Employment type: other Job Description Referral Level: Level 2 Mackenzie Investments IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients. At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals. Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals. The Opportunity The Product & Solutions division at Mackenzie Investments is accepting applications for the role of Senior Manager, Investment Manager Evaluation & Product Oversight This is an investment management and manager-research role responsible for evaluating investment strategies, Portfolio Manager outcomes, and product performance across Mackenzie’s mutual fund, ETF, and broader investment-product shelf. Working within the Product Strategy, Research & Oversight (PSRO) team, the Senior Manager will serve as an independent investment oversight authority across Mackenzie's product shelf. The role will evaluate whether products are delivering on their intended purpose, Product Promise, and expected client outcomes. The Senior Manager will assess the effectiveness and consistency of investment outcomes, identify risks and emerging concerns, and provide independent analysis and constructive challenge to support governance decisions. The role will also support the development and ongoing maintenance of Portfolio Guidelines, ensuring alignment with each product's mandate, NI 81-102 requirements, and applicable CIFSC category definitions. In addition, the Senior Manager will assess concentrations, gaps, overlaps, and commonality of outcomes across the product shelf, providing evidence-based recommendations to strengthen product oversight and improve client outcomes. The successful candidate will combine strong investment and quantitative expertise with sound judgment and the ability to translate complex investment results into clear conclusions and recommendations. The role requires significant experience in asset management, manager research, investment analysis, portfolio analysis, investment risk and/or investment fund/product management, together with a strong understanding of investment philosophy and process, portfolio construction, performance attribution, capital markets, and investment risk. The role will regularly support senior leadership and committee discussions relating to product outcomes, Portfolio Manager effectiveness, investment risk, and strategic product decisions. This is an investment-focused role and requires professional experience evaluating investment funds, strategies, and/or Portfolio Managers. It is not a technology product-management, technology-governance, or data-governance role. Investment Manager Evaluation & Product Oversight Evaluate investment strategies, Portfolio Managers, and product outcomes against each product’s objectives, Product Promise, risk profile, intended investment process, and expected client outcome. Analyze performance, attribution, risk, portfolio characteristics, holdings, benchmarks, peer groups, and other relevant quantitative and qualitative evidence. Assess the consistency of Portfolio Management decisions with stated investment philosophy, process, and portfolio construction frameworks. Distinguish temporary or market-driven outcomes from more fundamental changes in investment process, capability, positioning, or expected results. Track investment outcomes across varying market environments and time horizons to assess the durability and consistency of investment results. Identify material deviations or emerging concerns, investigate their causes and implications, and recommend monitoring, escalation, remediation, or other action where appropriate. Develop and maintain consistent evaluation standards, peer groups, benchmarks, performance measures, and monitoring methodologies across the product shelf. Support formal escalation and follow-up processes where product outcomes, manager actions and results, or portfolio characteristics warrant additional review. Provide clear, evidence-based analysis and recommendations to governance forums, Product & Solutions leaders, Investment Management, senior stakeholders, and committees. Product Promise, Investment Portfolio Guidelines & Governance Develop and maintain Portfolio Guidelines / Investment Policy Statements that translate each Product Promise into clear investment objectives, parameters, expectations, and constraints. Maintain governance standards and oversight frameworks used to evaluate investment products across the shelf. Partner with Investment Management, Portfolio Management and Product & Solutions teams to ensure guidelines remain aligned with each product’s intended purpose, investment proposition, and client outcome. Monitor adherence to Portfolio Guidelines, benchmark definitions, risk parameters, investment ranges, CIFSC categories, and other approved investment constraints. Assess proposed changes to objectives, benchm