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Lead by example on the Product Intelligence Team to improve product information flow to enhance the sales process
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Enhance and support messaging and update relevant content to differentiate Mackenzie products and explain performance
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Develop, maintain and improve scalable team processes to make the most of team resources in Product Management cycle
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Raise profile of competitive investment strategies or solutions to the client-facing organization
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Collaborate with client-facing colleagues to develop customized client solutions
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Provide insight, content and analytics in the completion of highly customized request for proposals (RFPs)
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Provide portfolio updates including attribution analysis to internal partners
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Assist Investment Directors and Senior Investment Director in understanding each channel and developing appropriate product strategy
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Collaborate with Investment Directors and Senior Investment Director to create content for presentations to external constituencies
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Competitive Analysis -- Analyzing assets and flows, competitive performance, and positioning; communicating throughout the organization
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Articulate points of differentiation for Mackenzie products and strategies in the Institutional and Retail space
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Marketing support -- Creating content for fact sheets, brochures, or web content. Developing story lines for fund positioning, and providing input on public relations, website, sales presentations, and talking points
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Create new analytical tools and frameworks
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Develop long-term strategic business plans for existing products
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Product positioning and competitive differentiation; define unique capabilities and benefits/value proposition to effectively retain existing clients
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Develop and communicate expertise on mutual fund and institutional industry trends
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Coordinate with portfolio management, sales, and marketing to ensure and communicate consistent product positioning and messaging
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Develop proactive insights, perspectives, product training, and support to sales teams
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Occasionally contribute to new product development ideas
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Collaborate with product development and portfolio management colleagues to bring new ideas to market
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Create client-facing enthusiasm for innovative new products
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Client advocate within the organization
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Comprehensive knowledge of investment philosophy, process, performance and research
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Strong capital market knowledge combined with the ability to interpret and communicate the impacts to investment performance
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Understand investment strategies, performance, and attribution analysis
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Develop deep partner relationships with all Mackenzie functional units
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The ideal candidate will have at least 2-5 years of relevant experience
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Strong knowledge of capital markets and asset management business
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Skill to manage multiple constituent relationships within the organization
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Excellent interpersonal skills, including excellent communication skills and product knowledge
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Must be a self-starter who is achievement-oriented, motivated and has proven problem-solving skills in a client service role coupled with creative solutions
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Strong attention to detail with the ability to manage multiple tasks simultaneously
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CFA designation, is an asset
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Fluency in French is an asset, but not essential
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Analytical problem solver
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Ability to build relationships internally with all levels
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Comfort with ambiguity
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Flexible - comfort managing multiple complex tasks at once; prioritizing
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Creative, entrepreneurial spirit
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Ability to implement -- not just analyze
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Intellectual rigor
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Team-oriented mindset
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Warm, friendly, collegial, and approachable
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Ability to relate well to all kinds of people
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Energetic leader
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Client-focused
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High integrity
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Detail-oriented
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Accountable
