Winter Intern 2027 - Fund Financial Reporting

Mackenzie Investments; Toronto; On-site; CAD 23,000 - 30,000; Full time

Job summary

Mackenzie Investments, a cornerstone of IGM Financial Inc., invites you to join our Fund Financial Reporting team in Toronto for a winter internship from January to April 2027. You will contribute to regulatory reporting for mutual funds, ETFs, and pooled/offshore funds, gaining hands-on experience in financial analysis and reporting.

We seek Registered students returning to school in 2026 in related fields.

Qualifications

• Registered students returning to school in 2026 in a related field (BCom, BBA, BA, BSc, etc.)
• Ability to work well in a team environment.
• Strong analytical skills with attention to detail
• Ability to self-motivate and prioritize time-sensitive deadlines.
• Familiarity with financial statements or IFRS
• Proficiency with Microsoft Office applications (Excel, Word, Outlook, PowerPoint)
• Excellent verbal and written communication skills.

Responsibilities

• Assist in preparing supporting documentation and working files for PFIC filings.
• Assist in reviewing T3 tax factors and client slip preparation.
• Assist in reviewing T3 tax returns, informational returns, and supporting documentation.
• Review fund tax distribution working papers and schedules for accuracy and completeness.
• Prepare annual financial statements, MRFP, QPD, and FFS for mutual funds and pooled funds.
• Ensure accuracy and timely completion of data for financial statements, MRFPs, QPDs, and FFS.
• Coordinate with desktop vendors to produce final PDF documents with updated data/tables/charts.
• Manage version control for drafts of financial statements, MRFPs, QPDs, and FFS.
• Assist with ad hoc reporting and process improvements using automation/Excel/AI.

Skills

Analytical skills

Teamwork

Communication

Self-motivation

Attention to detail

IFRS knowledge

Education

Related field (BCom/BBA/BA/BSc)

Tools

Microsoft Office

Job description

Job Description

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. 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 year 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.

Position:

Fund Financial Reporting is currently hiring an intern looking for a winter term position, January to April 2027.Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply.

This is a full-time position requiring 37.5 hours per week, Monday through Friday. Candidates must be eligible to work full-time for the entire duration of the program.

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:

Responsibilities:

• Assist in preparing supporting documentation and working files for Passive Foreign Investment Company (PFIC) filings.
• Assist in reviewing T3 tax factors for client slip preparation.
• Assist in reviewing T3 tax returns, informational returns, and supporting documentation.
• Review fund tax distribution working papers and supporting schedules prepared by third-party service providers for accuracy and completeness.
• Prepare annual financial statements, Management Reports of Fund Performance (MRFP), Quarterly Portfolio Disclosures (QPD), and Fund Fact Sheets (FFS) for mutual funds and pooled funds.
• Ensure accuracy and timely completion of all data for financial statements, MRFPs, QPDs, and FFS.
• Coordinate with desktop vendors to produce final PDF documents, ensuring all updates to data, tables, and charts are accurately reflected.
• Manage version control for various drafts of financial statements, MRFPs, QPDs, and FFS.
• Assist with ad hoc reporting as required.
• Improve processes using automation, Excel enhancements or AI capabilities.

Requirements:

• Registered students returning to school in 2026 in a related field (BCom, BBA, BA, BSc, etc.)
• Ability to work well in a team environment.
• Strong analytical skills with attention to detail
• Ability to self-motivate and prioritize time-sensitive deadlines.
• Familiarity with financial statements or International Financial Reporting Standards
• Proficiency with Microsoft Office applications, e.g. Excel, Word, Outlook and PowerPoint,
• Excellent verbal and written communication skills.

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

Mackenzie Investments is an accessible employer committed to providing a barrier-free recruitment experience. If you require 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.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

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

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