Winter Intern 2027 - Asset Management Operations, Portfolio Ops & Analytics

Mackenzie Financial Corporation•Toronto, ON

28d•CA$49,000 - CA$51,000•Hybrid

About The Position

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 Details: Asset Management Operations, Portfolio Ops & Analytics, is currently hiring an intern looking for a Winter term position, January to April 2027. Candidates in an undergraduate program, returning to school after the internship are 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. Portfolio Ops & Analytics plays a key role in supporting investment management front office and is primarily responsible for the oversight of all aspects of day-to-day administration of investment funds. The role will liaise with Product, Investment Management, Portfolio Operations, Fund Accounting, Financial Reporting, and Fund Taxation to assist in operations and to move the dial forward on continuous improvement initiatives. Located in our Toronto office, the intern will be responsible for the following activities:

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 in 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

Nice To Haves

SQL and/or programming familiarity an asset

Responsibilities

Evolve and advance the Product Event roster in support of streamlining fund event execution (e.g. fund launches, mergers) by working with business partners to identify and resolve top 1-3 process “irritants”
Analyze fund reconciliation data to detect process gaps and identify root cause of errors
Document new processes and procedures to evolve the Fund Services Policy and Procedure Library
Review business processes to identify opportunities for improvement, including leveraging AI
Complete ad hoc research/operational analysis requests from internal stakeholders
Where required, assist in the preparation of Funds’ Financial Statements and Tax Returns and provide support in resolving fund accounting-related errors/issues with the external vendor