Lead Portfolio Analyst at Mackenzie

Position: Lead Portfolio Analyst Role at Mackenzie
Take the next step in your career with Mackenzie Investments as a Senior Portfolio Analyst based in Toronto. Focus on enhancing portfolio analytics through innovative solutions in a hybrid framework.

In this influential role, reporting to the Director of Portfolio Analytics, you will combine portfolio analytics, data validation, and automation to optimize reporting and enhance control measures. Collaborating with teams across Mackenzie, you will aid in modernizing processes and developing efficient analytical tools for better decision-making.

Key Responsibilities:

• Deliver accurate portfolio reporting and reconciliation

• Perform data validation and quality checks for precision

• Implement automation using Python and SQL for improved workflows

• Design and refine dashboards for operational insights

• Analyze and resolve reporting and data issues effectively

Requirements:

• Degree in business, analytics, or finance discipline

• 2-5 years relevant portfolio analytics experience

• Strong skills in SQL and Python programming

• Experience creating dashboards using Power BI or similar

• Detail-oriented with excellent communication abilities

Harness your analytical prowess to elevate the team's impact at Mackenzie Investments in Toronto.
#J-18808-Ljbffr