Analyst, Global RFP Management

Divison: Institutional Distribution

Location: Toronto

Referral: Level 1

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 years 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.

Work closely with sales and service leads to complete RFP/RFI submissions and due diligence questionnaires (DDQs) for a range of investment solutions, ensuring timely delivery and a high standard of quality.

Liaise with internal stakeholders, including sales, product, investment management, trading, legal, compliance, and operations, to ensure content is accurate, relevant, and up to date.

This hybrid role supports the Senior Manager, Global RFP Management, and the Client Service team in advancing strategic priorities by delivering high-quality, timely content aligned with institutional distribution and client servicing activities.

Key Accountabilities

Supporting and completing RFP and RFIs - 60%

Supporting and completing DDQs - 30%

Maintaining business tracker, content library, and strategic priorities. - 10%

Qualifications

Minimum Requirements:

• Excellent writing, editing and proofreading skills
• Exceptional organizational skills, project management and follow-through capabilities, with the ability to schedule, plan, prioritize and meet deadlines
• Knowledge of the institutional and capital markets
• 1-2 years’ experience with an investment management firm, investment consulting firm and/or plan sponsor.
• Excellent verbal communication skills and attention to detail
• Strong ability to work effectively under pressure and within a team across different office locations
• Advanced PC skills, including Word, Excel and PowerPoint

Preferred

• Post-secondary education degree, with a focus in business, marketing and/or finance considered an asset
• Knowledge of ESG / responsible investing landscape considered an asset
• Investment accreditations or pursuit of an industry designation considered an asset

Knowledge of eVestment, Morningstar, Salesforce considered an asset

Additional Requirements

• Strong organizational skills with experience managing multiple concurrent deadlines.
• Ability to synthesize complex financial and investment concepts into compelling proposals.
• Hybrid role

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
• EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.
• WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

The expected annual base salary range for this role is (58,000 - 72,500), which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

IGM 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 n