Senior Investment Analyst

2 days ago

Boston, Massachusetts, United States Mackenzie Investments Full time
Job Overview

Mackenzie Investments is a leading global asset manager seeking a highly skilled Senior Analyst to join its Institutional Sales and Service team in Boston. As a key member of the team, you will be responsible for developing new client relationships and growing the firm's assets under management in the United States.

The ideal candidate will possess strong presentation and decision-making skills, be extremely detail-oriented, passionate about investments, a strong team player, persistent, and self-motivated. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply.

Key Responsibilities
  • Assist with all sales activities focused on institutional prospects, consultants, and clients
  • Collaborate with teams across the Mackenzie organization to further the team's sales goals
  • Research institutional prospect and consultant organizations to identify new business opportunities and correct points of contact for sales activity
  • Prepare pre-meeting briefs and coordinate meeting follow-up
  • Assist with scheduling of meetings, road shows, and pre-conference preparation
  • Monitor all RFP/RFI deadlines. Assist with review of RFP's.
  • Manage quarterly mailings and sales campaigns
  • Become power user of eVestment, SalesForce, FinSearches, Dakota, With Intelligence, and IC Research
  • Monitor all data sources for public RFPs and opportunities
  • Manage internal reporting of meeting, sales funnel, activity, and progress activity captured in SalesForce
  • Proactively address problems and propose improvements to improve the overall sales, CRM, and prospect cultivation process
Requirements
  • Bachelor's Degree required
  • Master's degree, CFA, and/or CAIA would be considered an asset
  • Knowledge of the institutional investment landscape and experience with active public equity strategies preferred
  • Passion for capital markets (stocks/bonds) and investing topics
  • Strong written and verbal communication skills
  • Self-motivated
  • Advanced PC skills including Word, Excel and PowerPoint
  • Developed project and time-management skills
About Mackenzie Investments

Mackenzie Investments is a diverse workplace committed to doing business inclusively. We encourage applications from all qualified candidates that represent the diversity present across Canada. Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers

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.

  • Senior Investment Banking Financial Analyst

    4 days ago

    Boston, Massachusetts, United States TM Capital Corp Full time

    About the RoleWe are seeking a highly motivated and analytical individual to join our team as a Senior Investment Banking Financial Analyst. As a key member of our banking team, you will be responsible for conducting extensive industry research and analyzing markets and major industry players to draw insights regarding trends, profit drivers, competitive...

  • Investment Banking Analyst

    4 weeks ago

    Boston, Massachusetts, United States Stifel Financial Corp Full time

    Position OverviewThe role of Investment Banking Associate at Stifel Financial Corp involves working on a variety of investment projects and transactions in collaboration with senior bankers. This position is critical as it encompasses project management responsibilities.Key ResponsibilitiesEngage in multiple investment initiatives and transactions.Support...

  • Senior Investment Banking Financial Analyst

    5 days ago

    Boston, Massachusetts, United States TM Capital Corp Full time

    About the RoleWe are seeking a highly motivated and analytical individual to join our team as a Senior Investment Banking Financial Analyst. As a key member of our banking team, you will be responsible for conducting extensive industry research and analyzing markets and major industry players to draw insights regarding trends, profit drivers, competitive...

  • Investment Banking Analyst

    4 weeks ago

    Boston, Massachusetts, United States Stifel Financial Corp Full time

    Position OverviewInvestment Banking Associate at Stifel Financial Corp.This role involves collaborating on various investment projects and transactions while working closely with senior bankers. You will play a critical role as the project manager, ensuring smooth execution and delivery of financial services.QualificationsA bachelor's degree or foreign...

  • Investment Banking Analyst

    4 weeks ago

    Boston, Massachusetts, United States Stifel Financial Corp Full time

    Position OverviewThe role of the Investment Banking Associate involves engaging in various investment projects and transactions while collaborating closely with senior bankers. This position is critical as it encompasses responsibilities akin to project management.QualificationsCandidates are required to possess a bachelor’s degree or its foreign...

  • Senior Investment Analyst, Capital Solutions

    4 days ago

    Boston, Massachusetts, United States Liberty Mutual Full time

    About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our Capital Solutions team at Liberty Mutual Investments. As a key member of our team, you will be responsible for analyzing and evaluating investment opportunities in private credit funds and direct investments, as well as monitoring existing portfolio...

  • Senior Investment Banking Financial Analyst

    3 weeks ago

    Boston, Massachusetts, United States TM Capital Corp Full time

    About the RoleWe are seeking a highly motivated and analytical individual to join our team as a Senior Investment Banking Financial Analyst. As a key member of our banking team, you will be responsible for conducting extensive industry research and analyzing markets and major industry players to draw insights regarding trends, profit drivers, competitive...

  • Senior Portfolio Analyst

    15 hours ago

    Boston, Massachusetts, United States Manulife and John Hancock Full time

    About the RoleWe are seeking a highly skilled Senior Portfolio Analyst to join our Financial Institutions Team. As a key member of our team, you will be responsible for supporting our most senior analysts in the administration of their fixed income portfolios.Key ResponsibilitiesInvestment AdministrationIdentify and analyze company-specific and industry-wide...

  • Investment Analyst

    2 weeks ago

    Boston, Massachusetts, United States Cambridge Associates Full time

    About the RoleWe are seeking a highly skilled Investment Analyst to join our Transaction Services team. As a key member of our team, you will be responsible for executing private fund subscriptions and redemptions, ensuring compliance with firm policies and processes.Key ResponsibilitiesExecute day-to-day trade execution for private fund subscriptions and...

  • Investment Pricing Analyst

    2 weeks ago

    Boston, Massachusetts, United States Massachusetts Mutual Life Insurance Company Full time

    The OpportunityAs a critical member of the Investment Pricing Team, the Pricing Analyst will work with multiple Corporate Units, Lines of Business (LOBs), Investment Managers, and subsidiaries to provide oversight, analysis, and complex processing of pricing for various investments related to MassMutual and its portfolio.The analyst will work with members of...

  • Private Investments Valuation Analyst

    15 hours ago

    Boston, Massachusetts, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled Private Investments Valuation Analyst to join our team at State Street Global Advisors. As a key member of our Global Funds Management team, you will be responsible for executing and owning the valuation processes for private and complex securities held across our funds and accounts.Key ResponsibilitiesDevelop,...

  • Investment Sales Professional

    9 hours ago

    Boston, Massachusetts, United States MFS Investment Management Full time

    About MFS Investment ManagementMFS Investment Management is a global investment management firm focused on creating long-term value responsibly by doing what's right for our clients every day.Our CultureWe put people first and demonstrate care and compassion for our community and each other. Our employees work together to reach better outcomes, favoring the...

  • Investment Pricing Analyst

    2 weeks ago

    Boston, Massachusetts, United States Massachusetts Mutual Life Insurance Company Full time

    The OpportunityAs a critical member of the Investment Pricing Team, the Pricing Analyst will work with multiple Corporate Units, Lines of Business (LOBs), Investment Managers, and subsidiaries to provide oversight, analysis, and complex processing of pricing for various investments related to MassMutual and its portfolio.The analyst will work with members of...

  • Investment Research Analyst

    4 weeks ago

    Boston, Massachusetts, United States Fidelity TalentSource LLC Full time

    Job DescriptionAbout the RoleFidelity TalentSource LLC is seeking a highly skilled Investment Research Analyst to join our team. As a key member of our investment research team, you will be responsible for identifying and evaluating investment opportunities in Liquid Alternative Investments.Key ResponsibilitiesConduct in-depth research on investment managers...

  • Investment Risk Data Analyst

    2 weeks ago

    Boston, Massachusetts, United States State Street Full time

    Job Title: Investment Risk Analyst, Data Analytics, Assistant Vice PresidentJob Summary:The Investment Risk Data Analyst position is part of the State Street Global Advisors Investment Risk Team. The primary focus of this group is to provide independent oversight to ensure appropriate levels of risk exist across our client's portfolios. The analyst will take...

  • Finance Analyst

    5 days ago

    Boston, Massachusetts, United States Audax Group Full time

    Job Title: Summer Finance Analyst, Co-InvestAudax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, and London.We are seeking a highly motivated and detail-oriented Summer Finance Analyst to join our Finance Team. As a member of our team, you will be responsible for matters related to the co-invest entities...

  • Investment Associate

    1 week ago

    Boston, Massachusetts, United States HighVista Strategies Full time

    HighVista Strategies OverviewHighVista Strategies is a Boston-based investment firm with approximately $11 billion in assets under management and over 70 employees. We were founded in 2004 and have been managing funds since 2005 for a variety of institutional investors including sovereign wealth funds, endowments, foundations, and pension funds, as well as...

  • Senior Quantitative Analyst

    3 weeks ago

    Boston, Massachusetts, United States The Ceres Group Full time

    Job Title: Senior Quantitative Analyst - LeadJob Function: Quantitative AnalystLocation: Boston, MAIndustry: Asset ManagementJob Number: JO-1901-1156Job Summary:We are seeking a highly skilled Senior Quantitative Analyst to join our Multi-Asset Class team. As a key member of the investment team, you will work closely with Portfolio Managers and Researchers...

  • Senior Data Analyst

    3 weeks ago

    Boston, Massachusetts, United States Motion Recruitment Full time

    About the RoleWe are seeking a highly skilled Senior Analyst to join our team at Motion Recruitment. As a Senior Analyst, you will play a key role in developing, enhancing, and validating our proprietary risk, forecasting, and transaction cost models for our research and production infrastructure.Key ResponsibilitiesDevelop and enhance proprietary risk,...

  • Investment Management Co-op

    1 day ago

    Boston, Massachusetts, United States MFS Investment Management Full time

    About MFS Investment ManagementMFS Investment Management is a global investment management firm focused on creating long-term value responsibly by doing what's right for our clients every day.Our CultureWe put people first and demonstrate care and compassion for our community and each other. Our employees work together to reach better outcomes, favoring the...