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About the Role

This role supports senior team members in investment strategy and portfolio construction, contributing to the development of clear, consistent narratives and thought leadership outputs. The position emphasizes ownership of deliverables, proactive contribution, and the creation of high-quality, accurate materials for sales and internal stakeholders.

Responsibilities

Provide assistance and support to senior team members specializing in investment strategy and portfolio construction.
Contribute to the development of clear, consistent narratives aligning Investments Specialists and Strategists with Sales.
Ensure strategies are accurately positioned and output is practically usable in client conversations.
Anchor work in guided portfolios and the portfolio construction franchise.
Build a cohesive understanding of how investment views are formed, translated into portfolio decisions, and communicated to Sales.
Develop and deliver individual thought leadership using internal and external tools (e.g., Bloomberg, FactSet, Morningstar).
Produce thought leadership outputs (e.g., weekly chart packages) articulating market developments, performance, and positioning.
Take ownership of assigned deliverables, including authorship of recurring materials and development of presentation decks, charts, and analysis.
Proactively seek out work, anticipate needs, and contribute ideas to support portfolio construction priorities.
Deliver high-quality materials that are accurate, well-structured, and usable across Sales and internal stakeholders.
Focus on timely turnaround for requests including internal and external events, and ad hoc sales support.
Participate in ad hoc projects and special assignments as needed.
Gather economic and financial market data using services such as Bloomberg, FactSet and Morningstar.
Assist in preparing client-facing and published materials (presentations, financial market commentary, etc.).
Create PowerPoint presentations with clear messaging, supported by sound analysis.
Communicate effectively with all levels of management.
Write and present concisely and persuasively.

Requirements

Seen as a source of information and influence in industry and competitive research information.
Possess an in-depth understanding of the industry and the global/domestic competitive landscape for retail, strategic alliance, and institutional business lines.
Seen as a partner and collaborator, effectively communicating and liaising with members of the Product Division and key stakeholders across the organization.
Expertise with Microsoft Office applications, e.g. PowerPoint, Excel, Word, Visio, and Outlook.

Skills

Investment strategy
Portfolio construction
Research and analysis
Financial services
Asset management
Research methodology development
Competitive product research
Industry research
Report writing
Presentation skills
Microsoft Office Suite (PowerPoint, Excel, Word, Visio, Outlook)
Bloomberg
FactSet
Morningstar
Tableau (familiarity is a plus)
CFA program enrollment (an asset)

Location

Canada

Work Type

Hybrid
Full-time

Experience Level

2+ years of experience in research and analysis in a financial services environment (preferably in the investment/asset management industry)
Experience in development of research methodology
Experience in competitive product and industry level research
Experience in report-writing
Experience in making presentations to senior management

Education Level

University degree in a business or finance-related discipline
Enrollment in the CFA program is an asset

Salary/Compensations

$86,500 - $105,000

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
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 recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers.
The company's vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.
Mackenzie Investments fosters a supportive environment for continuous learning and skill development.
The company values are: Be better, Be accountable, Be a team.
Mackenzie Investments has a vision and strategy that challenges industry norms and helps Canadians succeed.
The company is committed to doing business inclusively and encourages applications from diverse candidates.
Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experiences.

Equal Opportunity

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.
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.