Senior Analyst Institutional Sales & Service
: Job Details :

Grade: P6

Referral Level: Level 1

Division: MI Institutional Sales & Services

Founded in 1967, Mackenzie Investments is a leading Canadian global asset manager headquartered in Toronto, with additional investment teams in Boston, Dublin, Beijing and Hong Kong. Managing $146 billion in assets, we are committed to delivering strong investment performance and offering innovative portfolio solutions to our clients. Our institutional relationships are built on the experience and unique perspectives gained through more than 40 years working with clients.

We are wholly owned by IGM Financial, one of Canada's premier financial services companies. Through IGM's controlling shareholder, Power Corporation, we have access to partners and expertise from Irish Life, Canada Life, Sagard and Power Sustainable.

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 – 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.

Senior Analyst – Institutional Sales & Service – Boston Office

Mackenzie Investments is accepting applications for the position of Senior Analyst – Institutional Sales & Service based in Boston, MA. The position reports to Vice President, Institutional & Service.

The role focuses on the development of new client relationships and the growth of the firm's assets under management in the United States. The Institutional Sales Associate will be expected to work well in an entrepreneurial environment and support all aspects of the institutional distribution process including direct prospect sales, consultant relations, and client service.

The ideal candidate possesses strong presentation and decision-making skills and is extremely detail oriented, passionate about investments, a strong team player, persistent, and self-motivated.

Primary Responsibilities:

• Assist with all sales activities focused on institutional prospects, consultants, and clients
• Collaborate with teams across the Mackenzie organization to further the team's sales goals
• Research institutional prospect and consultant organizations to identify new business opportunities and correct points of contact for sales activity
• Prepare pre-meeting briefs and coordinate meeting follow up
• Assist with scheduling of meetings, road shows, and pre-conference preparation
• Monitor all RFP/RFI deadlines. Assist with review of RFPs.
• Manage quarterly mailings and sales campaigns
• Become power user of eVestment, SalesForce, FinSearches, Dakota, With Intelligence, and IC Research
• Monitor all data sources for public RFPs and opportunities
• Manage internal reporting of meeting, sales funnel, activity, and progress activity captured in SalesForce
• Proactively address problems and propose improvements to improve the overall sales, CRM, and prospect cultivation process

Minimum Requirements:

• Bachelor's Degree required
• Master's degree, CFA, and/or CAIA would be considered an asset
• Knowledge of the institutional investment landscape and experience with active public equity strategies preferred
• Passion for capital markets (stocks/bonds) and investing topics
• Strong written and verbal communication skills
• Self-motivated
• Advanced PC skills including Word, Excel and PowerPoint
• Developed project and time-management skills

Please apply by October 16, 2024.

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.