Director Investment Research

Mackenzie Investments; Toronto; Hybrid; CAD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive compensation

Health & dental coverage

RRSP employer matching

Hybrid work arrangement

Volunteer days

Career development

Job summary

Mackenzie Investments is seeking a Director, Investment Research to build and operate the data, quantitative and AI capabilities that support our boutique investment teams. You will lead delivery of the enterprise data hub, MCP integration layer, and AI agents, collaborating with the AI platform lead and portfolio managers.

This hands-on leadership role spans investment research, data engineering and applied AI, working with risk, technology and external vendors to shape strategy, run reliable

Qualifications

• University degree in Engineering, Mathematics, Finance, or Science.
• A minimum of 5+ years of relevant work experience.
• Proven record of delivering enterprise data platforms or AI solutions into production for investment professionals, or in a similar domain.
• Strong quantitative foundation, with hands-on experience building and productionizing quantitative models.
• Working knowledge of cloud architecture (AWS or similar), data engineering, APIs, Python and SQL, enough to guide design decisions and review the team's work.
• Working knowledge of large language models, AI agents and MCP or similar integration patterns, with sound judgment on security, governance and responsible AI use.

Responsibilities

• Shape and deliver the data and AI strategy and roadmap for Mackenzie’s boutique investment teams, representing the teams’ priorities and communicating plans and trade-offs to senior leaders.
• Own the delivery and reliability of the data hub, MCP layer, AI agents and the infrastructure behind them.
• Build and oversee the quantitative models, risk reports and performance attribution that support portfolio decisions.
• Maintain and enhance the infrastructure layer needed for all investment management workflows.
• Manage data vendors and contracts to secure the right datasets for the teams.
• Serve as the trusted AI and data partner to portfolio managers, analysts and technology partners.
• Deliver ad hoc research and portfolio-related analysis as needed.

Skills

Data platforms

AI solutions

Cloud architecture

Python

SQL

Risk reporting

Performance attribution

LLMs

Stakeholder comms

Team leadership

Education

Bachelor's degree in Engineering/Mathematics/Finance/Science

Tools

AWS or equivalent

APIs

MCP integration

Job description

Job Description

Location: Toronto

Referral Level: Level 1

Mackenzie Investments

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as 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 environment. 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 colleagues! Our 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.

The Role:

The Investment Management department of Mackenzie Investments is seeking a Director, Investment Research to build and run the data, quantitative and AI capabilities that support our boutique investment teams. Working closely with the AI platform lead, you will own the delivery and day-to-day reliability of the platform that portfolio managers and analysts rely on — the enterprise data hub, the MCP integration layer, AI agents and the cloud infrastructure behind them — and help shape its strategy and roadmap. You will also build and oversee the quantitative models, risk reports and performance attribution that inform portfolio decisions.

This is a hands-on leadership role at the intersection of investment research, data engineering and applied AI. You will work directly with portfolio managers and analysts across boutiques, and with enterprise technology, risk and vendor partners.

Key Responsibilities Include:

• Work closely with the AI lead to shape and deliver the data and AI strategy and roadmap for Mackenzie’s boutique investment teams, representing the teams’ priorities and communicating plans and trade-offs to senior leaders.

• Own the delivery and reliability of the data hub, MCP layer, AI agents and the infrastructure behind them
• Build and oversee the quantitative models, risk reports and performance attribution that support portfolio decisions

• Maintain and enhance the infrastructure layer needed for all investment management workflows

• Manage data vendors and contracts to secure the right datasets for the teams
• Serve as the trusted AI and data partner to portfolio managers, analysts and technology partners

• Deliver ad hoc research and portfolio-related analysis as needed.

Minimum requirements for this role include:

• University degree in Engineering, Mathematics, Finance, or Science
• A minimum of 5+ years of relevant work experience

• Proven record of delivering enterprise data platforms or AI solutions into production for investment professionals, or in a similar domain
• Strong quantitative foundation, with hands-on experience building and productionizing quantitative models
• Working knowledge of risk reporting and performance attribution, and of how portfolio managers use them in investment decisions
• Technical depth across cloud architecture (AWS or similar), data engineering, APIs, Python and SQL, enough to guide design decisions and review the team's work
• Working knowledge of large language models, AI agents and MCP or similar integration patterns, with sound judgment on security, governance and responsible AI use
• Ability to prioritize competing demands across investment teams and communicate effectively with senior leaders and technical teams

• Strong interest in capital markets

Additional skill considerations

• Minor, Certificate, or Master’s degree in Business, Economics or Finance, or CFA designation would be an asset
• Exceptional analytical, research and problem-solving skills
• Commitment to working in a team context.

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

• EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.

• WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.

• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

IGM 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.

Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require 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 November 6 2026.