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About the Role

This internship offers a Winter term position from January to April 2027 for undergraduate students returning to school. The role is within Portfolio Ops & Analytics, supporting investment management front office and overseeing day-to-day administration of investment funds. It involves liaising with various departments to assist operations and drive continuous improvement initiatives.

Responsibilities

• Evolve and advance the Product Event roster to streamline fund event execution.
• Analyze fund reconciliation data to detect process gaps and identify root causes of errors.
• Document new processes and procedures for the Fund Services Policy and Procedure Library.
• Review business processes to identify improvement opportunities, including leveraging AI.
• Complete ad hoc research and operational analysis requests from internal stakeholders.
• Assist in the preparation of Funds’ Financial Statements and Tax Returns.
• Provide support in resolving fund accounting-related errors/issues with the external vendor.

Requirements

• Registered students returning to school in 2027 in a related field (BCom, BA, BSc, etc.).
• Ability to work well in a team environment.
• Excellent interpersonal, communication, judgment & decision-making skills.
• Ability to self-motivate and prioritize time-sensitive deadlines.
• Capable of applying sound judgment in constructing analysis and formulating recommendations.
• Resourceful and creative in solving new/non-recurring problems through research and well-supported analysis and business acumen.
• Proficient in Microsoft Office applications, specifically SharePoint and Excel.
• Familiar with Word and Outlook.

Skills

• SQL familiarity an asset
• Programming familiarity an asset

Location

• Toronto

Work Type

• Full-time
• Hybrid

Experience Level

• Intern

Education Level

• Undergraduate program

Salary/Compensations

• $49,000 - $51,000 (prorated for the term)

Benefits

• Paid time off

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.
• 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.

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.
• 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.