Senior Portfolio Analyst

Job Description

Grade:  P6

Referral Level: Level 1

Division: IGM-AMO

IGM 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 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.  

Reporting to the Manager, Portfolio Analytics, the successful applicant will be a key contributor on the team responsible for the timely and accurate reporting of investment performance and analytics data. Supporting the analytics requirement of our business partners at Mackenzie and Investors Group, the successful candidates’ specific responsibilities may include:

• Ensure accurate validation of daily accounting data and review rate of return calculations
• Review discrepancies, outliers and liaise with other teams to determine validity and resolve if required
• Calculate portfolio characteristics and statistics and provide interpretation of these measures
• Assist in the development of reporting solutions for new products and to enhance offerings for existing complex products
• Identify, analyze, and resolve data issues related to uniqueness, integrity, accuracy, consistency, and completeness to support business reporting requirements
• Develop and modify procedures to enhance the performance reporting process
• Supports the management of data as a key asset that facilitates effective decision making
• Support ad hoc automation, data extraction, and reporting needs as required
• Research and resolve complex systems issues, including identifying procedural weaknesses
• Review and verify work of others for accuracy and completeness
• Assist with project work when required, including analysis and/or testing
• Manage performance and analytics data delivery

The following qualifications will assist the successful candidate in carrying out these responsibilities:

• A university degree in a business or finance-related discipline
• Working towards or completion of a professional designation (CFA, CIPM)
• 1-3 years relevant experience within a data analytics or performance measurement group
• Solid portfolio accounting knowledge and strong analytical skills required
• Well-versed in performance measurement principles (TWRR vs IRR, chain linking returns, annualizing returns)
• Good understanding of derivative instruments and complex investment products
• Knowledge of GIPS Standards
• Self-motivated, flexible, adaptable, and demonstrates initiative
• Strong problem-solving skills
• Experience with Factset, APIs, Tableau and Bloomberg is desired
• SQL, VBA, Python or other programming languages
• High level of attention to detail, the ability to react positively to changing priorities and to work as part of a team
• Excellent written and verbal communication skills

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 February 27, 2025. 

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