Product Development

  • Contribute to idea generation, design and launch of all new ETF products.
  • Provide industry analysis, competitor reviews, market trends that effectively provide a succinct perspective to key stakeholders relating to product development initiatives.
  • Review external research reports and share findings with internal stakeholders.
  • Create presentations for senior management that will facilitate communication and support management decision-making.
  • Assist in the construction of business cases for all new product initiatives including analysis of market demand, competitive landscape, vetted sales projections, pricing strategy and projected profitability.
  • Assist with coordinating the launch of new ETFs and developing training material for ETFs.

Product Management

  • Analyze and evaluate competitors’ investment offerings, market share as well as tracking of product evolution and broad investment industry trends and submit recommendations for improvements.
  • Support the business line ETF research agendas to enhance client experience and business results.
  • Deliver product support and research for other functions (board reporting, management and other sales/marketing support).
  • Contribute to creating and updating product collateral including presentations, product comparisons, marketing materials and other analysis for clients and prospects.
  • Continuously monitor and evaluate Mackenzie’s ETF offerings in the context of the existing product strategy and competitive trends.
  • Monitor the ongoing distributions process for Mackenzie ETFs.

The following qualifications are required of the successful candidate:

Analytical Skills

  • Ability to apply analytical methods to facts and hypothesis to provide information in support decision making
  • Resourceful and creative in solving new/non-recurring problems through research and well supported analysis and business acumen

Presentation and Communication Skills

  • Ability to create PowerPoint presentations with clear messaging, supported by sound analysis
  • Professional manner in dealing with both internal and external clients
  • Articulate in communicating with all levels of management
  • Ability to write and present concisely and persuasively

Project Management Skills

  • Coordinate resources from across the company in large-scale projects
  • Timeline driven and consistently meeting deadlines
  • Comfortable with handling multiple concurring problems and priorities

Additional qualifications

  • 2+ years relevant work experience with of increasing experience in a financial services environment (preferably in the investment / asset management industry) with experience in development of research methodology, competitive product and industry level research as well as experience in report-writing and in making presentations.
  • Post-secondary education in Business Administration, Finance or related field is required
  • Enrollment in the CFA program is an asset.
  • Familiarity with the Canadian and global ETF markets is an asset.
  • Advanced proficiency with Microsoft Office applications, e.g. PowerPoint, Excel, Word, Visio, and Outlook.

Values and Personal Attributes

  • Analytical, strategic thinker
  • 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
  • Intellectual rigor
  • Tenacity
  • Team-oriented mindset
  • Warm, friendly, collegial, and approachable
  • Ability to influence and relate well to all kinds of people
  • Energetic, enthusiastic leader
  • Client-focused
  • High integrity
  • Detail-oriented
  • Accountable

Source: for more information click here.

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