Assistant Vice President Portfolio Manager

Mackenzie Investments; Old Toronto; Hybrid; CAD 80,000 - 140,000; Full time

Job summary

An established industry player is seeking a dedicated investment professional to join their Greenchip Team. This role emphasizes conducting in-depth research and analysis on securities within the environmental economy, focusing on portfolio management and investment recommendations. The successful candidate will leverage their analytical and communication skills while collaborating with a diverse team to drive capital towards alternative energy solutions. This innovative firm fosters a hybrid work environment and values continuous learning, making it an ideal place for those passionate about making a difference in the investment landscape.

Benefits

Remote Work Flexibility

Mental Wellness Resources

Continuous Learning Opportunities

Diversity and Inclusion Initiatives

Qualifications

• 10 years of investment industry experience required.
• CFA Charterholder preferred with a degree in science or engineering.

Responsibilities

• Conduct fundamental investment research and analysis on securities.
• Build discounted cash flow models and analyze ESG risks.

Skills

Analytical Skills

Communication Skills

Problem-Solving Skills

Critical Thinking Skills

Multilingualism

Education

CFA Charterholder

Degree in Science or Engineering

Tools

Discounted Cash Flow Models

Job description

Pay Competitive

Employment type Other

Job Description

Grade: D10

Division: MI Investment Equities

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 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.

Job Description

As a valued member of the Greenchip Team, you will have the opportunity to be part of a unique investment boutique. Over the past 16 years, the Greenchip brand has represented a pragmatic value approach to fast-growing environmental sectors. We believe driving more capital to alternative energy and energy efficiency is crucial to overcoming our greatest environmental and economic challenges. We also believe holding the right companies at the right price can provide superior investment returns.

The Greenchip team works collaboratively, with every member having a voice at the table. We value different perspectives, unconventional thinking and scientific and financial rigor.

We are looking for an individual that is curious about how the world really works. Someone wishing to focus their exceptional analytical and communication skills on the exciting environmental economy.

Duties and Responsibilities Include:

Portfolio Management

• The primary responsibility will be to conduct fundamental investment research and analysis on securities within our unique Investment Universe. This will include:
  • Conducting company due diligence (through thorough review of filed reports, data sources, press releases, news feeds and direct Q&A with company management).
  • Building discounted cash flow models.
  • Analyzing the environmental, social and governance (ESG) history of companies, and determining how potential ESG risks should be integrated into financial models.
  • The creation of investment recommendations (outlining key information, rationale, risks, fit with existing portfolio, etc.).
• Maintaining a broad understanding of energy transition drivers and following cleantech sector developments (including policy and technology) will be required.
• The development of new reports and tools regarding universe, indices and portfolio characteristics to enhance analysis and decision making.
• Supporting Mackenzie’s extensive institutional and retail sales team and marketing the Greenchip strategies to existing and potential investors.
• The Associate Vice President, Portfolio Manager will report to the Greenchip team Co-Leads.

Qualifications

• 10 years of investment industry experience. Quality of experience will be more important than years.
• Buy or sell side equity experience, particularly in the energy, resources, utilities, or industrials sectors.
• CFA Charterholder.
• A degree in science or engineering will be highly valued.
• Excellent written and oral English communication skills.
• Multilingualism will also be valued.

Characteristics of a Successful Candidate

• Excellent problem-solving skills.
• Excellent critical thinking skills.
• An innate curiosity or passion relating to the environmental economy.
• Strong team player.
• Motivated and takes initiative.

Please apply by July 5, 2023.

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.

About the company

Mackenzie Investments was founded in 1967 and is one of Canada’s largest investment management firms by assets under management.