Portfolio Analyst - Greater Toronto Area, Canada - Mackenzie Financial Corporation

Mackenzie Financial Corporation

Verified Company

Greater Toronto Area, Canada

2 weeks ago

Posted by:

Sophia Lee

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Description

Job Description:

Grade:
P5

Division:
IGM Technology
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.

DEPARTMENT SUMMARY
The Enterprise Project Management Office (EPMO) is a key partner in the delivery of change throughout IGM Financial.

We deliver value by providing services related to Project/Program Management and Delivery, Data Analytics and Reporting, Portfolio Management, and Intake Management.

Our mandate is to deliver seamless execution of change initiatives into the IGM organization through the adoption of an end-to-end project/program management methodology and governance.

The team is also accountable for actively managing the portfolio of initiatives (existing and new) that draw upon delivery resources across the COO organization with a focus on raising key indicators relative to human and financial resource capacity.

The team works in close partnership with other IGM shared services, IGM Corporate Operations division leaders and business leaders to deliver sustainable change and information to ensure optimization of limited resources to achieve our strategic objectives.

***Reporting to the Director, Portfolio Management, the Portfolio Analyst will be responsible for providing day-to-day execution support towards the effective and timely monitoring and management of the initiative portfolio. In this role, you will be accountable for maintaining and communicating the portfolio management processes and practices across the organization and supporting critical portfolio governance activities.

KEY ACCOUNTABILITIES

Provide ongoing support to the Portfolio Management team and wider EPMO including data analysis and coordination and development of executive level presentation materials needed for discussions focused on optimizing the delivery of our initiative portfolio
Manage the creation of content for executive meetings to facilitate decision making and tracking actions and follow ups; identify and develop key metrics and produce regular reporting
Manage and facilitate training key stakeholders and users on the portfolio management system and associated processes
Communicate updates across the organization providing timely, concise information
Develop and maintain portfolio management processes and procedures; document and develop easytouse guidelines and procedures for Project Managers, Assistant Project Managers, and other key stakeholders
Maintain and develop suite of portfolio management reporting utilizing various reporting tools including Excel, Power BI and Power Query.
Identify opportunities to streamline and automate exiting portfolio management processes
Maintain currency with portfolio management best practices and identify and implement opportunities for improvement
Proactive monitoring, followup and organization of communication and updates tied to project portfolio management (status reporting, financials, resourcing)
Ensure currency and accuracy of project timekeeping, financials, resourcing plans across IGM systems as needed relative to plan, actuals and forecasts
Responsible for the administration of the PPM tool (MS Project Online), including setup, troubleshooting, administration and liaising with vendor

QUALIFICATIONS