Investment Operations Analyst (Quantitative)
INVESTMENT OPERATIONS ANALYST (QUANTITATIVE) – Investment Management Department
Mackenzie Investments – Boston Office
Mackenzie Investments is one of Canada’s largest active investment management firms, with $147 billion assets under management, 16 distinct investment teams, and offices in Canada, the United States, Europe and Asia. Mackenzie employs a multi-boutique structure across the organization which facilitates substantial independence for individual investment teams, while providing the stability and security that accompanies a large and established corporation.
Mackenzie Investments is looking for an Investment Operations Analyst (Quantitative) for its Global Quantitative Equity boutique based in Boston, MA. This team utilizes a bottom-up, fundamental quantitative approach and efficient trade execution in seeking to generate alpha. Consisting of a blend of seasoned industry professionals with lengthy track records and tech-savvy recent graduates, the team implements traditional and alternative strategies in global and emerging markets.
The Investment Operations Analyst candidate will be responsible for supporting the operational aspects of the investment process, generating investment insights, and providing support to the portfolio management team. As a member of this investment team, you will contribute to the efficient and effective operations of our portfolios.
The ideal candidate is extremely detail oriented, passionate about investments, driven, innovative and creative, a strong team player, humble, familiar with programming languages and possesses strong decision-making skills and the highest standard of honesty and integrity. She/he is engaged and motivated by achieving excellence as part of a dynamic team, one which continuously strives to be the best in the field.
Primary responsibilities
- In conjunction with Portfolio Managers and Analysts on the team, assist in reconciliation for Emerging Markets, Global, International and US portfolios
- Monitor and manage cash, margin, FX balances, derivatives exposure etc.
- Support day-to-day portfolio operations activities
- Communicate and work closely with different departments to ensure seamless workflows
- Improve processes and infrastructure used to manage and monitor portfolios
- Prepare and present analysis and reports to Portfolio Managers
- Identify and mitigate operational risks associated with investment activities
- Understand global macroeconomics and global financial markets with the goal of generating insights to improve performance of portfolios
Minimum requirements
- Degree in Computer Science, Science, Engineering, Mathematics or any other quantitative discipline
- Keen attention to detail and a strong focus on accuracy
- Strong understanding of financial instruments and investment processes
- Excellent numerical ability and comfortable dealing with data analysis
- Proficient in Excel
- Familiarity with programming languages and concepts
- Excellent analytical and problem-solving skills
- A “can do” attitude as part of an entrepreneurial group within an established firm
- Flexibility to work both independently and as part of a team
- Excellent written and verbal communication skills
Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth. Mackenzie is dedicated to offering a hybrid work environment when applicable.
To apply, please send your resume and cover letter to: mackenzieBOS@mackenzieinvestments.com.
We thank all applicants for their interest in Mackenzie Investments, however only those candidates selected for an interview will be contacted.
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
Mackenzie Investments is a diverse workplace committed to doing business inclusively. We encourage applications from all qualified candidates that represent the diversity present across the United States and 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.
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.