Mackenzie Investments

  • Business Operations Support Analyst

    Job Location CA-ON-Toronto
    Posted Date 1 week ago(12/6/2018 12:15 PM)
    Reference Number
    # Positions
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking
    Career Level
    Entry Level, Experienced
    Years of Experience
  • Job Description

    Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $60 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $140 billion. We are committed to the financial success of investors, through their eyes.


    Our Vision

    Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.


    Our Values

    Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.


    At Mackenzie Investments you can Build Your Career with Confidence by:

    Changing the Game:  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.

    Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.

    Being Proud: As a 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.

    Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.

    Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.

    Thriving in a Supportive Environment:  We have created a workplace where your efforts and career are supported by your team and your leader.


    The Business Operations Support Department at Mackenzie Investments is currently accepting applications for the position of Business Operations Support Analyst.  The Business Operations Support Analyst is responsible for ensuring the ongoing integrity of our client transactional and reporting based systems. They provide support to the user community through expert knowledge of the systems and procedures used in maintaining client data. This support is offered through situational analysis of reported /detected problems and providing solutions to those problems. The position also supports product changes for the core business systems.  


    Reporting to the Manager, Business Operations Support, the successful candidate’s primary responsibilities will include: 


    Analysis & Change Management 

    • Investigate and record system problems, system related queries and submit file fixes reported by users
    • Field telephone and email queries from business partners across the organization
    • Attend Service Recovery Meetings; Participate in the identification and evaluation of system problems
    • Resolve the system issues in conjunction with IS practitioners  
    • Participate in the evaluation of new initiatives; changes and problems  

    Product and Fund Support 

    • Review Product Summary sheet and Preliminary Fund Prospectus, verify the accuracy and identify discrepancies in these documents
    • Gather information, prepare and test updates to multiple systems (including SAS, FundSERVand Unitrax) to support fund activities (launches, mergers, change and fees) 
    • Coordinate activities across various teams including Product, Legal, Fund Services, IS and Operations 
    • Verifying commissions, redemption charge and trailer fees
    • Document activities in compliance with CSOX controls 

    Maintenance and Testing 

    • Maintain tables to support business needs in compliance with CSOX controls
    • Perform quarterly and annual CSOX audit reviews 
    • Resolving critical system issues via testing, implementing the codes, and verify the final results
    • Perform and co-ordinate year end activities including SAS production table update and data verification
    • Review test plans to complete MFC UAT process and approve system code change to production

    The following qualifications will assist the successful candidate in performing these duties: 

    • 3 to 5 years’ experience is preferred in the financial service industry
    • Post Secondaryeducation required
    • Demonstrated ability to work as a team in a high-pressured and challenging environment
    • Excellent communication skills both written and verbal 
    • Strong knowledge of mutual fund business operations/financial industry 
    • Demonstrated analytical skills and experience in triaging complex business issues
    • Exposure to multiple information processing environments
    • Platforms: IBM MVS [Mainframe/TSO], SAS, Unitrax, UNIX, PC, JCL Internet/Intranet
    • Exposure to testing or project methodologies
    • In-depth knowledge of MFC core systems and procedures
    • Independent, adaptive learner with ability to multi-task  
    • Proficiency with Microsoft Office Suite of products (Word, Excel, PowerPoint, Access)  
    • Successful completion of the Canadian Investment Funds course/Operations Course and the Canadian Securities Course is an asset 

    Internal Applicants:

    If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by December 20, 2018.  If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The job grade for this position is 9.

    External Applicants:

    We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.


    Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.


    Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.


    File # 18-277.


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