Job DescriptionReferral Level: Level 1The RoleReporting to the VP, Portfolio Construction, the successful applicant will support senior members of the team who lead our efforts with regards to investment strategy and portfolio construction.Key responsibilities:- Provide assistance and support to senior team members who specialize in the areas of investment strategy and portfolio construction.
- Contribute to the development of clear, consistent narratives that align Investments Specialists and Strategists, with Sales. Ensure strategies are accurately positioned and output is practically usable in client conversations. Anchor work in the guided portfolios and 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) to produce thought leadership outputs (e.g., weekly chart packages) that articulate 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, with a 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.)
- Ability to create PowerPoint presentations with clear messaging, supported by sound analysis.
- Articulate in communicating with all levels of management.
- Ability to write and present concisely and persuasively.
Additional skills and qualifications- Seen as a source of information and influence in industry and competitive research information, having 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.
- A university degree in a business or finance-related discipline.
- 2+ years of increasing experience in research and analysis in a financial services environment (preferably in the investment/asset management industry) with experience in development of research methodology, competitive product and industry level research as well as experience in report-writing and in making presentations to senior management.
- Expertise with Microsoft Office applications, e.g. PowerPoint, Excel, Word, Visio, and Outlook.
- Familiarity with Tableau a plus.
- Enrollment in the CFA program is an asset.
The expected annual base salary range for this role is $86,500 - $105,000 which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.
Benefits: - COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
- EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
- RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.
- WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
- INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to
https://www.mackenzieinvestments.com/en/careers.
Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.
Please apply by November 16 2026.
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