Strategic Portfolio Development Director
6 days ago
Mackenzie Investments is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.
Job DescriptionThe Investment Director, Alternatives, will play a crucial role in differentiating Mackenzie's liquid alternatives and private market solutions and driving growth of Mackenzie's alternative strategies in the Canadian market.
Key Responsibilities:- Develop and conduct competitive analysis to drive product positioning and differentiation
- Communicate expert insights on alternative investment industry trends to internal and external groups such as prospects, existing clients, advisors, and consultants
- Coordinate with portfolio management, sales, and marketing to ensure consistent product positioning and messaging
- Create new analytical tools and frameworks to support proactive insights, perspectives, product training, and sales team support
- Create content for marketing collateral, including fact sheets, brochures, or web content with the support of the marketing department
Help lead short and long-term business planning, including product lifecycle decisions and associated prioritizations. Analyze assets and flows, competitive performance and impact metrics, pricing, and positioning. Collaborate with product development and portfolio management colleagues to bring new ideas to market. Participate in the completion of Management Reports of Fund Performance (MRFPs).
Requirements:- Strong investment knowledge of capital markets and global asset management trends
- Thorough knowledge of alternative investments and their role in portfolio construction
- Advanced knowledge in analytical and data visualization tools
- Proven client relations skills, including managing multiple constituent relationships within the organization
- CFA required, CAIA designation an asset
- Bilingualism in English and French required to support clients and team members
We offer a highly competitive compensation package, estimated at $150,000 - $180,000 per annum, commensurate with experience.
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