IGM Financial Inc. is a leading Canadian wealth and asset management company with $271 billion in total assets under management. Through its subsidiaries, including IG Wealth Management, Mackenzie Investments, and Investment Planning Counsel, the company offers a wide range of financial planning and investment management services to over two million Canadians. As a one-of-a-kind financial ecosystem, IGM harnesses the collective strength of all its companies to help Canadians navigate the financial world with better planning and advice, and to offer better choice of forward-thinking investment solutions.
With a strong reputation built over 50 years, Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At IGM, better isn’t a destination. It’s our way of being. Our way to better means being the best wealth and asset management firm in the industry, creating a culture that inspires us, and leads to the betterment of all. That is why we are proud to be recognized as one of Canada’s Top Employers and Best Diversity Employers by Mediacorp Canada Inc. IGM empowers its employees with hybrid work environments where applicable and prioritizes physical and mental wellness. Joining our team means being part of a culture driven by better. A culture that challenges convention and champions progressive thinking. Celebrates initiative and entrepreneurial spirit. Embraces and cultivates unique perspectives. And doesn’t just do what’s right for today, but for a sustainable future. Because at IGM, better never stops.
Position Details:
Fund Financial Reporting is currently hiring an intern looking for a winter term position, January to April 2024. Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply.
Fund Financial Reporting is responsible for regulatory reporting for all IGM mutual funds, exchange-traded funds, pooled funds and offshore funds.
The role works as part of a wider Fund Financial Reporting team to prepare and analyze financial, statistical and portfolio information for these funds.
Located in our Toronto office, the intern will be responsible for the following activities:
Preparing the interim and annual financial statements and management reports of the fund performance (MRFP) for mutual funds and pooled funds, as necessary;
Ensuring all data for each fund’s financial statement, MRFP and Quarterly Portfolio Disclosure is accurate and completed within a tight regulatory timeline;
Coordinating the creation of final PDF documents with a desktop vendor and ensuring all changes to data, tables, and charts are done accurately;
Review data accuracy in Fund Facts documents;
Assist in preparing Fund tax calculations and tax return filings
Ensuring all internal and regulatory timelines are met
Assisting in various adhoc projects, as necessary.
To apply, please include a cover letter, resume and transcripts (full unofficial version) by September 24, 2023, at 11:59 pm EST.
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
If you need an accommodation or alternative format during the recruitment process, please contact our Talent Acquisition team for assistance. #LI-Hybrid #LI-MA2
Job Type (EN): Internship
Job Industry (Choose up to 3 industries) (EN): Financial Services and Banking
Career Level (EN): Student
Years of Experience:
External Company Name: Mackenzie Financial Corporation
External Company URL: www.mackenziefinancial.com
Post End Date: 9/24/2023
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