Senior Analyst, Institutional Client Service

Mackenzie Financial Corporation•Toronto, ON

21h•Hybrid

About The Position

The Mackenzie Institutional Sales & Service team is accepting applications for the position Senior Analyst, Institutional Client Service to join our Toronto-based team. This role reports to the Director, Institutional Relationship Management. This is a multi-faceted position supporting institutional client relationships across onboarding, ongoing servicing, and sales enablement. The successful candidate will act as a key liaison between clients, internal stakeholders, and external partners, delivering a high standard of service and operational excellence. The role requires a strong understanding of institutional client needs, familiarity with investment products and services, and the ability to support complex client relationships in a fast-paced environment.

Requirements

Post-secondary degree in business, finance, or a related field
3–5 years of experience supporting institutional clients within an asset management or investment consulting environment
Experience supporting client relationships, including meeting preparation and due diligence processes
Strong client service orientation with the ability to manage complex and time-sensitive requests
Excellent written and verbal communication skills
Highly organized with strong attention to detail and the ability to manage multiple priorities
Proven ability to work effectively under pressure in a fast-paced, team-oriented environment
Successful completion or progress toward the Canadian Securities Course (CSC) or an equivalent industry-recognized investment designation (e.g., IFIC, CFA, CIM)
Advanced proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint

Nice To Haves

Completion of, or progress toward, the Chartered Financial Analyst (CFA) designation and/or Chartered Investment Manager (CIM) designation considered an asset
Experience with Salesforce and eVestment platforms preferred

Responsibilities

Serve as a primary internal point of contact for an assigned group of institutional client portfolios, responding to inquiries and service requests (e.g., contributions, withdrawals, reporting requests, audits, contract amendments)
Lead and manage client onboarding and account lifecycle activities, including IMAs, guidelines, and KYC/AML requirements
Coordinate with internal and external stakeholders to ensure smooth onboarding, transitions, and account closures
Prepare, review and deliver client reporting and deliverables (monthly, quarterly, annual), ensuring accuracy and timeliness
Customize client materials and presentations for client meetings
Coordinate client meeting logistics, including preparation, materials, and follow-ups
Collaborate with internal teams (Sales, Portfolio Management, Trading, Legal, Compliance, Operations) and external partners (clients, consultants, custodians, transition managers) to resolve issues and deliver solutions
Maintain and enhance consultant databases (e.g., eVestment, Morningstar), improving data quality and coverage
Support the preparation of RFPs, RFIs, DDQs, and client presentations as required
Ensure all client and sales activities are accurately documented in CRM systems (e.g., Salesforce)
Provide support for ad hoc requests and contribute to team projects and process improvements