Senior Analyst – Institutional Sales & Service – Boston Office
Mackenzie Investments is accepting applications for the position of Senior Analyst – Institutional Sales & Service based in Boston, MA. The position reports to Head of U.S. Distribution.
The role focuses on the development of new client relationships and the growth of the firm’s assets under management in the United States. The Institutional Sales Associate will be expected to work well in an entrepreneurial environment and support all aspects of the institutional distribution process including direct prospect sales, consultant relations, and client service.
The ideal candidate possesses strong presentation and decision-making skills and is extremely detail oriented, passionate about investments, a strong team player, persistent, and self-motivated.
Primary Responsibilities
Assist with all sales activities focused on institutional prospects, consultants, and clients
Collaborate with teams across the Mackenzie organization to further the team’s sales goals
Research institutional prospect and consultant organizations to identify new business opportunities and correct points of contact for sales activity
Prepare pre-meeting briefs and coordinate meeting follow up
Assist with scheduling of meetings, road shows, and pre-conference preparation
Monitor all RFP/RFI deadlines. Assist with review of RFP’s.
Manage quarterly mailings and sales campaigns
Become power user of eVestment, SalesForce, FinSearches, Dakota, With Intelligence, and IC Research
Monitor all data sources for public RFPs and opportunities
Manage internal reporting of meeting, sales funnel, activity, and progress activity captured in SalesForce
Proactively address problems and propose improvements to improve the overall sales, CRM, and prospect cultivation process
Minimum Requirements
Bachelor’s Degree required
Master’s degree, CFA, and/or CAIA would be considered an asset
Knowledge of the institutional investment landscape and experience with active public equity strategies preferred
Passion for capital markets (stocks/bonds) and investing topics
Strong written and verbal communication skills
Self-motivated
Advanced PC skills including Word, Excel and PowerPoint
Developed project and time-management skills
At Mackenzie Investments You Can Build Your Career with Confidence.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across 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.
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.
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.
