Director Investment Management Operations - Toronto, ON, Canada - Mackenzie Financial Corporation

Description

Director Investment Management Operations

Job Description Director Investment Management Operations Location Hybrid remote in Toronto, ON : Job Description: Grade : P9 Division : MI Investments Fixed Income & MAS IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. 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.

What is the opportunity?

Reporting to the AVP, Investment Management (IM) Operations, the Director, IM Operations acts as a senior operations director for the global investment management division with legal entities in four countries. In this role you will be responsible for a $45M global research budget, operational oversight of the Glass Lewis proxy voting portal reporting into the Proxy Voting Management Committee (PVMC), development and maintenance of a robust system for reporting of soft dollar commissions and key liaison with Mackenzie's Sustainability Centre of Excellence (COE).

Job Description Director Investment Management Operations Location Hybrid remote in Toronto, ON : Job Description: Grade : P9 Division : MI Investments Fixed Income & MAS IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. 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.

What is the opportunity?

Reporting to the AVP, Investment Management (IM) Operations, the Director, IM Operations acts as a senior operations director for the global investment management division with legal entities in four countries. In this role you will be responsible for a $45M global research budget, operational oversight of the Glass Lewis proxy voting portal reporting into the Proxy Voting Management Committee (PVMC), development and maintenance of a robust system for reporting of soft dollar commissions and key liaison with Mackenzie's Sustainability Centre of Excellence (COE).

What will you do? IM Research Budget

• Responsible for the planning and execution of IM's global research services budget including broker research vote and contractual services with a focus on cost optimization.
• Develop data-related investment team boutique level reporting/dashboards to use in making informed decisions to optimize usage, renew contracts and promote efficiencies.
• Work with IM Senior Management on appropriate allocation of costs to drive transparency and decision-making.
• Lead the annual broker research vote being proactive with IM Team Leaders to ensure research vote is properly reflected during the year. Collaborate with the Head of Trading on the attendant CSA tracking and payment process.
• Oversee invoice management including validation and approvals driving towards a target state of automation and efficient invoice processing.

Internal and Client Commission Reporting

• Develop and maintain a robust soft dollar commission reporting system for the annual board, MRFP regulatory and Institutional Client reporting requirements.
• Lead contact with Mackenzie's external Commission Aggregator to ensure efficient and accurate soft dollar reporting.
• Integrate overall commission reporting tools to develop investment team boutique level reporting/dashboards.

Proxy Voting Management and Sustainable Investing

• Lead administrative processes associated with Mackenzie's proxy voting process including accountability of quality controls in place to achieve 100% proxy voting record.
• Manage and monitor proxy voting recall efficacy of a $8B Securities Lending program.
• Responsible for key proxy voting reporting to Mackenzie's PVMC.
• Lead administration of fund accounts including setting up of new account and the annual certification process with each IM boutique.
• Act as controller and relationship manager to Glass Lewis.
• Collaborate with members of the Sustainability COE on the annual PRI reporting process.
• Review requirements and suitability of ESG data requests for IM and the Sustainability COE.

Your experience and skills for this role

• University degree B. Comm or Finance related equivalent.
• Minimum 10 years or practical Investment Management Operations related experience.
• Expert knowledge of policies and procedures in operating an IM division including CSA research, trading, commissions, proxy voting, and information systems.
• Data-minded with ability to manage data, identify trends and make data-driven recommendations.
• Able to hold conversations with executives and build relationships at all levels.
• Successfully navigate ambiguity and varying management styles.
• Strong organizational skills, proactive, self-starter with a sense of accountability.
• Able to multi-task and independently prioritize tasks.
• Excellent written/oral communication skills.
• Advanced knowledge of Microsoft Office applications (Advanced Excel & PowerPoint). Database and data management skills desired.

Please visit our c areer 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 November 17, 2023 . #LI-JS2 #LI-Hybrid

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