Individual Client Management Analyst
Individual Client Management Analyst
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Job Description
Full Time
Location: Calgary AB
Be Boring. . 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 allmeaningful. 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.
Dedicated to our people we have consistently been recognized as a preferred employer receiving awards such as Canadas Top 100 Employers 2025 Alberta Top Employers 2025 and Canadas Top Small & Medium Employer 2025.
The Opportunity
Mawer Investment Management is currently looking for an exceptional and experienced Individual Client Management Analyst to join our Calgary team and continue to build on our successes in investment counselling with private clients in Canada. Working closely with our team of Investment Counsellors the Individual Client Management Analyst is a crucial team player with excellent attention to detail and dedicated to ensuring that our team can deliver on our commitments to our clients. Reporting to the Senior Manager Individual Client Management this role is a crucial team player with excellent attention to detail and dedicated to ensuring that our team can deliver on our commitments to our clients.
Role Responsibilities
As an Individual Client Management Analyst your responsibilities will include assisting Investment Counsellors with:
- Executing processing and reconciling trading and other investment related transactions
- The creation and development of financial plans
- Creating consolidated reporting or other strategic plans (A to O analysis donation/gifting strategy tax strategy)
- Analysis trade support and nonstandard reporting
- Preparing for and attending client meetings
- Troubleshooting and resolving complex internal and external queries
- Helping to improve and streamline the client service model and operational procedures
Desired Qualifications
- Postsecondary degree in a Finance Accounting or Business Administration discipline is preferred
- 3 years of investment industry experience
- Completion of or progress towards industryrelated courses (such as the CFA Program) would be considered an asset
- Excellent verbal written and communication skills and the ability to interact professionally with all internal and external stakeholders
- Strong organization and prioritization skills with exceptional attention to detail
- Proven analytical proactive problem solving and troubleshooting skills
- Able to multitask and prioritize; experience managing expectations and delivery of services
- Ability to present candid feedback and suggestions to improve processes
- Performs well under pressure
- Works well in a team environment
- Entrepreneurial spirit with a strong willingness to learn
- Good financial industry knowledge and product understanding
- Strong work ethic and a demonstrated track record of excellence and commitment to achieve meaningful results
- Proficiency with MS Office suite including Word Excel PowerPoint Teams and Outlook.
- Strong work ethic and a demonstrated track record of excellence and commitment to achieve meaningful results
Why Mawer
- Directly contribute to the firms growth as a global independent investment manager.
- Learn and work within a highperforming team that has consistently delivered exceptional longterm investment results and high levels of client satisfaction.
- Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued and every voice heard. At Mawer talented team members can progress quickly regardless of tenure or experience.
- Our unique culture which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity putting clients interests first excellence teamwork and longterm thinking) and key behaviours (curiosity candour accountability and appreciation) which are much more than words on a page. They guide the way we operate make decisions and communicate every day.
- We offer a flexible work environment with a blended workplace approach tailored to the unique needs of each department and team. This allows employees to seamlessly combine inperson and remote work experiences fostering collaboration promoting worklife integration and empowering our team members to thrive in a dynamic interconnected professional setting.
Our Benefits and Perks Include:
- Comprehensive health and wellness benefits
- Unlimited vacation days
- Retirement planning assistance including RSP contributions
- Annual learning stipend
- Parental leave topup
- Significant community investment contribution via our Employee Matching Program
To apply please submit your resume cover letter and application by May 12th 2025 at: candidates must be eligible to work in Canada. Only applications that include all required materials will be considered.
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 decisionmaking 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 .
We believe experience comes in many forms and were committed to adding new perspectives to our team. If your experience is close to what weve outlined we encourage you to apply.
About Mawer
Established in 1974 Mawer Investment Management Ltd. is an independent firm that provides worldclass global investment management services to a broad range of institutional and individual clients. We are proud of our reputation as one of Canadas most respected investment management firms and strive to earn such respect by continually delivering longterm investment excellence developing strong client partnerships and living our core values.
No telephone inquiries please.
We thank all applicants and advise that only those selected for an interview will be contacted.
Required Experience:
IC
Employment Type
Full-Time
