered by Mackenzie which are not centered around a specific investment mandate. This role will also support the management of Mackenzies mutual fund product shelf by facilitating the screening of potential merger candidates and the execution of these mergers. The Investment Solutions and Shelf Management group is part of Mackenzies broader Product Development Team, and the Product Division.

• Responsible for the effective management of Mackenzies mutual fund product shelf.
• Conducts annual screening of funds for merger opportunities, completes assessments of fund investment objectives and potential continuing funds and builds out the recommendations to senior management.

Manages the execution and support of these merger projects working with Fund Accounting and Sales to minimize advisor disruption.

• Product manager for all investment solutions and product structures on Mackenzie's platform (including Systematic programs, Mackenzie GPS, U.S. dollar purchase options, corporate class funds, registered plans (including TFSA, RDSP, RESP, etc.), Flexible Payout Service, Group Plans, Charitable Giving Program, One-Step DCA, and Private Investment Pools.
• Support Director, Investment Solutions and Shelf Management to conduct research and analytic work as it pertains to pre-determined projects.
• Serve as the primary relationship manager / advocate of these product structures and represent the Product Team on cross-functional teams touching these investment solutions.
• Provide product support for investment calculators such as T-Series calculator, Private Wealth Proposal Tool, etc.
• Independently monitor competitive market and regulatory developments which impact Mackenzies investment solutions and products structures, liaise and collaborate with other internal and external sources of influence / knowledge.
• Support Sales Team with ongoing support, knowledge and training for investment solutions.
• Surface best practices, opportunities for improvement and actively participate in discussions and initiatives to improve Mackenzies competitive position.
• Collaborate with Product, Marketing, Sales and Operations colleagues in driving the creation and review of all product promotion material for Investment Solutions.

The following qualifications are required of the successful candidate in addition to effectively collaborating with the broader Product Development Team, other members of the Product Division, and key stakeholders across the organization:Analytical Skills

• Ability to apply analytical methods to facts and hypothesis to provide information in support decision making.
• Experienced in using different analytical tools to complete the required financial analysis.
• Apply sound judgment in constructing analysis and in formulating recommendations.
• Resourceful and creative in solving new/non-recurring problems through research and well supported analysis and business acumen.

Presentation and Communication Skills

• Ability to create PowerPoint presentations with clear messaging, supported by sound analysis.
• Professional manner in dealing with both internal and external clients.
• Articulate in communicating with all levels of management.
• Ability to write and present concisely and persuasively.

Project Management Skills

• Coordinate resources from across the company in large-scale projects.
• Timeline driven and consistently meeting deadlines.
• Comfortable with handling multiple concurring problems and priorities.

Additional qualifications

• Seen as a source of information and influence in industry and competitive research information, having an in-depth understanding of the industry and the global / domestic competitive landscape for retail, strategic alliance and institutional business lines.
• A university degree in a business or finance-related discipline.
• 5+ years of increasing experience in the area of financial analysis in a financial services environment (preferably in the investment / asset management industry) with experience in development of research methodology, competitive product and industry level research as well as experience in report-writing and in making presentations to senior management.
• Enrollment in the CFA program is an asset.
• Proficient with industry research platforms required to access comprehensive data and independent analysis on investment funds, e.g. Morningstar Direct, Simfund.
• Advanced proficiency with Microsoft Office applications, e.g. PowerPoint, Excel, Word, Visio, and Outlook.

Please visit our career page by clicking on the following link: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 February 21, 2025.#LI-JS2#LI-Hybrid

Mackenzie Investments