Senior Analyst, Institutional Client Service

Job Description

Referral Level: Level 1

The Role:

The Mackenzie Institutional Sales & Service team is accepting applications for the position Senior Analyst, Institutional Client Service to join our Toronto-based team. This role reports to the Director, Institutional Relationship Management.

This is a multi-faceted position supporting institutional client relationships across onboarding, ongoing servicing, and sales enablement. The successful candidate will act as a key liaison between clients, internal stakeholders, and external partners, delivering a high standard of service and operational excellence.

The role requires a strong understanding of institutional client needs, familiarity with investment products and services, and the ability to support complex client relationships in a fast-paced environment.

Key Responsibilities:

• Serve as a primary internal point of contact for an assigned group of institutional client portfolios, responding to inquiries and service requests (e.g., contributions, withdrawals, reporting requests, audits, contract amendments)
• Lead and manage client onboarding and account lifecycle activities, including IMAs, guidelines, and KYC/AML requirements
• Coordinate with internal and external stakeholders to ensure smooth onboarding, transitions, and account closures
• Prepare, review and deliver client reporting and deliverables (monthly, quarterly, annual), ensuring accuracy and timeliness
• Customize client materials and presentations for client meetings
• Coordinate client meeting logistics, including preparation, materials, and follow-ups
• Collaborate with internal teams (Sales, Portfolio Management, Trading, Legal, Compliance, Operations) and external partners (clients, consultants, custodians, transition managers) to resolve issues and deliver solutions
• Maintain and enhance consultant databases (e.g., eVestment, Morningstar), improving data quality and coverage
• Support the preparation of RFPs, RFIs, DDQs, and client presentations as required
• Ensure all client and sales activities are accurately documented in CRM systems (e.g., Salesforce)
• Provide support for ad hoc requests and contribute to team projects and process improvements

Required Qualifications:

• Post-secondary degree in business, finance, or a related field
• 3-5 years of experience supporting institutional clients within an asset management or investment consulting environment
• Experience supporting client relationships, including meeting preparation and due diligence processes
• Strong client service orientation with the ability to manage complex and time-sensitive requests
• Excellent written and verbal communication skills
• Highly organized with strong attention to detail and the ability to manage multiple priorities
• Proven ability to work effectively under pressure in a fast-paced, team-oriented environment
• Successful completion or progress toward the Canadian Securities Course (CSC) or an equivalent industry-recognized investment designation (e.g., IFIC, CFA, CIM)
• Advanced proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint

Preferred Qualifications:

• Completion of, or progress toward, the Chartered Financial Analyst (CFA) designation and/or Chartered Investment Manager (CIM) designation considered an asset
• Experience with Salesforce and eVestment platforms preferred

The expected annual base salary range for this role is $72,500- $91,000 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).

*Some roles will have their own benefits and please call those benefits out wherever applicable (some examples as below).

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.

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Please apply by November 23 2026.

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