Job Description

Grade: S6

Division: MI Products

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 and Mackenzie Investments

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 Canada’s 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 Role

Reporting to the VP, Product Development, the successful applicant will be a key contributor on the team with core responsibilities related to industry and market intelligence. The Product Development Team is part of Mackenzie’s broader Product Development Team, and the Product Division.

Key responsibilities:

• Manage and maintain the Mackenzie Product Research Database and related databases and support the maintenance of the Mackenzie Pricing Database.
• Develop, maintain, and enhance reports and dashboards to communicate insights on industry trends such as market share, flows by competitor, fund, and category primarily within the Canadian market.
• Regularly communicate competitive actions and external research reports to a wide internal audience.
• Support and occasionally deliver presentations and communications of product research and findings to internal teams.
• Identify opportunities to enhance existing research reporting and databases.
• Maintain and enhance comprehensive competitive information packages on market penetration, product capabilities, trends, and developments of competitors.
• Support the production of key industry decision-making reports and analytics for distribution to internal Mackenzie teams.
• Analyze the investment industry to identify trends and understand how these findings impact Mackenzie.
• Perform market, industry and product research and analysis to identify and assess strategic and tactical actions and implications for Mackenzie.

The following qualifications will assist the successful candidate:

Analytical Skills

• Ability to apply analytical methods to facts and hypotheses to provide information in support of 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.
• Strong interest in business unit analysis and review including financial analysis modeling.

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 skills and 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.
• Seen as a partner and collaborator, effectively communicating, and liaising with the broader Product Development Team, other members of the Product Division, and key stakeholders across the organization.
• A university degree in a business or finance-related discipline.
• 3+ years of increasing experience in research and 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.
• Advanced proficiency with Tableau and Microsoft Office applications, e.g. PowerPoint, Excel, Word, Visio, and Outlook.
• Enrollment in the CFA program is an asset.

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 January 18, 2024.

#LI-JS2

#LI-Hybrid