17 Sep
|
Mackenzie Investments
|
Toronto
17 Sep
Mackenzie Investments
Toronto
Join Mackenzie Investments as a full time Associate Investment Analyst in a hybrid setting, focusing on executing and monitoring portfolio management activities. Shape your career while working on ETFs and mutual funds. In this position, you will support the Multi-Asset Strategies team by handling daily operational tasks necessary for portfolio optimization.
Collaborate with trading teams and portfolio managers to ensure compliance and accuracy while managing over 150 accounts. You’ll also work on enhancing process efficiency and accuracy through detailed documentation. Key Responsibilities:
- Assist in rebalancing and cash management across accounts
- Prepare documentation for monitoring portfolios' target allocations
- Facilitate ETF subscription and redemption activities
- Conduct checks for data accuracy compliance
- Update internal reports and quantitative portfolio monitoring tools Requirements:
- Detail-oriented with experience in a high-volume role
- Operational knowledge of equities and derivatives
- Excel proficiency for analysis and reconciliation
- Bachelor's degree in Finance, Economics, or related fields
- Familiarity with tools like Bloomberg AIM is a plus Leverage your detail and analytical skills at Mackenzie Investments, managing portfolios and contributing to financial success.
📌 Full-Time Associate Investment Analyst Role (Toronto)
🏢 Mackenzie Investments
📍 Toronto