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About the Role

We are seeking a Senior Investment Analyst to join our Canadian Equities team with primary coverage responsibility for Canadian sector coverage. This is a high-impact role for an analyst who brings genuine intellectual curiosity, strong fundamental research skills, and the drive to generate sustained alpha through differentiated insight. You will work closely with the portfolio management team, contributing directly to investment decisions across our Canadian equity mandates.

Responsibilities

Develop and maintain deep, differentiated investment theses across an assigned coverage universe within the Canadian equity market.
Conduct rigorous bottom-up fundamental analysis, including financial modelling, valuation work, and scenario analysis.
Leverage a broad set of analytical tools, alternative data, and proprietary frameworks to enhance the depth and originality of your research.
Identify and monitor key variant perceptions, catalysts, and risk factors across your coverage universe.
Produce well-structured, clearly written investment notes and recommendations for presentation to the portfolio management team and investment committee.
Partner closely with Portfolio Managers to communicate actionable buy, sell, and sizing recommendations with clear, well-reasoned conviction.
Participate actively in investment committee discussions, contributing to debate on portfolio positioning and sector views.
Support portfolio risk monitoring by tracking developments across holdings and providing timely updates on material changes.
Build and maintain relationships with company management teams, sell-side analysts, and industry contacts.
Attend industry conferences, company site visits, and earnings calls to develop on-the-ground perspective.
Systematically broaden coverage through efficient research processes and scalable analytical frameworks.
Contribute to the team's continuous improvement culture by sharing learnings, refining processes, and helping to raise the overall quality of research output.
Integrate ESG factors and sustainability considerations into investment analysis in a manner consistent with the team's investment philosophy and client mandates.

Requirements

5–7 years of equity research experience, with a predominant focus on the Canadian market.
Demonstrated ability to generate high-conviction investment ideas backed by rigorous, original research.
Deep familiarity with Canadian equity markets, industries, and the regulatory and macroeconomic environment.
Experience covering the large Canadian sectors such as Financials, Materials and Energy is preferred.
Comfort leveraging AI and machine learning tools to enhance research productivity — including large language models, natural language processing for document analysis, and AI-assisted data synthesis — while applying sound judgment to evaluate and validate outputs critically.
Exceptional financial modelling and valuation skills (DCF, comparable company analysis, sum-of-the-parts, etc.).
Strong written and verbal communication skills — able to distil complex analysis into clear, concise investment arguments.
High degree of initiative, accountability, and the ability to manage multiple priorities in a fast-moving environment.
Collaborative yet independent — you contribute openly to team debate while maintaining well-reasoned conviction in your views.
Proficiency with research and analytical tools such as Bloomberg, FactSet, or equivalent platforms.

Skills

AI and machine learning tools
Large language models
Natural language processing
AI-assisted data synthesis
Financial modelling
Valuation skills
Written communication
Verbal communication
Initiative
Accountability
Prioritization
Collaboration
Independence
Bloomberg
FactSet

Location

Toronto
Winnipeg

Work Type

Hybrid

Experience Level

Senior
5-7 years

Education Level

Undergraduate degree in Business, Engineering or Computer Science or a related field
MBA or other graduate degree is an asset
CFA charterholder or demonstrable progress toward the designation

Salary/Compensations

$110,000 - $160,000

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
10 wellness days off
WorkPerks discount program
Hybrid & flex work arrangements

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.
At Mackenzie Investments You Can Build Your Career with Confidence.
We are 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

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.