Senior Portfolio Analytics & Automation Specialist

Mackenzie Investments; Toronto; Hybrid; CAD 73,000 - 91,000; Full time

Benefits offered by this job

Hybrid work

Competitive compensation & recognition

Employee benefits & insurance

Job summary

Mackenzie Investments in Toronto is seeking a Senior Portfolio Analyst to deliver timely, accurate portfolio analytics, reporting and data solutions. The role blends core analytics with automation, dashboard development, Python and SQL.

You will modernize reporting processes, improve control and transparency, and build reusable tools supporting Mackenzie and Investors Group, reporting to the Director, Portfolio Analytics.

Qualifications

• University degree in business, finance, computer science, data analytics or a related discipline.
• 2-5 years of relevant experience in portfolio analytics, performance measurement, investment operations, data analytics, reporting automation or a related function.
• Strong portfolio accounting knowledge and analytical skills.
• Experience with SQL for data extraction, validation, reconciliation and analysis.
• Experience with Python for automation, data manipulation, reporting or workflow improvement.
• Experience building dashboards using Power BI, Looker, Tableau or similar platforms.

Responsibilities

• Portfolio analytics, reporting and reconciliation: support production, validation and delivery of investment performance, portfolio characteristics, analytics and related reporting outputs.
• Data validation and quality control: ensure accurate validation of daily accounting, holdings, returns and analytics data; investigate discrepancies and liaise with internal teams to resolve issues.
• Automation and process improvement: design, build and maintain Python, SQL and other automation scripts to streamline recurring reporting, reconciliation, data extraction, exception monitoring and quality control processes.
• Dashboard development: build and enhance dashboards and self-serve reporting solutions that improve visibility into portfolio analytics, data quality, reconciliation status, operational metrics and business trends.
• AI-enabled productivity: use approved AI tools to support analysis, documentation, script development, testing and process improvement with appropriate governance.
• Issue resolution: research and resolve complex data, reporting and systems issues, identify root causes and opportunities for automation.
• Control and documentation: maintain clear process documentation, data lineage notes, test cases and change records for automated solutions.
• Quality review: review and verify work completed by others for accuracy and adherence to control standards.
• Project support: contribute to requirements gathering, data analysis, user acceptance testing, dashboard prototyping and implementation support.

Skills

SQL

Python

Excel

Data validation

Data reconciliation

Education

University degree in business/finance/computer science/data analytics

Tools

Eagle

SAP HANA

FactSet

Bloomberg

Job description

Mackenzie Investments in Toronto is seeking a Senior Portfolio Analyst to deliver timely, accurate portfolio analytics, reporting and data solutions. The role blends core analytics with automation, dashboard development, Python and SQL.

You will modernize reporting processes, improve control and transparency, and build reusable tools supporting Mackenzie and Investors Group, reporting to the Director, Portfolio Analytics.