Vice President of Portfolio Management

3 weeks ago

Montreal, Quebec, Canada Mackenzie Investments Full time

Position Overview

Grade: D10

Referral Level: Level 1

Division: MI Investments Fixed Income & MAS

Mackenzie Investments stands as a premier diversified wealth and asset management firm in Canada, overseeing approximately $271 billion in assets. Our mission is to provide a comprehensive suite of financial planning and investment management services, assisting over two million Canadians in achieving their financial aspirations. Our operations are primarily conducted through IG Wealth Management and Mackenzie Investments.

Founded in 1967, Mackenzie Investments operates under IGM Financial's distinctive business model, serving as a holistic asset-management partner for countless Canadian financial advisors and their clients.

Career Development at Mackenzie Investments

We are committed to redefining industry standards, enabling Canadians to thrive in ways that resonate with their values. As part of our organization, you will engage in meaningful work, enhance your skill set, and contribute positively to the lives of Canadians. We take pride in being recognized as one of Canada's Top Employers by Mediacorp Canada Inc.

Our team is dedicated to continuous learning, collaboration, and knowledge sharing. You will flourish in our supportive environment, where curiosity is encouraged, and constructive feedback is provided to refine your skills. We are committed to offering a hybrid work model when feasible.

Mackenzie Investments fosters a diverse workplace, emphasizing inclusivity. We actively encourage applications from all qualified individuals representing the diversity found across Canada.

Position Details

Reporting to the Vice President within the Fixed Income Portfolio Management team, the Associate Vice President will spearhead research initiatives, manage portfolios, and serve as a designated portfolio manager. The role is based in Montreal/Toronto.

Ideal candidates are deeply passionate about portfolio management, innovative, and possess strong decision-making capabilities while maintaining the highest standards of integrity and honesty. They are driven by a commitment to excellence as part of a team striving for industry leadership.

The successful candidate will acquire invaluable knowledge and skills by participating in a team responsible for making investment decisions across various asset classes, geographies, and strategies.

Key Responsibilities

  • Engage extensively in daily portfolio management activities, including Mutual Funds, ETF portfolios, SMAs, and Index Funds.
  • Evaluate the investment merits and risks associated with diverse strategies and concepts.
  • Conduct macroeconomic research across global markets to generate insights and drive alpha.
  • Contribute to investment thought leadership and develop innovative investment solutions tailored to client needs.
  • Prioritize and support the team's sustainability objectives through effective portfolio management and idea generation.
  • Actively participate in discussions regarding the positioning and management of Fixed Income portfolios in collaboration with the Macro team, credit group, and Quants.
  • Represent the Mackenzie Fixed Income team at various functions, including Retail due diligence and Institutional gatherings.
  • Assist the Quebec Sales team by engaging in fixed income discussions with advisors for asset gathering across the province. Frequent travel within the province is anticipated.
  • Prepare commentaries as required for client service purposes.

Essential Qualifications

  • PhD or Master's degree in Finance, Economics, Statistics, Computer Science, or a related discipline.
  • The CFA designation or demonstrated progress towards the CFA is advantageous.
  • A minimum of 5 years of portfolio management and disciplined research experience at prestigious institutions.
  • Strong quantitative background with a profound understanding of market drivers and fundamentals.
  • Proven track record of exceptional performance in managing fixed income, macro, multi-asset, and/or asset allocation mandates.
  • Extensive knowledge of economics, asset pricing, portfolio construction, risk management, and derivatives.
  • Familiarity with programming (Python, R, etc.) and data management software tools (e.g., Tableau and MS Excel); database knowledge (MongoDB, SQL) is a plus.
  • Ability to perform under pressure and meet time-sensitive deadlines.

Skills and Competencies

  • Outstanding analytical and research capabilities.
  • Ability to work autonomously with a high degree of initiative and resourcefulness.
  • Disciplined, analytical approach focused on problem-solving.
  • Capacity to swiftly analyze and interpret large volumes of information.
  • Capability to implement strategies effectively, not just analyze them.
  • Intellectual rigor and curiosity.
  • Strong organizational and prioritization skills.
  • Ability to excel in a collaborative, team-oriented environment.
  • Energetic, client-focused, and high integrity.
  • Excellent oral and written communication skills, comfortable presenting and representing the team.
  • Drive, ambition, and a commitment to continuous improvement.

Accessibility Commitment

Mackenzie Investments is an accessible employer dedicated to providing a barrier-free recruitment experience. If you require accommodation or this information in an alternate format at any stage of the recruitment process, please contact the Talent Acquisition team, who will work with you to meet your needs.

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