Join Mackenzie Investments as a Senior Portfolio Analyst in Toronto, specializing in advanced portfolio analytics and automation. This hybrid role focuses on data-driven solutions enhancing investment reporting.
As part of the Portfolio Analytics team, you'll support data quality, reconciliation, and reporting processes. Your role will involve optimizing workflows using Python and SQL while developing insightful dashboards for decision-making. A collaborative environment encourages continuous learning and skill enhancement among colleagues.
Key Responsibilities:
• Produce and validate investment portfolio analytics reports
• Conduct thorough data validation and quality checks
• Design automation processes using Python and SQL




• Build user-friendly dashboards for self-service reporting
• Troubleshoot complex reporting and data issues
Requirements:
• Degree in business, finance, or computer science
• Relevant experience (2-5 years) in analytics or reporting automation
• Proficient in SQL and Python for automation tasks
• Robust analytical and problem-solving capabilities
• Excellent communication to explain technical details
Utilize your analytics expertise to streamline operations and improve financial reporting processes at Mackenzie Investments.
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📌 Senior Portfolio Analyst Role at Mackenzie (Toronto)
🏢 Mackenzie Investments
📍 Toronto