Overview:[
Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $66.37 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $157.62 billion. We are committed to the financial success of investors, through their eyes.
Our Vision
Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.
Our Values
Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.
At Mackenzie Investments you can Build Your Career with Confidence by:
Changing the Game: 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.
Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.
Being Proud: As a 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.
Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.
Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.
Thriving in a Supportive Environment: We have created a workplace where your efforts and career are supported by your team and your leader.
The Role
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Analyze the investment industry to identify trends and understand how these findings impact Mackenzie’s business.
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Perform market, industry and product research and analysis to identify and assess strategic and tactical actions and implications for Mackenzie.
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Develop, maintain and evaluate reports to communicate insights on industry trends such as asset flows to investments and top selling CIFSC categories primarily within the Canadian market.
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Maintain and enhance comprehensive competitive information packages on market penetration, product capabilities, trends and developments of competitors.
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Produce key industry decision-making reports and analytics for distribution to Mackenzie’s executive team.
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Participate in the development and ongoing management of both strategic and tactical plans and contribute to the successful execution of these plans.
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Lead the competitive/industry analysis to support development of all new product initiatives/ideas.
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Present and communicate product research and findings to the sales team at Regional Team Meetings (RTMs) on a regular basis.
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Maintain and enhance the competitive intelligence database and internal websites.
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Represent Mackenzie on various industry working groups and committees.
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
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Ability to apply analytical methods to facts and hypothesis to provide information in support decision making.
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Experienced in using different analytical tools to complete the required financial analysis.
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Apply sound judgment in constructing analysis and in formulating recommendations.
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Resourceful and creative in solving new/non-recurring problems through research and well supported analysis and business acumen.
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Strong interest in business unit analysis and review including financial analysis modeling.
Presentation and Communication Skills
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Ability to create PowerPoint presentations with clear messaging, supported by sound analysis
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Professional manner in dealing with both internal and external clients.
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Articulate in communicating with all levels of management.
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Ability to write and present concisely and persuasively.
Project Management Skills
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Coordinate resources from across the company in large-scale projects.
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Timeline driven and consistently meeting deadlines.
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Comfortable with handling multiple concurring problems and priorities.
Additional qualifications
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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.
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A university degree in a business or finance-related discipline.
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Enrollment in the CFA program is a definite asset.
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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.
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Advanced proficiency with Microsoft Office applications, e.g. PowerPoint, Excel, Word, Visio, and Outlook.
Internal Applicants:
If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by October 18, 2019. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The job grade for this position is 12. The referral bonus for this position is 2.
External Applicants:
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.
Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.
File #19-203
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