Job Description:

Grade: P6
Referral Level: Level 1
Division: IGM-Finance

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals**. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.**

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

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.

The Senior Analyst is responsible for developing complex reports and dashboards while optimizing and automating reporting workflows. Primarily supporting the Distribution business within MI, this role ensures reporting efficiency, accuracy, and scalability by managing the reporting environment, leveraging automation tools, and adhering to data governance standards. Additionally, the Senior Analyst collaborates with stakeholders to integrate multiple data sources, improve report usability, and enhance reporting performance.

The successful candidate’s responsibilities include:

Report Development

• Develop, maintain, and enhance complex reports and dashboards based on business requirements.
• Collaborate with stakeholders to understand reporting needs and translate them into technical solutions.
• Ensure data accuracy, consistency, and timely delivery of all reporting outputs.
• Enhance report usability by improving layout, visualization techniques, and user experience.
• Develop communications and artefacts that effectively orient users to the data and reports.

Reporting Optimization

• Leverage automation tools to streamline report generation and delivery.
• Continuously improve reporting processes by identifying and implementing automation opportunities.
• Work with MI data office pods to integrate multiple data sources into automated reporting solutions.

Reporting Environment Management

• Manage and oversee access to reports, ensuring the right stakeholders have appropriate permissions.
• Maintain and monitor the functionality of reporting tools.
• Manage version control and change management processes to ensure stability and traceability of reporting solutions.
• Ensure reports and dashboards adhere to data governance policies and reporting standards.

Troubleshooting and Support

• Lead the monitoring of report performance, identifying bottlenecks, and ensuring reports are running efficiently and meet business needs.
• Act as a primary point of contact for troubleshooting complex issues related to report accuracy, data integrity, and tool functionality.
• Provide expert support to stakeholders, ensuring timely resolution of reporting issues and maintaining high levels of customer satisfaction.
• Provide regular support for database management and updates

The following qualifications will assist the successful candidate in carrying out these responsibilities:

• Bachelor’s degree in Data Analytics, Information Systems, Computer Science, Engineer or related field
• 2+ years of experience in financial reporting, management reporting, business intelligence or a related field
• Tableau Desktop Specialist or Certified Professional
• Microsoft Power BI Data Analyst
• SQL or database management certifications
• Advanced proficiency in Power BI, Tableau, Looker, or similar tools.
• Strong SQL skills for querying, transforming, and integrating data from multiple sources.
• Experience with Python, R, or other automation tools to streamline reporting workflows.
• Knowledge of data privacy, security, and compliance best practices.
• Ability to troubleshoot reporting issues, optimize queries, and improve dashboard efficiency.
• Ability to translate business needs into technical reporting solutions and collaborate with stakeholders

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.

Please apply by October 7, 2025.

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