Description
Grade: E11 Referral Level: Level 3 Division: MI SRI Investing 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 working remotely, 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. Sustainable Investing is a strategic focus for Mackenzie. The Sustainability team is a Centre of Excellence that enables a range of innovative sustainable investment products, solutions, and services. This range covers the spectrum of sustainable strategies including ESG integration, screening, best in class strategies, and thematic investing. In addition, this team provides ESG expertise to develop and align firm-wide perspectives, supports investments teams to uniquely leverage ESG insights through integration and active ownership, and to reinforce Mackenzie’s commitment to sustainability to clients, advisors, and communities. The Sustainability team is currently recruiting for VP, Stewardship and Disclosure to lead active ownership, data enablement, and reporting initiatives for Mackenzie. The role covers our interactions with the companies in which we invest and with other external parties that impact the sustainability, as well as client and corporate reporting. Stewardship across our investments (or companies in our funds) includes meeting with companies that present high risks to the value that we can deliver to our clients to proxy voting guidelines to address those risks. This role will support Mackenzie’s ambition to be a leading asset manager in sustainability through its transparent practices and diverse range of sustainable investment strategies. This role reports to the SVP, Sustainability, Client Experience, and Marketing and interacts with the most senior levels of colleagues across Mackenzie, including investment teams and the executive committee. Responsibility/Key Accountabilities: Leading stewardship strategy and capability developmentDevelop stewardship strategies and priorities that support Mackenzie’s boutique structureLead the planning of new capabilities required to enable leading practices in stewardshipPartner with investment teams to provide advice and guidance as they engage with company management and board membersLead firmwide engagements focusing on Mackenzie’s greatest risks and opportunitiesRefresh our proxy voting guidelines annually, aligning with market trendsLead and develop a team of stewardship experts to realize their own as well as Mackenzie’s sustainability aspirationsDevelop best practices, training, and / or playbook to advance the stewardship activitiesLeading the implementation of ESG data infrastructureLead the strategic direction and prioritization of the ESG / sustainability data infrastructure, ensuring capability development is aligned with client and regulatory expectationsPartner closely with the data office and mid office teams to uncover synergies and streamline development effortsLead the process of taking requirements from stakeholders, all the way to working with developers ensuring solutions are delivered as requestedLead the design and development of proprietary data analysis, supporting Mackenzie’s risks and opportunity management.Leverage data and AI to accelerate and scale the sustainability research process in support of firmwide and boutique level risksGenerate Sustainability insights tailored to Mackenzie’s diverse range of investment strategiesLead and develop team of product owners / data experts that will support the implementation and maintenance effortsLeading disclosure and oversight effortsLead the planning and oversight of sustainability reporting and transparency across all channels, including external website, employee intranet, etc.Supporting oversight of investment and corporate practices ensuring adherence to regulation and protecting the firm against greenwashingDevelop and manage a systematic approach to annual sustainability and sustainable investing reporting across relevantESG topics or themes within Mackenzie’s sustainability strategyUnderstand and position the evolving regulations, standards and frameworks for sustainability reporting and transparencyPartner with Investment Management, Legal & Compliance, Product, Funds Operations and Marketing to ensureMackenzie’s relevant policies and practices adhere to standardsPeople leader accountabilityLead and develop team of 9-10 sustainability expertsQualification:BComm, plus CFA or CPA15+ years within understanding of asset management with a focus in sustainable investing Visionary, able to articulate a strategy, bring it to life and deliver with excellence.Strong people leadership skills, inspire, motivate and develop a teamDrive collaboration and communication across the organization and influence at every levelInstigate and drive positive change, leading multifunctional teams through transformation supporting them to operate effectively through periods of significant changeEffective senior stakeholder management and able to operate across matrix organizationsInfluencing and negotiating skillsStewardship best practicesRegulatory and client reportingUnderstating of ESG data and analytics Materiality assessmentsRegulatory reporting frameworks: CSDR, CSSB, ISSB, SFDRDevelopment of ESG taxonomiesPlease 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 January 29, 2025. #LI-JS2 #LI-Hybrid
