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About the Role

The Senior Portfolio Analyst will be responsible for delivering timely, accurate, and scalable portfolio analytics, reporting, and data solutions. This role focuses on automation, dashboard development, Python, SQL, and AI-enabled work to modernize reporting processes, improve control and transparency, and build reusable tools.

Responsibilities

• Support the production, validation, and delivery of investment performance, portfolio characteristics, analytics, and related reporting outputs.
• Ensure accurate validation of daily accounting, holdings, returns, and analytics data; investigate discrepancies, outliers, and data breaks; and liaise with internal teams to resolve issues.
• Design, build, and maintain Python, SQL, and other automation scripts to streamline recurring reporting, reconciliation, data extraction, exception monitoring, and quality control processes.
• Build and enhance dashboards and self-serve reporting solutions that improve visibility into portfolio analytics, data quality, reconciliation status, operational metrics, and business trends.
• Use approved AI tools to support analysis, documentation, script development, testing, and process improvement, while applying appropriate judgment, review, and control standards.
• Research and resolve complex data, reporting, and systems issues, including identification of root causes, procedural weaknesses, and opportunities for automation.
• Maintain clear process documentation, control evidence, data lineage notes, test cases, and change records for automated solutions and recurring deliverables.
• Review and verify work completed by others for accuracy, completeness, consistency, and adherence to control standards.
• Contribute to project work, including requirements gathering, data analysis, user acceptance testing, dashboard prototyping, and implementation support.

Requirements

• University degree in business, finance, computer science, data analytics, or a related discipline.
• 2-5 years of relevant experience in portfolio analytics, performance measurement, investment operations, data analytics, reporting automation, or a related function.
• Strong portfolio accounting knowledge and demonstrated analytical skills.
• Practical experience with SQL for data extraction, validation, reconciliation, and analysis.
• Practical experience with Python or a comparable programming language for automation, data manipulation, reporting, or workflow improvement.
• Experience building dashboards, management reporting, or self-serve analytics using tools such as Power BI, Looker, Tableau, or similar platforms.
• Strong problem-solving skills with the ability to investigate data discrepancies, identify root causes, and recommend scalable solutions.
• High attention to detail and the ability to balance accuracy, control, timeliness, and responsiveness.
• Excellent written and verbal communication skills, including the ability to explain data issues, analytics outputs, and technical concepts to business stakeholders.
• Self-motivated, flexible, adaptable, and able to demonstrate initiative in a changing environment.
• Working towards or completion of a professional designation such as CFA or CIPM.
• Well-versed in performance measurement principles, including time-weighted returns, money-weighted/internal rates of return, chain linking, and annualized returns.
• Good understanding of derivative instruments, multi-asset portfolios, and complex investment products.
• Knowledge of GIPS Standards.
• Experience with FactSet, Eagle, Bloomberg, or similar investment data and analytics platforms.
• Experience with SAP HANA, data warehousing, data modeling, or enterprise reporting environments.
• Experience using approved AI assistants or code-generation tools to accelerate development, analysis, documentation, and testing, with appropriate validation and governance.
• Experience with VBA, Power Automate, Git, or other workflow automation and version control tools.

Skills

• SQL
• Python
• Excel
• Data validation/reconciliation techniques
• Power BI
• Looker
• Tableau
• Business intelligence platforms
• Scripted data extraction
• Transformation
• Exception reporting
• Scheduled workflows
• Repeatable control processes
• AI-assisted development
• Eagle
• SAP HANA
• FactSet
• Bloomberg

Location

• Toronto

Work Type

• Hybrid

Experience Level

• 2-5 years
• Senior

Education Level

• University degree in business, finance, computer science, data analytics or a related discipline.

Salary/Compensations

• $72,500 - $91,000

Benefits

• Competitive base salary
• Performance-weighted bonus
• Education/career support
• Option to join Employee Share Purchase Plan with employer matching component
• Competitive health and dental coverage
• Flexible plan for you and your family
• Short-term & long-term disability plans
• Voluntary Group RRSP enrolment with employer matching component
• Paid volunteer days
• Competitive time off including 10 wellness days off
• WorkPerks discount program
• Hybrid & flex work arrangements
• Engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background)

About the Company

• IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025.
• It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
• Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.
• Mackenzie Investments is proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers.
• Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.
• Join our team to engage in continuous learning and skill development in a supportive environment.
• Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues!
• Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

Equal Opportunity

• IGM 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.
• Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require 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.