Senior Analyst, National Accounts

As a Senior Analyst, National Accounts at Mackenzie Investments, you will support the Director of National Accounts by managing client requests, preparing for meetings, and collaborating cross-departmentally. You'll analyze dealer-specific data and work alongside marketing, product, and retail sales teams to capitalize on insights, all while enhancing relationships with selected dealers to bolster the firm's market presence.

To be considered for the Senior Analyst position at Mackenzie Investments, you should have a university degree and a minimum of 3 years of experience in the investment management industry. Experience with institutional investment services is a plus. Additionally, enrolling in advanced financial courses like CFA or CFP can enhance your application, alongside exceptional analytical, communication, and organizational skills.

Mackenzie Investments offers a hybrid work environment for the Senior Analyst, National Accounts role. You'll be part of a diverse and inclusive workplace, focusing on continuous learning and skill development. This supportive environment emphasizes employee wellness and encourages candidates from various backgrounds to apply.

Key skills for the Senior Analyst, National Accounts position at Mackenzie Investments include exceptional analytical skills, proficiency in data analysis tools like Morningstar, and strong verbal and written communication skills. You'll also need to demonstrate high organizational capabilities and the ability to manage multiple priorities effectively under pressure.

Mackenzie Investments is committed to employee development through continuous learning opportunities, providing resources to thrive both professionally and personally. You will receive feedback to refine your skills and can benefit from collaborative teamwork, ensuring that your career path as a Senior Analyst, National Accounts is fulfilling and growth-oriented.

In your response, provide specific examples of your past roles and responsibilities in the investment management industry. Discuss any analytical projects you were involved in, emphasizing how your experience aligns with the needs of the Senior Analyst role. Highlight your ability to analyze data and work collaboratively with different teams.

Outline your methodical approach to data analysis, including how you gather and assess relevant dealer-specific data. Share examples of how you've utilized insights to inform strategies or decisions within your previous roles, showcasing your analytical skills and ability to leverage data for improvement.

Describe your experience in communicating with various departments, such as marketing, finance, and compliance. Discuss specific strategies you employ, such as regular updates, collaborative meetings, or using project management tools, to ensure clear communication and accountability across teams.

Explain your methodology for prioritizing projects by assessing urgency, impact, and alignment with business objectives. Provide an example of a time you effectively managed multiple projects and how you communicated priorities to your team and stakeholders.

Emphasize the importance of collaboration in achieving common goals as a Senior Analyst. Share how you've successfully worked in teams to coordinate strategies or execute projects and how this synergy benefits the overall performance of the National Accounts department.

Discuss your approach to managing client requests, especially under pressure. Illustrate your problem-solving and communication skills, ensuring you convey how you’ve successfully turned challenging situations into opportunities for relationship-building.

Reflect on what excites you about the Senior Analyst position and Mackenzie Investments as a company. Mention their diverse workplace culture, commitment to employee development, and focus on helping clients achieve their financial goals as reasons for your interest.

Provide a detailed account of a project where you played a key role, focusing on what the project's objectives were, your specific contributions, and how the success was measured. Highlight your analytical skills, teamwork, and ability to execute strategies.

Discuss your proficiency in relevant tools and software such as Morningstar, Excel, and other data analysis applications. Provide examples of how you’ve used these tools to drive analysis or streamline processes in previous roles, showcasing your technical skills.

Explain your methods for keeping abreast of industry developments, such as reading financial publications, attending webinars, or engaging in professional networks. Emphasize how this continuous learning informs your approach and supports your effectiveness as a Senior Analyst.