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Mackenzie Investments

Investment management and advisory services provider

Manager – Product & Solutions

Asset ManagementPosted on Nov 6
Full-timeToronto, ON, Canada$86.5k - $105k /yr

About the Job

Requirements

  • A university degree in a business or finance-related discipline.
  • At least 2 years of progressively increasing experience in research and analysis in financial services, preferably investment or asset management, including research methodology development, competitive product and industry research, report writing, and presentations to senior management.
  • Expertise with Microsoft Office applications, including PowerPoint, Excel, Word, Visio, and Outlook.
  • Ability to create PowerPoint presentations with clear messaging supported by sound analysis.
  • Ability to communicate with all levels of management.
  • Ability to write and present concisely and persuasively.

Responsibilities

  • Support senior team members specializing in investment strategy and portfolio construction.
  • Develop clear, consistent narratives aligning Investments Specialists and Strategists with Sales, accurately positioning strategies for practical use in client conversations and grounding the work in guided portfolios and the portfolio construction franchise.
  • Develop and deliver individual thought leadership using internal and external tools to produce outputs such as weekly chart packages articulating market developments, performance, and positioning.
  • Own assigned deliverables, including recurring materials and presentation decks, charts, and analysis; proactively anticipate needs and contribute ideas supporting portfolio construction priorities.
  • Deliver accurate, well-structured materials usable across Sales and internal stakeholders, with timely turnaround for requests related to internal and external events and ad hoc sales support.
  • Participate in ad hoc projects and special assignments.
  • Gather economic and financial-market data using services such as Bloomberg, FactSet, and Morningstar.
  • Assist in preparing client-facing and published materials, including presentations and financial-market commentary.
  • Serve as an information and influence source on industry and competitive research, with an in-depth understanding of the global and domestic competitive landscape for retail, strategic alliance, and institutional business lines.
  • Collaborate and liaise with Product Division members and key organizational stakeholders.

Desired Qualifications

  • Familiarity with Tableau.
  • Enrollment in the CFA program.

About the Company

Mackenzie Investments

Investment management and advisory services provider

Mackenzie Investments is an investment management firm that provides investment advisory and related services to retail and institutional clients. It manages assets through research-driven strategies and a range of investment products, helping clients grow and protect their wealth. The company combines asset management expertise with disciplined research, risk management, and client-focused service to assemble and monitor portfolios that align with each client's goals. What sets Mackenzie apart is its deep heritage and emphasis on thought leadership, a strong roster of talent recruited from top institutions, and the stability of its ownership, all centered on helping investors succeed. The company's goal is to build confidence for investors in a changing world by delivering timely ideas and reliable performance thatsupports financial success for its clients.

Company size
Not listed
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1967

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