Description
Grade: P9Referral Level: Level 3 Division: MI-PR 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. The Investment Director, Alternatives, will play a crucial role in differentiating Mackenzie’s liquid alternatives and private market solutions and driving growth of Mackenzie’s alternative strategies in the Canadian market. This role reports to the VP, Senior Investment Director, Alternatives. The Investment Director will be responsible for communicating information about alternative investment strategies to both internal and external group such as prospects, existing clients, advisors, and consultants, will help set strategic direction, will engage in thought leadership, and will interact with the portfolio management teams on a daily basis. The ideal candidate will be a French speaker with native proficiency who has attained deep expertise in liquid alternatives and/or private markets, who can nimbly operate across a variety of asset classes, and who has developed a profile in the Quebec investment industry. The Investment Director will play an active role in supporting Mackenzie’s growth in the following areas: Product Management & Strategy:Develop and conduct competitive analysis to drive product positioning and differentiationArticulate points of differentiation for Mackenzie products and strategiesDevelop and communicate expert insights on alternative investment industry trendsCoordinate with portfolio management, sales, and marketing to ensure and communicate consistent product positioning and messagingCreate new analytical tools and frameworks and develop proactive insights, perspectives, product training, and support to sales teamsCreate content for marketing collateral, including fact sheets, brochures, or web content with the support of the marketing department; develop storylines for fund positioning and provide input on public relations, website, sales presentations, and talking pointsBusiness Analysis and Revenue GrowthRepresent Mackenzie in new business presentations, finals, and portfolio review meetingsHelp lead short and long-term business planning, including product lifecycle decisions and associated prioritizations, with emphasis on the Quebec marketAnalyze assets and flows, competitive performance and impact metrics, pricing, and positioningCollaborate with client-facing colleagues to develop customized client solutionsAttend and present at due diligence or sales events as required, including cross-asset-class presentations at events not specifically related to alternativesProvide portfolio updates to internal and external partnersUnderstand each channel and develop appropriate product strategy, with emphasis on Quebec marketThought Leadership Participate in thought leadership initiatives: writing papers, conference presentations, webinarsPresent at industry conferences and Mackenzie events as requiredCreate content for Mackenzie’s website and other mediaContribute to the direction of Mackenzie marketing themesEstablish and elevate Mackenzie’s reputation in the marketplace, with emphasis on QuebecActively participate in the firm’s PR effortsProduct DevelopmentContribute to new product development ideas with the Product Development teamCollaborate with product development and portfolio management colleagues to bring new ideas to marketGather and communicate intelligence from client/prospect/consultant meetingsCreate client-facing enthusiasm for innovative new productsBusiness PartnerProvide proactive support to sales and marketing teams in positioning products; coordinate with portfolio management, sales, product, and marketing to ensure and communicate consistent product positioning and messagingPartner with marketing to create marketing collateral, including content for fact sheets, brochures, or web content with the support of the marketing department; develop storylines for fund positioning and provide input on public relations, website, sales presentations, and talking pointsProactively respond to request-for-proposals (RFPs) and due diligence questionnaires (DDQs)Support the development of institutional product pieces, including pitchbooks, impact reports, and product profilesDevelop deep partner relationships across Mackenzie functional unitsParticipate in the completion of Management Reports of Fund Performance (MRFPs).Understand investment strategies, performance, impact, and attribution analysis.Proactively update monthly commentaries and Portfolio Manager presentations.QualificationsAt least 10+ years of relevant experience.Strong investment knowledge of capital markets and global asset management trendsThorough knowledge of alternative investments and their role in portfolio constructionAdvanced knowledge in analytical and data visualization toolsProven client relations skills, including the ability to manage multiple constituent relationships within the organizationAbility to command respect from the external investment community, including clientsExcellent interpersonal skills, including excellent communication skills and product knowledgePoise, judgment and gravitas to represent Mackenzie with clients and prospectsComfortable working autonomously with a builder mindsetStrong attention to detail with the ability to manage multiple tasks simultaneouslyProven organizational skillsStrong strategic thinking, problem-solving, analytical, and critical thinking skillsExperience with Tableau, eVestment, Morningstar Direct, Preqin and Bloomberg is preferredCFA required, CAIA designation is an assetSome travel will be requiredThis position will be based in MontrealKnowledge of French and English is required to support clients et Team members within and/ or outside the province of Quebec.Values and Personal AttributesAnalytical, strategic thinker.Ability to build relationships internally with all levels.Flexible – comfort managing multiple complex tasks at once; prioritizing.Creative, entrepreneurial spirit.Ability to implement – not just analyze.Intellectual rigor.Team-oriented mindset.Warm, friendly, collegial, and approachable.Ability to relate well to all kinds of people.AccountablePlease 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 Novembre 28, 2024. #LI-JS2 #LI-Hybrid