Chief Investment Officer jobs in Canada

Job Description

Grade: P8

Referral Level: Level 1

Division: MI Products

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.

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.

The Product Development Team at Mackenzie Investments is currently accepting applications for the position of a Senior Manager, Alternative Product Development. Reporting to the AVP, Alternative Product Development, this individual will be responsible for the following activities:

Responsibilities

1. Oversee comprehensive competitive and industry analyses to support the development of all new product initiatives, ensuring alignment with market trends and company objectives.
2. Support the AVP, Alternative Product Development, in evaluating, developing, and supporting new product initiatives.
3. Lead efforts in obtaining necessary approvals, coordinating product launches, and conducting training sessions for new alternative products.
4. Lead and collaborate with cross-functional teams to execute launch strategies, resolve issues, and partner with product managers to drive successful implementation.
5. Manage and support the administration of Mackenzie’s alternative investment funds, including interval funds, offering memorandum products, and liquid alternative funds.
6. Oversee the management of capital commitments and capital calls for Mackenzie’s private asset products.
7. Provide continuous support, knowledge, and training to the Sales Team regarding product structures and investment solutions.
8. Lead the development and direction of research initiatives aimed at enhancing and maintaining Mackenzie’s current alternative products while spearheading the ideation and development of new product offerings.
9. Track and analyze product launches, monitoring growth and performance across various jurisdictions, and making strategic adjustments as needed.
10. Review and interpret external research reports, effectively communicating findings and insights to internal stakeholders to inform strategic decisions.
11. Communicate ad hoc research and analysis insights to stakeholders to support their decision-making processes.
12. Create and deliver presentations for senior management to facilitate communication and support strategic decision-making.
13. Provide key industry decision-making reports and analytics, along with product-level competitive intelligence, to ensure a continuous flow of information supporting innovation.
14. Lead and coordinate project management efforts for new and ongoing initiatives, ensuring alignment with strategic objectives and timely execution.

Qualifications

1. Undergraduate or graduate degree in Finance or Business; CFA designation is an asset.
2. 6 – 10 years of experience within Product Development in the Financial Services industry, with a proven track record of leadership and strategic influence.
3. In-depth understanding of the financial services industry and the global/domestic competitive landscape for retail, strategic alliances, and institutional business lines.
4. Strong working knowledge of capital markets, asset categories, and alternative investment products.
5. Extensive knowledge of investment industry products and services, as well as distribution channels.
6. Exceptional ability to build and maintain relationships with teams across the organization.
7. Strong organizational and prioritizing skills with the ability to manage multiple complex projects simultaneously.
8. Demonstrated ability to innovate and maintain attention to detail.
9. Advanced proficiency in MS Office (Excel and PowerPoint), Bloomberg, and Morningstar Direct.

Analytical Skills

1. Ability to apply advanced analytical methods to support decision-making and strategy formulation.
2. Proficient in using a variety of analytical tools for financial analysis.
3. Apply sound judgment in constructing analysis and formulating recommendations.
4. Resourceful and creative in solving new or non-recurring problems through well-supported analysis and business acumen.
5. Strong interest in business unit analysis and review, including financial analysis modeling.

Presentation and Communication Skills

1. Ability to create compelling PowerPoint presentations with clear messaging and sound analysis.
2. Maintain a professional manner in dealing with both internal and external clients.
3. Articulate in communicating with all levels of management and skilled in concise and persuasive writing.

Project Management Skills

1. Capable of coordinating resources from across the company for large-scale projects.
2. Timeline-driven with a consistent track record of meeting deadlines.
3. Comfortable handling multiple concurrent problems and priorities.

Please apply by January 7, 2025.

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.