Director ESG Research

Vancouver, British Columbia (CA)
Apr 23, 2021
May 23, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time


Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $197.6 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada. We are committed to the financial success of investors, through their eyes.

Our Vision:

Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.

Our Values:

Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.

At Mackenzie Investments you can Build Your Career with Confidence by:

Changing the Game: 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.

Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.

Being Proud: As a 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.

Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.

Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.

Thriving in a Supportive Environment: We have created a workplace where your efforts and career are supported by your team and your leader

Mackenzie’s approach to Sustainability provides Canadians with the opportunity to invest with impact through funds that are designed to generate long-term competitive returns while supporting positive ESG outcomes. The firm aims to build sustainability into its culture, corporate practices, and every investment decision it makes and has signalled the importance of sustainability by identifying it as a key strategic priority for the overall business.

Mackenzie is committed to meeting the growing demand for sustainable solutions by launching a new investment boutique focused on managing a range of sustainable solutions to meet client needs. The new sustainability-focused investment team is currently recruiting for a Director, ESG Research responsible for delivering ESG fundamental research and expertise to enable an integrated ESG investment process across the team’s mandates. This role reports to the SVP, Portfolio Manager of the team.

Key responsibilities:

  • Conduct fundamental ESG research to identify strengths and weakness of a company’s policies practices, operations and performance that will directly contribute towards security selection within team mandates
  • Take a leadership role in the evaluation of a company’s ability to generate impact for its stakeholders
  • Develop and implement comprehensive shareholder engagement campaigns that address strategic and tactical initiatives across the team’s investment mandates.
  • Identify and provide insight on emerging ESG issues to Mackenzie committees and working groups on the broad implications and potential impacts to fund holdings, and in support of shareholder engagement.
  • Collaborate with Sustainable Investing Research team on corporate priorities such as assessment of climate risks and opportunities and determining ESG materiality.

The ideal candidate will have:

  • 7-10+ years of relevant experience
  • A passion for sustainable investing
  • Inherent curiosity to research, evaluate and educate on the evolving ESG landscape
  • Proven experience conducting comprehensive ESG factor assessments of publicly listed companies
  • Proven ability to develop, articulate and present the strengths and weaknesses of a company culminating in a detailed ESG thesis
  • Proven experience conducting shareholder engagement campaigns that includes dialogue with board and senior executives of target companies, filing shareholder resolutions, and presenting resolutions at corporate AGMs
  • Experience collaborating with proxy voting partners on developing voting guidelines aligned with our mandates
  • Excellent interpersonal and communication skills to showcase ESG analysis and engagement initiatives
  • Strong problem solving and critical thinking skills
  • Comfortable working in autonomy with a builder mindset

Values and Personal Attributes:

  • Analytical, natural curiosity, innovative and creative thinker
  • Passionate about making a positive impact on environment and society
  • Comfortable managing multiple complex tasks at once; prioritizing
  • Ability to implement – not just analyze
  • Intellectual rigor
  • Team-oriented, collaborative mindset
  • Warm, friendly, collegial, and approachable
  • Ability to relate well to all kinds of people, keen on working in a diverse workplace

Internal Applicants:

If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by May 23, 2021.  If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The career level for this position is D9.

External Applicants:

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

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 Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.

File # 21-1175