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Vice President of Portfolio Management
2 months ago
Position Overview
Grade: D10
Referral Level: Level 1
Division: MI Investments Fixed Income & MAS
Mackenzie Investments stands as a prominent entity in Canada's diversified wealth and asset management sector, overseeing approximately $271 billion in total assets. Our firm is dedicated to delivering a comprehensive suite of financial planning and investment management services, assisting over two million Canadians in achieving their financial aspirations.
As part of IGM Financial's innovative business framework, Mackenzie Investments has been a trusted partner for Canadian financial advisors since its inception in 1967. We pride ourselves on fostering a workplace where careers can flourish with confidence.
Why Choose Mackenzie Investments?
We are driven by a vision and strategy that redefines industry standards, empowering Canadians to succeed in meaningful ways. Our collaborative environment encourages continuous learning, knowledge sharing, and personal growth. We are honored to be recognized among Canada's Top Employers by Mediacorp Canada Inc.
At Mackenzie Investments, we embrace diversity and inclusivity, striving to build a workforce that reflects the rich tapestry of Canada. We welcome applications from all qualified individuals.
Role Summary
Reporting directly 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. This role requires a deep commitment to portfolio management, innovative thinking, and a strong ethical foundation.
Key Responsibilities:
- Engage actively in daily portfolio management tasks, including Mutual Funds, ETF portfolios, SMAs, and Index Funds.
- Evaluate the investment merits and risks associated with various strategies and concepts.
- Conduct macroeconomic research across global markets to generate insights and drive alpha.
- Contribute to investment thought leadership and develop innovative solutions tailored to client needs.
- Support the team's sustainability goals through effective portfolio management and idea generation.
- Collaborate with the Macro team, credit group, and Quants on Fixed Income portfolio positioning and management.
- Represent the Mackenzie Fixed Income team at various industry functions.
- Assist the Quebec Sales team by engaging in fixed income discussions with advisors.
- Prepare commentaries as required for client service needs.
Qualifications:
- PhD or Master's degree in Finance, Economics, Statistics, Computer Science, or a related discipline.
- CFA designation or progress towards it is advantageous.
- A minimum of 5 years of experience in portfolio management and rigorous research at esteemed institutions.
- Strong quantitative skills with a solid understanding of market dynamics and fundamentals.
- Demonstrated success in managing fixed income, macro, multi-asset, and/or asset allocation mandates.
- In-depth knowledge of economics, asset pricing, portfolio construction, risk management, and derivatives.
- Familiarity with programming (Python, R, etc.) and data management tools (e.g., Tableau, MS Excel); database knowledge (MongoDB, SQL) is a plus.
- Ability to perform under pressure and meet tight deadlines.
Skills and Attributes:
- Exceptional analytical and research capabilities.
- Strong initiative and resourcefulness in independent work.
- Disciplined, analytical mindset focused on problem-solving.
- Ability to swiftly analyze and interpret extensive information.
- Capability to implement strategies effectively.
- Intellectual curiosity and rigor.
- Excellent organizational and prioritization skills.
- Ability to thrive in a collaborative, team-oriented environment.
- Client-focused approach with high integrity.
- Strong communication skills, both oral and written.
- Drive and ambition with a commitment to continuous improvement.
Mackenzie Investments is committed to providing an accessible recruitment experience. If you require accommodations or this information in an alternate format at any stage of the recruitment process, please reach out to our Talent Acquisition team.