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About the Role

This internship offers a winter term position from January to April 2027 within Fund Financial Reporting. The role involves preparing and analyzing financial, statistical, and portfolio information for IGM's mutual funds, exchange-traded funds, pooled funds, and offshore funds. It's an opportunity to engage in continuous learning and skill development in a supportive environment.

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.
• Must be eligible to work full-time for the entire duration of the program.
• Must be eligible to return to school after the internship.

Skills

• Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Financial statement analysis
• International Financial Reporting Standards (IFRS)
• Automation
• Excel enhancements
• AI capabilities

Location

• Toronto

Work Type

• Hybrid
• Full-time

Experience Level

• Internship

Education Level

• Undergraduate program

About the Company

• 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.
• Mackenzie Investments is 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.
• 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.

Equal Opportunity

• 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.
• 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.