Analyst, Global RFP Management

Mackenzie Investments is a leading wealth and asset management company in Canada. The Analyst, Global RFP Management role involves supporting the Senior Manager and Client Service team by completing RFPs, RFIs, and DDQs, while ensuring the accuracy and relevance of content for institutional distribution and client servicing activities.

Responsibilities

• Supporting and completing RFP and RFIs - 60%
• Supporting and completing DDQs - 30%
• Maintaining business tracker, content library, and strategic priorities. - 10%

Skills

• Excellent writing, editing and proofreading skills
• Exceptional organizational skills, project management and follow-through capabilities, with the ability to schedule, plan, prioritize and meet deadlines
• Knowledge of the institutional and capital markets
• 1-2 years' experience with an investment management firm, investment consulting firm and/or plan sponsor
• Excellent verbal communication skills and attention to detail
• Strong ability to work effectively under pressure and within a team across different office locations
• Advanced PC skills, including Word, Excel and PowerPoint
• Strong organizational skills with experience managing multiple concurrent deadlines
• Ability to synthesize complex financial and investment concepts into compelling proposals
• Post-secondary education degree, with a focus in business, marketing and/or finance considered an asset
• Knowledge of ESG / responsible investing landscape considered an asset
• Investment accreditations or pursuit of an industry designation considered an asset
• Knowledge of eVestment, Morningstar, Salesforce considered an asset

Benefits

• COMPETITIVE COMPENSATION & RECOGNITION : competitive base salary, performance- weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
• EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.
• WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

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