Senior Investment Analyst - Canadian Equities (Winnipeg)

Senior Investment Analyst - Canadian Equities (Winnipeg)

15 Sep
|
CFA Institute
|
Winnipeg

15 Sep

CFA Institute

Winnipeg

Mackenzie Investments 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 You Can Build

Your Career with Confidence. 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.

Experience the best of both worlds with our hybrid work setting, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! We are seeking a Senior Investment Analyst to join our Canadian Equities team with primary coverage responsibility for Canadian sector coverage. You will work closely with the portfolio management team, contributing directly to investment decisions across our Canadian equity mandates.

Develop and maintain deep, differentiated investment theses across an assigned coverage universe within the Canadian equity market. Conduct rigorous bottom-up fundamental analysis, including financial modelling, valuation work, and scenario analysis. Leverage a broad set of analytical tools, alternative data, and proprietary frameworks to enhance the depth and originality of your research.

Identify and monitor key variant perceptions, catalysts, and risk factors across your coverage universe. Produce well-structured, clearly written investment notes and recommendations for presentation to the portfolio management team and investment committee. Participate actively in investment committee discussions,



contributing to debate on portfolio positioning and sector views.

Support portfolio risk monitoring by tracking developments across holdings and providing timely updates on material changes. Attend industry conferences, company site visits, and earnings calls to develop on-the-ground perspective. Contribute to the team's continuous improvement culture by sharing learnings, refining processes, and helping to raise the overall quality of research output.

Integrate ESG factors and sustainability considerations into investment analysis in a manner consistent with the team's investment philosophy and client mandates. 5–7 years of equity research experience, with a predominant focus on the Canadian market. ~ Demonstrated ability to generate high-conviction investment ideas backed by rigorous, original research. ~ Deep familiarity with Canadian equity markets, industries, and the regulatory and macroeconomic environment. ~ Experience covering the large Canadian sectors such as Financials, Materials and Energy is preferred. Comfort leveraging AI and machine learning tools to enhance research productivity — including large language models, natural language processing for document analysis, and AI-assisted data synthesis — while applying sound judgment to evaluate and validate outputs critically. Exceptional financial modelling and valuation skills (DCF, comparable company analysis, sum-of-the-parts, etc.).





Solid written and verbal communication skills — able to distil complex analysis into clear, concise investment arguments. Undergraduate degree in Business, Engineering or Computer Science or a related field; an MBA or other graduate degree is an asset. CFA charterholder or demonstrable progress toward the designation.

In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

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.

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).

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.

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; We thank all applicants for their interest in Mackenzie Investments;

📌 Senior Investment Analyst - Canadian Equities (Winnipeg)
🏢 CFA Institute
📍 Winnipeg

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