• Job Description

  Req#: 5071

  Job Description

  Grade: P5

  Division: IGM- AMO

  IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments

  Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

  At Mackenzie Investments You Can Build Your Career with Confidence.

  We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

  Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

  Mackenzie Investments 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 neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

  The Fund Financial Reporting Department is accepting applications for the 4-month contract position of Analyst. The Analyst reports directly to the Senior Analyst and/or Manager. The Analyst works independently to prepare and analyze financial, statistical and portfolio information on the Mackenzie and IG managed mutual funds, exchange traded funds and pooled funds.

  The Analyst is responsible for:

  • 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 and MRFP 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;
  • Ensuring all internal and regulatory timelines are met
  • Managing the version control process for various financial statement and MRFP drafts in both soft and hard copy.
  • Assisting in various adhoc projects, as necessary.

  To carry out these responsibilities, the following qualifications are required:

  • Enrollment in the CPA program is preferred;
  • Demonstrated auditing or accounting experience in the investment fund industry is an asset;
  • Familiarity with financial instruments, including various derivatives;
  • Familiarity with both mutual fund trusts and mutual fund corporations;
  • Ability to work independently with minimal supervision;
  • Strong analytical skills with attention to detail;
  • Advanced knowledge of Microsoft Excel;
  • Excellent verbal and written communication skills

  Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers

  We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

  Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

  Please apply by February 12, 2024.

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• About the company

  Mackenzie Investments was founded in 1967 and is one of Canada’s largest investment management firms by assets under management.

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