Senior manager, Investment Specialist

Job Description

COMPANY: Mackenzie Investments

DEPARTMENT: Product

POSITION: Senior Manager, Investment Specialist

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.

At Mackenzie Investments, we believe being invested starts with our people. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

The Senior Manager, Investment Specialist is an investment professional responsible for developing and representing deep expertise in Mackenzie investment strategies and translating that expertise into clear, differentiated and decision-useful insights for clients, Sales, Product and other functional teams at Mackenzie.

This role requires highly advanced knowledge of investment management, including investment philosophy and process, portfolio construction, positioning, performance and attribution, combined with the judgment and communication skills to translate complex investment concepts for a range of audiences.

Working closely with Portfolio Managers, the Investment Specialist owns the accurate and effective representation of assigned strategies across the organization and externally, including explaining performance, portfolio positioning and investment decisions through changing market environments. Operating with a high degree of independence, the Senior Manager is expected to anticipate stakeholder needs, resolve complex investment and operational issues, and continually improve how investment insights and expertise are delivered and scaled across the organization.

The Senior Manager, Investment Specialist will contribute to Mackenzie's growth in the following areas:

Investment Representation and Boutique Alignment

• Develop and maintain deep expertise in the investment philosophy, process, portfolio construction, positioning and performance of assigned investment strategies.
• Work closely with Portfolio Managers to understand investment decisions, portfolio activity, positioning and views on relevant market developments.
• Own the accurate and consistent representation of assigned investment strategies across internal and external audiences.
• Explain investment performance and attribution, including the portfolio decisions and market factors driving results.
• Translate complex investment insights into clear, differentiated narratives that are relevant and useful to clients, Sales, Product and other stakeholders.
• Ensure investment content and messaging remain aligned with Portfolio Manager views and investment team expectations.
• Represent assigned strategies confidently through changing market and performance environments, including periods of challenging performance.

Sales Partnership and Client Engagement

• Build strong, responsive partnerships with Sales and serve as a resource for assigned strategies.
• Translate investment expertise into practical guidance that supports advisor and client conversations, investment positioning and business development.
• Proactively understand Sales priorities, client needs, objections and demand signals and determine where Investment Specialist expertise can have the greatest impact.
• Develop and deliver investment and product education and training that strengthens Sales understanding of investment strategies and their points of differentiation.
• Support advisor and client meetings requiring deeper investment expertise and respond to sophisticated investment questions from clients, consultants and Distribution.
• Provide timely, targeted and relevant support, prioritizing quality and impact over volume.
• Help Sales understand the investment rationale for strategies, their relevant applications and how they may contribute within client portfolios.

Portfolio Construction Enablement

• Develop clear perspectives on how assigned strategies may contribute within portfolios, including their positioning, exposures, investment characteristics and potential role in asset allocation.
• Support the appropriate representation of boutique investment mandates within Guided Portfolios and their positioning within GIC views.
• Deliver accurate, timely and high-quality investment and product content for Retail and Institutional audiences.
• Develop and maintain portfolio commentaries, QFRs, MFRPs, presentations and other required investment materials.
• Clearly articulate investment performance, portfolio positioning, investment rationale and relevant market developments across materials.
• Support Institutional Sales with RFI and DDQ responses, presentation materials and other investment-related client and prospect requirements.
• Participate in institutional due diligence, client meetings and presentations where deeper strategy expertise is required.
• Coordinate effectively with Portfolio Managers, Sales, Product and other stakeholders to ensure the accuracy, consistency and timely delivery of investment materials.

Operational Excellence, Process Improvement and Innovation

• Identify and resolve operational issues and opportunities that affect the quality, timeliness or scalability of investment support.
• Improve how investment information is developed, coordinated, shared and used across Investment, Product and Sales teams.
• Develop and implement processes, tools and frameworks that improve consistency, quality and efficiency.
• Leverage data, technology and AI appropriately to enhance productivity, quality and scalability.
• Contribute to cross-functional initiatives and work effectively across organizational boundaries to resolve complex problems.
• Challenge existing approaches where appropriate and identify better ways to deliver and scale Investment Specialist expertise.

Qualifications

• 5+ years of relevant experience in asset management, wealth management, investment research, investment product management or a related investment role.
• Highly advanced knowledge of capital markets, investment management and investment strategies.
• Strong understanding of investment philosophy and process, portfolio construction, positioning, performance and attribution.
• Demonstrated ability to analyze investment strategies and translate complex investment information into clear and practical conclusions.
• Excellent written and verbal communication skills, including the ability to communicate effectively with both technical and non-technical audiences.
• Strong presentation skills and the poise, judgment and credibility to represent Mackenzie with advisors, clients, consultants and prospects.
• Demonstrated ability to build strong relationships with Portfolio Managers, Sales and other internal stakeholders.
• Strong judgment and demonstrated ability to independently manage complex assignments and competing priorities.
• Proven problem-solving skills, including the ability to identify opportunities and develop practical solutions where established approaches may not be sufficient.
• Strong attention to detail and commitment to accuracy and quality.
• Experience with Morningstar, FactSet and Bloomberg is an asset.
• CFA designation preferred.
• The role is primarily in English; French-language skills are highly valued.

Values and Personal Attributes

• Strong investment curiosity and intellectual rigor
• Analytical and strategic thinker
• Sound judgment and independent decision-making
• Client-focused
• Collaborative and team-oriented
• Strong relationship builder
• Comfortable with ambiguity and complexity
• Proactive and accountable
• Able to move effectively from analysis to execution
• Creative and solutions-oriented
• Highly organized and detail-oriented
• Able to prioritize effectively across competing demands
• High integrity

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

• EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.

• WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.

• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

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

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Please apply by November 27, 2026.

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