Senior Manager, Investment Product Specialist

Posted 06 May 2024

Senior Manager, Investment Product Specialist at Mackenzie Investments

Investments Full-time Toronto

Experience: Senior-Level
Education Required: CFA designation, or equivalent
Salary Range: Not Specified

Close date: 19 May 2024

Apply now

Position Description

Grade: P8

Division: MI Products

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments 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.


The Investment Specialist (Sr Investment Product Manager) is a mutual fund product leader and will communicate the complexities and opportunities in Mackenzie’s fund shelf to all stakeholders across the country. The ideal candidate has a strong technical background paired with demonstrated communication skills, spoken, written and via presentation materials. The role requires a nuanced understanding of the value fundamental and quantitative and portfolio management techniques bring, as well as the communication skills to distill that down into meaningful narratives to less technical stakeholders, both internal and external. This position reports to the VP, Senior Investment Director. The Investment Specialist will also provide input and support to strategic direction, develop insights, and interact with the portfolio management teams around the positioning of their products. She/he will play an active and important role in support of Mackenzie’s growth in the following areas:

Revenue Growth

  • Develop messaging and create content to differentiate Mackenzie and explain performance
  • Develop and conduct education/training for client-facing personnel
  • Raise profile of competitive investment strategies or solutions to the client-facing organization
  • Collaborate with client-facing colleagues to develop customized client solutions
  • Provide insight, content and analytics in the completion of highly customized request for proposals (RFPs)
  • Provide portfolio updates including attribution analysis to internal partners
  • Assist Investment Directors and Senior Investment Director in understanding each channel and developing appropriate product tactics

Product Management

  • Collaborate with Investment Directors and Senior Investment Director to create content for presentations to external constituencies
  • Competitive Analysis – Analyzing assets and flows, competitive performance, and positioning; communicating throughout the organization
  • Articulate points of differentiation for Mackenzie products and strategies
  • Marketing support – Creating content for fact sheets, brochures, or web content. Developing story lines for fund positioning, and providing input on public relations, website, sales presentations, and talking points
  • Create new analytical tools and frameworks for understanding the value of the investment products under purview
  • Assist in developing business plans for existing products
  • Product positioning and competitive differentiation; define unique capabilities and benefits/value proposition to effectively retain existing clients
  • Develop and communicate expertise on mutual fund and institutional industry trends
  • Coordinate with portfolio management, sales, and marketing to ensure and communicate consistent product positioning and messaging
  • Develop proactive insights, perspectives, product training, and support to sales teams

Product Development

  • Contribute to work on new product development ideas with the Product Development team
  • Collaborate with product development and portfolio management colleagues to bring new ideas to market
  • Gather and communicate intelligence from client/prospect/consultant meetings
  • Create client-facing enthusiasm for innovative new products

Business Partner

  • Communicate reasons to purchase and portfolio rationale for all products under purview, including representing the funds to external audiences through written pieces or presentations to advisors and/or their clients.
  • Client advocate within the organization
  • Comprehensive knowledge of investment philosophy, process, performance and research
  • Strong capital market knowledge combined with the ability to interpret and communicate the impacts to investment performance
  • Understand investment strategies, performance, and attribution analysis
  • Develop deep partner relationships with all Mackenzie functional units

Please visit our career page by clicking on the following link:

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

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.

Please apply by May 20, 2024.

Required Skill / Experience


  • Strong business acumen with the ability to gain insight from business results and articulate best courses of action.
  • The ideal candidate will have 5-7 years of relevant technical experience, product research and/or leadership in asset management or wealth management businesses.
  • Demonstrated persuasive writing and presenting ability, including the ability to communicate effectively to technical and non-technical audiences alike
  • Strong investment knowledge of capital markets and asset management
  • Skill to manage multiple constituent relationships within the organization
  • Excellent interpersonal skills, including excellent communication skills and product knowledge
  • Poise, judgment, and gravitas to represent Mackenzie with clients and prospects
  • Must be a self-starter who is achievement-oriented, motivated and has proven problem-solving skills in a client service role coupled with creative solutions
  • Strong attention to detail with the ability to manage multiple tasks simultaneously
  • Excellent knowledge of Morningstar, FactSet, and Bloomberg are assets
  • CFA designation, or equivalent
  • The role is primarily in English; however, French language skills highly valued

Values and Personal Attributes

  • Analytical, strategic thinker
  • Ability to build relationships internally with all levels
  • Comfort with ambiguity
  • Flexible - comfort managing multiple complex tasks at once; prioritizing
  • Creative, entrepreneurial spirit
  • Ability to implement – not just analyze
  • Intellectual rigor
  • Team-oriented mindset
  • Warm, friendly, collegial, and approachable
  • Ability to relate well to all kinds of people
  • Energetic leader
  • Client-focused
  • High integrity
  • Detail-oriented
  • Accountable

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