Asset & Investment Analyst

2 weeks ago


Vancouver, Canada Mackenzie Investments Full time
Level 1

Division: MI Investments Equities

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. strong>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.

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.

We are hiring an investment analyst to join our team. strong>

  • Adhere to a disciplined and integrated investment process that seamlessly incorporates ESG analysis with fundamental equity analysis
  • Conduct research across equity sectors to contribute well formulated investment recommendations to optimize portfolio performance and manage risk
  • Lead stewardship initiatives on your company coverage aligned with the team’s strategic engagement priorities

The ideal candidate will have:

  • 4-7 years of relevant experience
  • CFA designation
  • A passion for integrating sustainable investing across the investment process
  • Well-developed communication skills to successfully collaborate within a small, high-performance team
  • Strong problem solving and critical thinking skills
  • Proven ability to develop, articulate and present comprehensive investment recommendations culminating in a detailed investment thesis
  • A willingness to apply your research toolkit across sectors and geographies

Values and Personal Attributes:

  • Analytical, natural curiosity, innovative and creative thinker
  • Passionate about making a positive impact on society and the environment
  • Comfortable managing multiple complex tasks at once;

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