Investment Director, Alternatives

1 month 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.

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