Analyst, Institutional Portfolio Management

Be Boring. Make Money.™ is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however, the experience will also be dynamic, supportive, intellectually stimulating, and above all—meaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas, diverse opinions and experiences, and teamwork are expected and rewarded regardless of title or tenure.

The Opportunity

Support senior members of the Institutional Client Management team and respond to requests for proposal (RFPs), from institutional prospects located in both Canada and the U.S.

Role Responsibilities

• Lead and execute Requests for Information (RFI), Due Diligence Questionnaires (DDQ) and
• Request for Proposals (RFP) from consultants, clients, and prospects in Canada and the U.S.
• Support Institutional Portfolio Managers with client and consultant requests for information
• Liaise with internal investment professionals to ensure a detailed understanding of the firm’s investment processes and products to maintain accurate and relevant external responses
• Collaborate with departments across Mawer to develop and maintain content for our content library
• (Responsive)
• Prepare presentations, related materials and competitive intelligence for finalists and other
  prospective meetings
• Update Salesforce and maintain content related to new business development opportunities
• Maintain and support the production of institutional marketing collateral and update qualitative responses in our consultant databases (such as eVestment)
• May participate in the production of performance attribution commentary and analysis for investment strategies sent to clients and prospects
• May participate in client meetings and/or prepare materials as requested by Institutional Portfolio Managers
• Drive continuous improvement across team processes and written content

At Mawer, we are committed to fostering a culture of diversity and inclusion. We strive to attract, hire, develop, and retain the best people from a wide variety of backgrounds/experiences and create an environment where unique ideas and perspective are heard and valued. We believe a diverse and inclusive culture fuels innovation and enables more effective decision-making across the firm, helping to improve investment performance, strengthen client partnerships, and create more value for all stakeholders: clients, employees, owners, and society.

We administer all practices and programs without discrimination and strive to provide equal access to employment. A Human Resources representative will work with applicants who request accommodation or special assistance during the application process. If you need accommodation or assistance, please contact us at hraccommodation@mawer.com.

We believe experience comes in many forms and we’re committed to adding new perspectives to our team. If your experience is close to what we’ve outlined, we encourage you to apply.