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【小编带你探公司】加拿大最大的投资管理公司 - Mackenzie Investments

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麦肯齐投资公司(Mackenzie Investments)成立于1967年,是加拿大最大的投资管理公司。其主要为零售和机构客户提供投资咨询和相关服务。据统计,麦肯齐投资管理的资产达644亿美元,通过多元化的第三方财务顾问网络分销其服务。

Mackenzie InvestmentsIGM金融公司集团公司的成员, IGM Financial是加拿大最大的金融服务公司之一,其资产总值超过1410亿美元。此外,麦肯齐投资公司是PRI)的签署方,该原则鼓励公司在其投资实践中采用环境,社会和治理原则。(ps.PRI倡议是一个由投资者组成的全球网络,共同实施六项负责任投资原则。其目标是通过了解可持续发展对投资者的影响和支持签署方将环境,社会和治理因素纳入其投资决策过程,为发展更强大的全球金融体系做出贡献。)


麦肯齐投资公司,其主要服务内容是:通过为客户提供创新的投资解决方案,卓越的资产管理和一流的服务,与顾问和投资者进行合作。其团队通过共同基金,ETF,另类投资,私人财富池和管理解决方案,提供创新和专业知识。而且其公司另提供慈善捐赠计划和解决方案,为孩子的教育和残疾人提供经济援助。

Mackenzie Investments 投资慈善基金会成立于1999年,由Mackenzie Investments捐赠230万美元。该基金会是一个由员工主导的非盈利组织,代表麦肯齐集团公司协调社区捐赠和捐赠活动。基金会由麦肯齐投资公司的员工,客户和公司捐赠。

可爱的童靴们,看到这儿,有没有对这家公司,产生浓浓的兴趣和欣赏之情呢?

那这样,善解人意的仙女小编,这就把它家的第一手新鲜招聘咨询,拱手送上,有兴趣的快来联系小编吧。~


District Sales Representative

Job duties:

·     Create and implement your business plan inpartnership with the District Vice-President, for your assigned geographicterritory

·        Develop & uncover new business opportunitiesvia proactive sales calls with new & existing investment advisors

·        Advise & give value-add ideas aboutMackenzie products & services in order to support advisors in an everchanging business environment

·        Provide ongoing support to dealers & brokersregarding market & fund performance, as well as review portfolio profiles

Financial Analyst

Job duties:

·     Preparing the interim and annual financialstatements and management reports of the fund performance (MRFP) for mutualfunds and pooled funds, as necessary;

·        Ensuring all data for each fund's financialstatement and MRFP is accurate and completed within a tight regulatorytimeline;

·        Coordinating the creation of final PDF documentswith a desktop vendor and ensuring all changes to data, tables, and charts aredone accurately

·        Ensuring all internal and regulatory timelinesare met.

·        Managing the version control process for variousfinancial statement and MRFP drafts in both soft and hard copy.

·        Assisting in various adhoc projects, asnecessary.

Trust Accountant

Job duties:

·     Completing daily bank reconciliations; cash flowanalysis; validating bank statements  entries to general ledger postingsin SAP general ledger and sub ledger Frontier

·        Completing tax reconciliations between internalrecords and CRA/MRQ statements for registered/non-registered non-residentclient accounts as assessments come through

·        Completing manual tax slips as requiredthroughout the year and electronic filing as part of year-end activities withreconciliations

·        Resolving outstanding issues with bankingservice providers, revenue agencies and internal department; investigate andresolve processing discrepancies; escalating when required

·        Consult with the Supervisor for resolution ofmore complex issues as required

·        Ensure that the established corporate policiesand control procedures are enforced

·        Update of procedural manuals as required toensure completeness

·        Maintain daily statistical reporting fordepartmental metrics

·        Provide business support on new projects andinitiatives as assigned 





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