[ref. j8496924] Senior Analyst Institutional Sales & Service
Job Description:
Grade: P6Referral Level: Level 1
Division: MI Institutional Sales & Services
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $252 billion in total assets under management. 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.
Senior Analyst – Institutional Sales & Service – Boston Office
Mackenzie Investments is accepting applications for the position of Senior Analyst – Institutional Sales & Service based in Boston, MA. The position reports to Vice President, Institutional & Service.
The role focuses on the development of new client relationships and the growth of the firm’s asses under management in the United States. The Institutional Sales Associate will be expected to work well in an entrepreneurial environment and support all aspects of the institutional distribution process including direct prospect sales, consultant relations, and client service.
The ideal candidate possesses strong presentation and decision-making skills and is extremely detail oriented, passionate about investments, a strong team player, persistent, and self-motivated.
Primary Responsibilities:
- Assist with all sales activities focused on institutional prospects, consultants, and clients
- Collaborate with teams across the Mackenzie organization to further the team’s sales goals
- Research institutional prospect and consultant organizations to identify new business opportunities and correct points of contact for sales activity
- Prepare pre-meeting briefs and coordinate meeting follow up
- Assist with scheduling of meetings, road shows, and pre-conference preparation
- Monitor all RFP/RFI deadlines. Assist with review of RFP’s.
- Manage quarterly mailings and sales campaigns
- Become power user of eVestment, SalesForce, FinSearches, Dakota, With Intelligence, and IC Research
- Monitor all data sources for public RFPs and opportunities
- Manage internal reporting of meeting, sales funnel, activity, and progress activity captured in SalesForce
- Proactively address problems and propose improvements to improve the overall sales, CRM, and prospect cultivation process
- Bachelor’s Degree required
- Master’s degree, CFA, and/or CAIA would be considered an asset
- Knowledge of the institutional investment landscape and experience with active public equity strategies preferred
- Passion for capital markets (stocks/bonds) and investing topics
- Strong written and verbal communication skills
- Self-motivated
- Advanced PC skills including Word, Excel and PowerPoint
- Developed project and time-management skills
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
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 October 1, 2024.
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