Manager, Mortgage Operations

Mackenzie-Investment; Toronto; Hybrid; CAD 70.000 - 105.000; Vollzeit

Benefits dieser Stelle

Competitive compensation & recognition

Health and dental coverage

Defined Contribution Pension Plan

Hybrid & flexible work arrangements

Employee Share Purchase Plan

Zusammenfassung

Mackenzie Investments, part of IGM Financial, invites a Manager to join the Mortgage Finance team within Treasury. The role focuses on executing and analyzing financial and risk management transactions for mortgage banking operations, supporting liquidity, risk controls, and capital planning.

You will engage in valuation, investment activities, and ad-hoc analyses while collaborating with multiple teams in a dynamic, hybrid work setting across Canada.

Qualifikationen

• 4-7 years of relevant experience.
• Undergraduate plus related finance designation (such as CFA, FRM, CPA, CBV, etc) or graduate degree in a business discipline are preferred.
• Advanced Excel and other Microsoft Office applications; proficient in Bloomberg also an asset.
• AI skills/experience in copilot, Power BW, Power automate also considered asset.
• Strong valuation, analytical and financial modeling skills.
• Experience with SAP an asset.
• Strong verbal and written communication skills.
• Highly organized with the ability to manage multiple demands under time constrains/ conditions.

Aufgaben

• Management of ongoing investments within securitization programs, including planning and executing recurring investment and reinvestment activities.
• Plan, execute, and prepare valuation of sale/financing transactions into established structures that include securitizations through ABCP and MBS related channels as well as direct sales which support the mortgage business funding plan.
• Analysis and execution of interest rate derivative transactions with counterparties completed frequently to ensure risk management controls within accepted levels.
• Prepare financial forecast relating to IGM Financial’s Mortgage Operations to support Capital and Liquidity Management processes.
• Maintain up to date records in the valuation system to ensure accurate reported results.
• Forecast projections of sales activity and reinvestment portfolio to highlight financial risks and opportunities.
• Support the development and maintenance of Financial Risk Management processes and reporting.
• Providing finance support as necessary on corporate and business development opportunities, including ad-hoc analysis, valuations and due diligence.

Kenntnisse

Advanced Excel

Bloomberg

AI skills

Financial modeling

Valuation

Communication skills

Time management

Ausbildung

Finance designation (CFA/FRM/CPA/CBV) or graduate degree

Tools

SAP

Power BI

Power Automate

Copilot

Jobbeschreibung

Job Description

Referral Level: Level 1

Mackenzie Investments

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310billion in 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 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:Mortgage Finance team is included within the Treasury Department and responsible for corporate cash management and banking, and mortgage financing across IGM Financial.

As a Manager in the Mortgage Finance team, you will be part of a team that is responsible for the execution and analysis of various financial and risk management transactions for the companies Mortgage Banking Operations. This team is responsible for managing ongoing investments as they relate to the liquidity and risk management of mortgage capital market activity. In addition, we provide support and training for other related departments and roles.

Key Responsibilities:

• Management of ongoing investments within securitization programs, including planning and executing recurring investment and reinvestment activities.
• Plan, execute, and prepare valuation of sale/financing transactions into established structures that include securitizations through ABCP and MBS related channels as well as direct sales which support the mortgage business funding plan.
• Analysis and execution of interest rate derivative transactions with counterparties completed frequently to ensure risk management controls within accepted levels.
• Prepare financial forecast relating to IGM Financial’s Mortgage Operations to support Capital and Liquidity Management processes.
• Maintain up to date records in the valuation system to ensure accurate reported results.
• Forecast projections of sales activity and reinvestment portfolio to highlight financial risks and opportunities.
• Support the development and maintenance of Financial Risk Management processes and reporting.
• Providing finance support as necessary on corporate and business development opportunities, including ad-hoc analysis, valuations and due diligence.

Qualifications:

• 4-7 years of relevant experience
• Undergraduate plus related finance designation (such as CFA, FRM, CPA, CBV, etc) or graduate degree in a business discipline are preferred
• Advanced Excel and other Microsoft Office applications; proficient in Bloomberg also an asset
• AI skills/experience in copilot, Power BW, Power automate also considered asset
• Strong valuation, analytical and financial modeling skills
• Experience with SAP an asset
• Strong verbal and written communication skills
• Highly organized with the ability to manage multiple demands under time constrains/ conditions.

The expected annual base salary range for this role is $70,000 - $105,000, which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

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 Defined Contribution Pension Plan

• 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 providingbarrier-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.

Artificial Intelligence in Recruitment:As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling.These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.