Senior Portfolio Analyst

1 week ago

Toronto, Ontario, Canada Mackenzie Investments Full time

About Mackenzie Investments

Mackenzie Investments is a leading asset management company that provides a broad range of financial planning and investment management services to help Canadians meet their financial goals.

Our company is committed to delivering exceptional investment performance and providing our clients with a holistic asset-management experience.

Job Summary

We are seeking a highly skilled and motivated Senior Portfolio Analyst to join our team. The successful candidate will be responsible for ensuring the timely and accurate reporting of investment performance, managing data delivery, building pipelines and dashboards, automating reports, and supporting the analytics requirements of our business partners.

Key Responsibilities

  • Ensure accurate validation of daily accounting data and review rate of return calculations
  • Review discrepancies, outliers, and liaise with other teams to determine validity and resolve if required
  • Calculate portfolio characteristics and statistics and provide interpretation of these measures
  • Assist in the development of reporting solutions for new products and to enhance offerings for existing complex products
  • Identify, analyze, and resolve data issues related to uniqueness, integrity, accuracy, consistency, and completeness to support business reporting requirements
  • Develop and modify procedures to enhance the performance reporting process
  • Support the management of data as a key asset that facilitates effective decision making
  • Support ad hoc automation, data extraction, and reporting needs as required
  • Research and resolve complex systems issues, including identifying procedural weaknesses
  • Review and verify work of others for accuracy and completeness
  • Assist with project work when required, including analysis and/or testing
  • Manage performance and analytics data delivery
  • Build data pipeline to feed downstream applications or other use cases
  • Create Tableau dashboards for internal stakeholders
  • Scheduling and workflow management

Qualifications

  • A university degree in a business, technology, or finance-related discipline
  • Working towards or completion of a professional designation (CFA, CIPM)
  • 2-5 years relevant experience within a data analytics or performance measurement group
  • Solid analytical and data management skills required
  • Well-versed in performance measurement principles (TWRR vs IRR, chain linking returns, annualizing returns)
  • Good understanding of derivative instruments and complex investment products
  • Advanced proficiency in Python, SQL, VBA, and other programming languages
  • Self-motivated, flexible, adaptable, and demonstrates initiative
  • Strong problem-solving skills
  • Experience with Factset, APIs, Tableau, Linux, and Bloomberg is desired
  • High level of attention to detail, the ability to react positively to changing priorities, and to work as part of a team
  • Excellent written and verbal communication skills

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