Evaluate investment strategies and Portfolio Manager outcomes at Mackenzie Investments in a hybrid role with three office days weekly.
This Senior Manager role sits within the Product Strategy, Research & Oversight team. You will assess mutual funds, ETFs, and broader investment products using performance, attribution, risk, and portfolio analysis. Your work supports governance decisions, Portfolio Guidelines, and client outcomes across Mackenzie's product shelf.
Key Responsibilities:
- Evaluate strategies, Portfolio Managers, and product outcomes against objectives
- Analyze performance, attribution, risk, holdings, benchmarks, and peer groups
- Investigate emerging concerns and recommend appropriate follow-up actions
- Maintain evaluation standards and monitoring methodologies across the shelf
- Present evidence-based recommendations to committees and senior stakeholders
Requirements:
- Seven or more years of relevant asset-management experience
- Experience evaluating funds, strategies, and Portfolio Managers
- Knowledge of Canadian mutual funds, ETFs, and regulatory frameworks
- Understanding of capital markets, portfolio construction, and investment risk
- CFA designation strongly preferred; advanced training is an asset
Bring rigorous investment analysis, independent judgment, and clear communication to Mackenzie Investments' product oversight mandate.
Senior Investment Manager Oversight in Toronto employer: Mackenzie Investments
Mackenzie Investments is an exceptional employer that fosters a dynamic and inclusive work culture, offering flexible hybrid work arrangements that promote work-life balance. As the Director of Shelf Management Solutions, you will not only lead innovative investment strategies but also have ample opportunities for professional growth and mentorship within a diverse team. Join us to make a meaningful impact in the financial sector while advancing your career in a supportive environment.
