Job Description

Referral Level: 1

Location: Toronto

Mackenzie Investments

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately$310billionin assetsas 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. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive workplace.Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleaguesOur Values: Be better;we strive for improvement in everything we do.Be accountable;we foster clarity and are empowered to act responsibly.Be a team;we are united to drive collective impact to achieve our goals.

Role Overview

Reporting to the Director, Portfolio Analytics, the Senior Portfolio Analyst will be a key contributor on the team responsible for delivering timely, accurate and scalable portfolio analytics, reporting and data solutions. This role combines core portfolio analytics, reconciliation and data quality responsibilities with a stronger focus on automation,



dashboard development, Python and SQL, and AI-enabled ways of working. The successful candidate will help modernize reporting processes, improve control and transparency, and build reusable tools that support business partners across Mackenzie and Investors Group.

Key Responsibilities

- Portfolio analytics, reporting and reconciliation: Support the production, validation and delivery of investment performance, portfolio characteristics, analytics and related reporting outputs.
- Data validation and quality control: Ensure accurate validation of daily accounting, holdings, returns and analytics data; investigate discrepancies, outliers and data breaks; and liaise with internal teams to resolve issues.
- Automation and process improvement: Design, build and maintain Python, SQL and other automation scripts to streamline recurring reporting, reconciliation, data extraction, exception monitoring and quality control processes.
- Dashboard development: Build and enhance dashboards and self-serve reporting solutions that improve visibility into portfolio analytics, data quality, reconciliation status, operational metrics and business trends.
- AI-enabled productivity: Use approved AI tools to support analysis, documentation, script development, testing and process improvement, while applying appropriate judgement,



review and control standards.
- Issue resolution: Research and resolve complex data, reporting and systems issues, including identification of root causes, procedural weaknesses and opportunities for automation.
- Control and documentation: Maintain clear process documentation, control evidence, data lineage notes, test cases and change records for automated solutions and recurring deliverables.
- Quality review: Review and verify work completed by others for accuracy, completeness, consistency and adherence to control standards.
- Project support: Contribute to project work, including requirements gathering, data analysis, user acceptance testing, dashboard prototyping and implementation support.

Required Qualifications and Experience

- University degree in business, finance, computer science, data analytics or a related discipline.
- 2-5 years of relevant experience in portfolio analytics, performance measurement, investment operations, data analytics, reporting automation or a related function.
- Strong portfolio accounting knowledge and demonstrated analytical skills.
- Practical experience with SQL for data extraction, validation, reconciliation and analysis.
- Practical experience with Python or a comparable programming language for automation, data manipulation, reporting or workflow improvement.
- Experience building dashboards, management reporting or self-serve analytics using tools such as Power BI, Looker, Tableau or similar platforms.
- Strong problem-solving skills with the ability to investigate data discrepancies, identify root causes and recommend scalable solutions.
- High attention to detail and the ab

📌 Senior Portfolio Analyst (Canada)
🏢 Mackenzie Investments
📍 Canada