Investment Director, Alternatives

5 days ago

Montreal, Canada Mackenzie Investments Full time
Job Description

Grade: P9

Referral 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.

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 groups 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.

Responsibilities:

  • Product Management & Strategy:
    • Develop and conduct competitive analysis to drive product positioning and differentiation
    • Articulate points of differentiation for Mackenzie products and strategies
    • Develop and communicate expert insights on alternative investment industry trends
    • Coordinate with portfolio management, sales, and marketing to ensure and communicate consistent product positioning and messaging
    • Create new analytical tools and frameworks and develop proactive insights, perspectives, product training, and support to sales teams
    • Create content for marketing collateral, including fact sheets, brochures, or web content with the support of the marketing department
  • Business Analysis and Revenue Growth:
    • Represent Mackenzie in new business presentations, finals, and portfolio review meetings
    • Help lead short and long-term business planning, including product lifecycle decisions and associated prioritizations
    • Analyze assets and flows, competitive performance and impact metrics, pricing, and positioning
    • Collaborate with client-facing colleagues to develop customized client solutions
  • Thought Leadership:
    • Participate in thought leadership initiatives: writing papers, conference presentations, webinars
    • Present at industry conferences and Mackenzie events as required
  • Product Development:
    • Contribute to new product development ideas with the Product Development team
    • Collaborate with product development and portfolio management colleagues to bring new ideas to market
  • Business Partner:
    • Provide proactive support to sales and marketing teams in positioning products
    • Participate in the completion of Management Reports of Fund Performance (MRFPs)

Qualifications:

  • At least 10+ years of relevant experience.
  • Strong investment knowledge of capital markets and global asset management trends
  • Thorough knowledge of alternative investments and their role in portfolio construction
  • Advanced knowledge in analytical and data visualization tools
  • Proven client relations skills, including the ability to manage multiple constituent relationships within the organization
  • CFA required, CAIA designation is an asset
  • Knowledge of French and English is required to support clients and team members within and/or outside the province of Quebec.

Values and Personal Attributes:

  • Analytical, strategic thinker.
  • Team-oriented mindset.
  • Warm, friendly, collegial, and approachable.

Please apply by November 28, 2024.

#J-18808-Ljbffr

  • Investment Director, Alternatives

    5 days ago

    Montreal, Canada Mackenzie Investments Full time

    Job Description Grade: P9 Referral 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...

  • Investment Director, Alternatives

    1 week ago

    Montreal, Canada Mackenzie Financial Corporation Full time

    Grade: P9 Referral 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...

  • Investment Director, Alternatives

    1 week ago

    Montreal, Canada Mackenzie Financial Corporation Full time

    Grade: P9 Referral 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...

  • Director, Investment

    6 days ago

    Montreal, Canada Mackenzie Financial Corporation Full time

    p>Referral 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...

  • Alternative Investment Professional

    18 hours ago

    Montreal, Quebec, Canada PIMCO Full time

    Role OverviewPIMCO is a leading global investment management firm with deep expertise in fixed income and credit opportunities. We are seeking an exceptional investment professional to join our team in Canada, focusing on the institutional client base.About PIMCOAs a global leader in active fixed income, we have developed a robust USD 150 billion...

  • Senior Director of Private Investments

    3 weeks ago

    Montreal, Quebec, Canada Patrimonica Full time

    Job Title: Senior Director of Private InvestmentsPatrimonica Asset Management Inc. and its Wealth Management Advisory division iNFiNi-t is seeking a Senior Director of Private Investments to join our team.The ideal candidate will have at least 10 years of experience in an external manager selection and due diligence role, with a strong understanding of...

  • Institutional Alternatives Investment Manager

    3 weeks ago

    Montreal, Quebec, Canada PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

  • Senior Investment Analyst

    3 weeks ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    About PSP InvestmentsWe are one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. Our mission is to provide a tailored employee experience and competitive total rewards and benefits package to attract and retain global diverse talent.Job SummaryWe are seeking a Senior Analyst, Public Markets...

  • Senior Investment Analyst

    2 months ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    About PSP InvestmentsPSP Investments is one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police, and the Reserve Force.Our team is responsible for providing key operational support...

  • Senior Investment Analyst

    2 months ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    About PSP InvestmentsPSP Investments is one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police, and the Reserve Force.Our team is responsible for providing key operational support...

  • Senior Director

    5 months ago

    Montreal, Canada Patrimonica Full time

    Located in Montreal, Patrimonica is a multi-Family Office that caters to wealthy individuals and families who are looking for a trusted team to oversee their entire financial situation. Patrimonica offers accounting and tax advisory services, as well as portfolio management services through its subsidiary Patrimonica Asset Management Inc. and its iNFiNi-t...

  • Senior Investment Analyst

    2 months ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    About PSP's Private Debt & Credit Investment (PDCI) GroupPSP's Private Debt & Credit Investment (PDCI) group is a leading investment manager that specializes in providing key operational support to the Capital Markets Alternatives investment team.About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our team. As a Senior Investment...

  • Senior Investment Analyst

    2 months ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    About PSP's Private Debt & Credit Investment (PDCI) GroupPSP's Private Debt & Credit Investment (PDCI) group is a leading investment manager that specializes in providing key operational support to the Capital Markets Alternatives investment team.About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our team. As a Senior Investment...

  • Data Asset Management Director

    3 days ago

    Montreal, Canada Mackenzie Investments Full time

    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.The Investment...

  • Private Markets Investment Manager

    2 months ago

    Montreal, Quebec, Canada Patrimonica Full time

    About the RolePatrimonica, a leading multi-family office in Montreal, seeks an experienced Investment Director to join its Private Markets team. As a key member of the investment team, you will be responsible for identifying and evaluating investment opportunities in private markets, including private equity, real assets, and other alternative...

  • Private Markets Investment Manager

    2 months ago

    Montreal, Quebec, Canada Patrimonica Full time

    About the RolePatrimonica, a leading multi-family office in Montreal, seeks an experienced Investment Director to join its Private Markets team. As a key member of the investment team, you will be responsible for identifying and evaluating investment opportunities in private markets, including private equity, real assets, and other alternative...

  • Institutional Alternatives Manager

    2 months ago

    Montreal, Quebec, Canada PIMCO Full time

    Job Title: Institutional Alternatives ManagerPIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.Job SummaryWe are seeking an exceptional investment...

  • Institutional Alternatives Manager

    2 months ago

    Montreal, Quebec, Canada PIMCO Full time

    Job Title: Institutional Alternatives ManagerPIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.Job SummaryWe are seeking an exceptional investment...

  • Senior Investment Analyst

    2 months ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    About PSP InvestmentsPSP Investments is one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police, and the Reserve Force.About the RoleWe are seeking a Senior Analyst, Public Markets...

  • Senior Investment Analyst

    1 month ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    About PSP InvestmentsPSP Investments is one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police, and the Reserve Force.About the RoleWe are seeking a Senior Analyst, Public Markets...