Associate Investment Product Manager

Job Description

Grade: P6

Referral Level: Level 1 

Division: MI-PR

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 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.  

The Associate Manager will be a member of the Product Intelligence Team within Mackenzie’s Product division. The team is accountable to deliver fund insights, marketing collateral, competitive intelligence, and broad perspective on Mackenzie’s funds, in both business and competitive contexts. The team maintains accountability for information flow on the fund products in market, builds and maintains information systems to support that flow, and supports Mackenzie’s product strategy to Product leaders through continuous measurement and analysis of various success metrics.

The Associate Manager will provide fund information from all asset classes in both Retail and Institutional – equity, fixed income, balanced, ETFs, alternatives, and SRI – and help in projects aimed at improving the quality and delivery of information and insights to business stakeholders.  Business stakeholders include the distribution team, marketing team and product team. Naturally hard-working and takes pride in producing excellent work, the ideal candidate seeks to develop market and business acumen, seeks continuous improvement, and has aptitudes for dynamic problem solving, communication, and relationship management. Key drivers of success include:

Product Management

• Collaborate with Product Managers and Investment Directors to create content for presentations to external constituencies
• Competitive Analysis – Analyzing assets and flows, competitive performance, and positioning; communicating throughout the organization
• Assist in articulating points of differentiation for Mackenzie products and strategies in the Institutional and Retail space
• Marketing support – Assist in creating content for fact sheets, brochures, or web content. Assist Investment Directors to develop story lines for fund positioning, and provide input on public relations, website, sales presentations, and talking points
• Assist in creating new analytical tools and frameworks
• Product positioning and competitive differentiation; define unique capabilities and benefits/value proposition to effectively retain existing clients
• Coordinate with portfolio management, sales, and marketing to ensure and communicate consistent product positioning and messaging
• Assist Product managers in developing proactive insights, perspectives, product training, and support to sales teams

Product Development

• Occasionally contribute to new product development ideas
• Collaborate with product development and portfolio management colleagues to bring new ideas to market
• Create client-facing enthusiasm for innovative new products

Business Partner

• Client advocate within the organization
• Comprehensive knowledge of investment philosophy, process, performance and research
• Strong capital market knowledge combined with the ability to interpret and communicate the impacts to investment performance
• Understand investment strategies, performance, and attribution analysis
• Develop deep partner relationships with all Mackenzie functional units

Qualifications

• The ideal candidate will have at least 2-4 years of relevant experience.
• Some knowledge of financial markets and asset management business
• Skill to manage multiple constituent relationships within the organization
• Excellent interpersonal skills, including excellent communication skills and product knowledge
• Must be a self-starter who is achievement-oriented, motivated and has proven problem-solving skills in a client service role coupled with creative solutions
• Strong attention to detail with the ability to manage multiple tasks simultaneously
• CFA designation, is an asset
• Fluency in French is an asset, but not essential

Values and Personal Attributes

• Perpetual learner
• Problem Solver
• Comfort with ambiguity
• Flexible - comfort managing multiple complex tasks at once; prioritizing
• Creative, entrepreneurial spirit
• Ability to implement – not just analyze
• Intellectual rigor
• Team-oriented mindset
• Warm, friendly, collegial, and approachable
• Ability to relate well to all kinds of people
• Client-focused
• High integrity
• Detail-oriented
• Accountable

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 April 10, 2025. 

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