ETF Capital Markets Specialist – Mackenzie Financial Corporation

Title of the Job: ETF Capital Markets Specialist

Location: Toronto, ON

Job Description: Job Description:Grade: P8Referral Level: Level 2Division: MI Exchange Traded FundsIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $252 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.PositionThe ETF Capital Markets Specialist will communicate the complexities and opportunities in Mackenzie’s ETF shelf to all stakeholders across the country. The ideal candidate has a strong technical background paired with demonstrated communication skills, both written and via presentations. The role requires a nuanced understanding of the value quantitative and fundamental portfolio management techniques bring, as well as the communication skills to distill the value down into meaningful narratives to less technical stakeholders, both internal and external. This position reports to the VP, ETF Product Strategy. The ETF Capital Markets Specialist will also provide input to strategic direction, develop thought leadership, and interact with the portfolio management teams around the positioning of Mackenzie’s ETFs. They will play an active and important role in support of Mackenzie’s growth in the following areas:Product Management

• Competitive Analysis – Analyzing assets and flows, competitive performance, and positioning in both Canadian and global markets
• Understand investment strategies, performance, and attribution analysis
• Develop proactive insights, product training, and support to sales teams in collaboration with ETF product team members and other Investment Directors
• Coordinate with portfolio management, sales, and marketing to ensure and communicate consistent product positioning and messaging
• Develop long-term strategic business plans for existing products with a focus on product positioning and competitive differentiation; define unique capabilities and benefits/value proposition of product offerings
• Develop and communicate expertise on ETF and institutional industry trends
• Leverage client and sales feedback on Mackenzie ETFs to assess the product health and drive ongoing product improvements and positioning

Product Development

• Contribute to idea generation, design and launch of all new ETF products
• Participate in cross-functional teams in executing strategy, overcoming issues and partnering with ETF Team to drive implementation
• Engage in client needs analysis and market research: implement a client and market segmentation strategy to analyze, size and investigate potential of new markets, products and channels related to new products
• Create client-facing passion for innovative new products

Capital Markets

• Assist clients across all channels in achieving best execution when trading Mackenzie’s ETFs
• Provide education on ETF liquidity and effectively communicate specific trading strategies and associated costs
• Monitor volume, inflows/outflows, premiums/discounts, and identify trends to support sales teams
• Monitor secondary market quality and drive spreads in by engaging additional on-screen market participants
• Initiate educational ETF events focusing on liquidity, trading and market structure as well as other relevant topics

Qualifications

• The ideal candidate will have 5-10 years of relevant technical experience and/or leadership in ETFs, asset management or wealth management businesses.
• Demonstrated persuasive writing ability, including the ability to communicate effectively to technical and non-technical audiences
• Strong investment knowledge of Canadian and global ETF markets; ETF operations; ETF capital markets; and asset management
• Strong understanding of ETF structure and mechanics of creation & redemption
• Excellent interpersonal skills, including excellent communication skills
• Poise, judgment, and gravitas to represent Mackenzie with clients and prospects
• Be a self-starter who is achievement-oriented, motivated and has proven problem-solving skills in a client service role coupled with creative solutions
• Strong attention to detail with the ability to manage multiple tasks simultaneously
• Excellent knowledge of Excel, Morningstar, FactSet, and Bloomberg are assets
• CFA designation, or equivalent
• The role is primarily in English; however, French language skills highly valued

Values and Personal Attributes

• Analytical, strategic problem solver
• Ability to build relationships internally with all levels
• Comfort with ambiguity
• Flexible – comfort managing multiple complex tasks at once; prioritizing
• Creative, entrepreneurial spirit
• Ability to implement – not just analyze
• Intellectual rigor
• Team-oriented attitude
• Warm, friendly, collegial, and approachable
• Client-focused
• High integrity
• Detail-oriented
• Accountable

Please visit our career page by clicking on the following link: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.Please apply by October 23, 2024.#LI-JS2#LI-Hybrid

Company Name: Mackenzie Financial Corporation

Salary:

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