Winter Intern 2027 - Fund Financial Reporting

Mackenzie Financial Corporation•Toronto, ON

30d•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.

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.
Candidates must be eligible to work full-time for the entire duration of the program.

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.