Director, Investment Product Management

Product Success

• Lead internal research independently.
• Develop detailed product performance standards and monitoring ranges for all Equity and Multi-Asset products.
• Build relationships with portfolio managers and sub-advisors to gather information on product performance.
• Create analytical tools and frameworks to support evaluation processes.
• Ensure consistency in fund standard monitoring across the Equity and Multi-Asset shelf.
• Analyze and communicate whether products meet their goals, suggesting remediation when necessary.
• Regularly review monitoring systems and processes, including fund benchmark evaluation.
• Coordinate with portfolio management and product leaders to ensure consistent product standards and messaging.
• Develop peer group comparators with experts to explain product success.

Business Partner

• Share insights with product leaders and senior stakeholders.
• Advocate for clients within the organization.
• Bring expert knowledge of investment philosophy, process, performance, and research to fund goal setting.
• Serve as an objective feedback mechanism to investment management and product teams.
• Combine strong investment analytics knowledge with the ability to communicate impacts on business performance.
• Understand investment strategies, peer groups, performance, and attribution analysis.
• Develop partner relationships across Mackenzie functional units.

Product Development

• Collaborate with product development and portfolio management to identify new opportunities.
• Develop new product performance standards and help craft investment standards.

Revenue Growth

• Evaluate product shelf success to ensure a world-class offering and identify areas for growth.
• Highlight competitive and successful investment strategies to the organization and leadership.

Qualifications

• 10 years of experience in manager research or product management with strong research, analytics, leadership, and influencing skills.
• Strong quantitative investment knowledge and the ability to communicate impacts on investment performance.
• Deep understanding of capital markets and asset management.
• Professional manner in dealing with internal stakeholders.
• Excellent communication skills, both written and verbal.
• Proven client relations skills and the ability to manage multiple relationships.
• Strong analytical and data visualization skills.
• Self-starter with proven problem-solving skills and creative solutions.
• Attention to detail and ability to manage multiple tasks simultaneously.
• Proficiency with Tableau or other visualization tools.
• CIPM qualification is advantageous.
• CFA or equivalent technical experience is essential.
• MBA or similar training is a plus.

Values and Personal Attributes

• Analytical and strategic thinker.
• Ability to build relationships at all levels.
• Flexible and able to manage multiple complex tasks.
• Creative and entrepreneurial spirit.
• Ability to implement solutions, not just analyze.
• Intellectual rigor.
• Team-oriented mindset.
• Warm, friendly, collegial, and approachable.
• Ability to relate well to all kinds of people.
• Energetic leader.
• Client-focused.
• High integrity.
• Detail-oriented and accountable.