Analyst, Institutional Portfolio Management

Full Time, Permanent
Location: Calgary, AB or Toronto, ON

Be Boring. Make Money.™ is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however, the experience will also be dynamic, supportive, intellectually stimulating, and above all—meaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas, diverse opinions and experiences, and teamwork are expected and rewarded regardless of title or tenure.

The Opportunity

Support senior members of the Institutional Client Management team and respond to requests for proposal (RFPs), from institutional prospects located in both Canada and the U.S.

Role Responsibilities

• Lead and execute Requests for Information (RFI), Due Diligence Questionnaires (DDQ) and Request for Proposals (RFP) from consultants, clients, and prospects in Canada and the U.S.
• Support Institutional Portfolio Managers with client and consultant requests for information
• Liaise with internal investment professionals to ensure a detailed understanding of the firm’s investment processes and products to maintain accurate and relevant external responses
• Collaborate with departments across Mawer to develop and maintain content for our content library (Responsive)
• Prepare presentations, related materials and competitive intelligence for finalists and other prospective meetings
• Update Salesforce and maintain content related to new business development opportunities
• Maintain and support the production of institutional marketing collateral and update qualitative responses in our consultant databases (such as eVestment)
• May participate in the production of performance attribution commentary and analysis for investment strategies sent to clients and prospects
• May participate in client meetings and/or prepare materials as requested by Institutional Portfolio Managers
• Drive continuous improvement across team processes and written content

Desired Qualifications

• 3+ years of investment industry experience (Institutional experience preferred)
• University Degree
• Completion of or progress towards industry-related courses (such as the CFA Program) would be considered an asset
• Exceptional communication skills, specifically writing and language
• Strong data analysis abilities
• Detail-oriented
• Proactive
• Strong computer skills with proficiency for Microsoft Office Word, Excel
• Strong time management and project management skills to meet deadlines
• Ability to present candid feedback and suggestions to improve processes
• Performs well under pressure
• Works well in a team environment
• Strong work ethic and a demonstrated track record of excellence and commitment to achieve meaningful results

Why Mawer?

• Directly contribute to the firm’s growth as a global, independent investment manager.
• Learn and work within a high-performing team that has consistently delivered exceptional long-term investment results and high levels of client satisfaction.

• Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued, and every voice heard. At Mawer, talented team members can progress quickly, regardless of tenure or experience.
• Our unique culture, which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity, putting clients’ interests first, excellence, teamwork, and long-term thinking) and key behaviours (curiosity, candour, accountability, and appreciation), which are much more than words on a page. They guide the way we operate, make decisions, and communicate every day.
• We offer a flexible work environment with a blended workplace approach tailored to the unique needs of each department and team. This allows employees to seamlessly combine in-person and remote work experiences, fostering collaboration, promoting work-life integration, and empowering our team members to thrive in a dynamic, interconnected professional setting.

Our Benefits and Perks Include:

• Comprehensive health and wellness benefits
• Unlimited vacation days
• Retirement planning assistance, including RSP contributions
• Annual learning stipend
• Parental leave top-up
• Significant community investment contribution via our Employee Matching Program

Applicants should include their resume, and response to a brief questionnaire below. Please no cover letters.

(Total word count for your response to both questions should be a maximum of 500 words)

1. Why do you feel that you would excel in this role?  
2. In what area(s) of your life have you demonstrated a track record of excellence, outside of academics? Please provide examples of how you persevered to achieve these goals.

Deadline: October 15th, 2024

All candidates must be eligible to work in Canada. Only applications that include all required materials will be considered.

At Mawer, we are committed to fostering a culture of diversity and inclusion. We strive to attract, hire, develop, and retain the best people from a wide variety of backgrounds/experiences and create an environment where unique ideas and perspective are heard and valued.  We believe a diverse and inclusive culture fuels innovation and enables more effective decision-making across the firm, helping to improve investment performance, strengthen client partnerships, and create more value for all stakeholders: clients, employees, owners, and society.

We administer all practices and programs without discrimination and strive to provide equal access to employment.  A Human Resources representative will work with applicants who request accommodation or special assistance during the application process.  If you need accommodation or assistance, please contact us at hraccommodation@mawer.com.

We believe experience comes in many forms and we’re committed to adding new perspectives to our team. If your experience is close to what we’ve outlined, we encourage you to apply.

About Mawer

Established in 1974, Mawer Investment Management Ltd. is an independent firm that provides world-class, global investment management services to a broad range of institutional and individual clients. We are proud of our reputation as one of Canada’s most respected investment management firms and strive to earn such respect by continually delivering long-term investment excellence, developing strong client partnerships, and living our core values.

No telephone inquiries please.

We thank all applicants and advise that only those selected for an interview will be contacted.