Job Description

Referral Level: 1

Location: Toronto

Role Overview

Reporting to the Director, Portfolio Analytics, the Senior Portfolio Analyst will be a key contributor on the team responsible for delivering timely, accurate and scalable portfolio analytics, reporting and data solutions. This role combines core portfolio analytics, reconciliation and data quality responsibilities with a stronger focus on automation, dashboard development, Python and SQL, and AI-enabled ways of working. The successful candidate will help modernize reporting processes, improve control and transparency, and build reusable tools that support business partners across Mackenzie and Investors Group.
Key Responsibilities

• Portfolio analytics, reporting and reconciliation: Support the production, validation and delivery of investment performance, portfolio characteristics, analytics and related reporting outputs.
• Data validation and quality control: Ensure accurate validation of daily accounting, holdings, returns and analytics data; investigate discrepancies, outliers and data breaks; and liaise with internal teams to resolve issues.
• Automation and process improvement: Design, build and maintain Python, SQL and other automation scripts to streamline recurring reporting, reconciliation, data extraction, exception monitoring and quality control processes.
• Dashboard development: Build and enhance dashboards and self-serve reporting solutions that improve visibility into portfolio analytics, data quality, reconciliation status, operational metrics and business trends.
• AI-enabled productivity: Use approved AI tools to support analysis, documentation, script development, testing and process improvement, while applying appropriate judgement, review and control standards.
• Issue resolution: Research and resolve complex data, reporting and systems issues, including identification of root causes, procedural weaknesses and opportunities for automation.
• Control and documentation: Maintain clear process documentation, control evidence, data lineage notes, test cases and change records for automated solutions and recurring deliverables.
• Quality review: Review and verify work completed by others for accuracy, completeness, consistency and adherence to control standards.
• Project support: Contribute to project work, including requirements gathering, data analysis, user acceptance testing, dashboard prototyping and implementation support.

Required Qualifications and Experience

• University degree in business, finance, computer science, data analytics or a related discipline.
• 2-5 years of relevant experience in portfolio analytics, performance measurement, investment operations, data analytics, reporting automation or a related function.
• Strong portfolio accounting knowledge and demonstrated analytical skills.
• Practical experience with SQL for data extraction, validation, reconciliation and analysis.
• Practical experience with Python or a comparable programming language for automation, data manipulation, reporting or workflow improvement.
• Experience building dashboards, management reporting or self-serve analytics using tools such as Power BI, Looker, Tableau or similar platforms.
• Strong problem-solving skills with the ability to investigate data discrepancies, identify root causes and recommend scalable solutions.
• High attention to detail and the ability to balance accuracy, control, timeliness and responsiveness.
• Excellent written and verbal communication skills, including the ability to explain data issues, analytics outputs and technical concepts to business stakeholders.
• Self-motivated, flexible, adaptable and able to demonstrate initiative in a changing environment.

Preferred Qualifications

• Working towards or completion of a professional designation such as CFA or CIPM.
• Well-versed in performance measurement principles, including time-weighted returns, money-weighted/internal rates of return, chain linking and annualized returns.
• Good understanding of derivative instruments, multi-asset portfolios and complex investment products.
• Knowledge of GIPS Standards.
• Experience with FactSet, Eagle, Bloomberg or similar investment data and analytics platforms.
• Experience with SAP HANA, data warehousing, data modelling or enterprise reporting environments.
• Experience using approved AI assistants or code-generation tools to accelerate development, analysis, documentation and testing, with appropriate validation and governance.
• Experience with VBA, Power Automate, Git or other workflow automation and version control tools.

Technical Skills

• Core: SQL, Python, Excel and data validation/reconciliation techniques.
• Dashboarding: Power BI, Looker, Tableau or comparable business intelligence platforms.
• Automation: Scripted data extraction, transformation, exception reporting, scheduled workflows and repeatable control processes.
• AI-assisted development: Ability to use approved AI tools to draft, troubleshoot and improve scripts, queries, documentation and test cases while independently validating outputs.
• Data platforms: Experience with Eagle, SAP HANA, FactSet and Bloomberg experience are assets.

Success Profile

• Brings a control mindset while actively looking for ways to eliminate manual work and reduce operational risk.
• Can translate recurring business problems into practical data, dashboard and automation solutions.
• Uses AI and automation responsibly to improve speed and quality without compromising review, auditability or data confidentiality.
• Builds reusable, well-documented solutions that can be maintained by the broader team.
• Communicates clearly with business partners, technology teams, vendors and senior stakeholders.

Summary of Role Emphasis

This position is intended for a candidate who can support traditional portfolio analytics, performance reporting and reconciliation responsibilities while also helping the team modernize its operating model through AI-enabled analysis, Python and SQL automation, dashboard development and scalable data delivery.

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).

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 June 15 2026.

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