Senior Portfolio Analyst

2 months ago

Toronto, Ontario, Canada Mackenzie Investments Full time
About the Role

Mackenzie Investments is seeking a highly skilled Portfolio Analyst to join our team in Investment Performance Reporting. As a key contributor, you 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
  • Validate daily accounting data and review rate of return calculations to ensure accuracy and completeness.
  • 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 to support business decision-making.
  • Develop and modify procedures to enhance the performance reporting process and improve data quality.
  • Support the management of data as a key asset that facilitates effective decision-making.
  • Assist with project work, including analysis and/or testing, to ensure the delivery of high-quality results.
  • Manage performance and analytics data delivery to meet business requirements.
  • Build data pipelines to feed downstream applications or other use cases.
  • Create Tableau dashboards for internal stakeholders to provide insights and support business decisions.
Requirements
  • A university degree in a business, technology, or finance-related discipline.
  • Working towards or completion of a professional designation (CFA, CIPM).
  • 2-5 years of relevant experience within a data analytics or performance measurement group.
  • Solid analytical and data management skills, with a strong understanding of performance measurement principles.
  • Advanced proficiency in Python, SQL, VBA, and other programming languages.
  • Self-motivated, flexible, adaptable, and demonstrates initiative.
  • Strong problem-solving skills and attention to detail.
  • Excellent written and verbal communication skills.
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. We are committed to delivering exceptional investment performance and providing our clients with a high level of service and support.

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