Job Description
Grade : P6
Division : MI Products
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.
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.
Position
The Associate Investment Product Manager will be a member of the Product Intelligence Team within Mackenzie’s Product division.
The team is accountable to deliver fund insights, marketing collateral, competitive intelligence, and broad perspective on Mackenzie’s funds, in both business and competitive contexts.
The team maintains accountability for information flow on the fund products in market, builds and maintains information systems to support that flow, and supports Mackenzie’s product strategy to Product leaders through continuous measurement and analysis of various success metrics.
The Associate Investment Product Manager will provide fund information from all asset classes in both Retail and Institutional equity, fixed income and balanced and help in projects aimed at improving the quality and delivery of information and insights to business stakeholders.
Business stakeholders include the distribution team, marketing team and product team. Naturally hard-working and takes pride in producing excellent work, the ideal candidate seeks to develop market and business acumen, seeks continuous improvement, and has aptitudes for dynamic problem solving, communication, and relationship management.
Key drivers of success include :
Product Management
- Collaborate with Product Managers and Investment Directors to create content for presentations to external constituencies
- Competitive Analysis Analyzing assets and flows, competitive performance, and positioning; communicating throughout the organization
- Assist or identify points of differentiation for Mackenzie products and strategies in the Institutional and Retail space
- Marketing support Assist or create content for fact sheets, brochures, or web content. Assist Investment Directors to develop story lines for fund positioning, and provide input on public relations, website, sales presentations, and talking points
- Assist in creating new analytical tools and frameworks
- Product positioning and competitive differentiation; define unique capabilities and benefits / value proposition to effectively retain existing clients
- Coordinate with portfolio management, sales, and marketing to ensure and communicate consistent product positioning and messaging
- Assist Product managers in developing proactive insights, perspectives, product training, and support to sales teams
Business Partner
- Client advocate within the organization
- Comprehensive knowledge of investment philosophy, process, performance and research
- Strong capital market knowledge combined with the ability to interpret and communicate the impacts to investment performance
- Understand investment strategies, performance, and attribution analysis
- Develop deep partner relationships with all Mackenzie functional units
Product Development
- Occasionally contribute to new product development ideas
- Collaborate with product development and portfolio management colleagues to bring new ideas to market
- Create client-facing enthusiasm for innovative new products
Qualifications
- The ideal candidate will have at least 3-4 years of relevant experience
- Some knowledge of financial markets and asset management business
- Skill to manage multiple constituent relationships within the organization
- Excellent interpersonal skills, including excellent communication skills and product knowledge
- Must be a self-starter who is achievement-oriented, motivated and has proven problem-solving skills in a client service role coupled with creative solutions
- Strong attention to detail with the ability to manage multiple tasks simultaneously
- CFA designation, is an asset
- Fluency in French is an asset, but not essential
Values and Personal Attributes
- Perpetual learner
- Comfort with ambiguity
- 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
- Client-focused
- High integrity
- Detail-oriented
- Accountable