Intern – Asset Management Operations, Portfolio Ops & Analytics (Summer Intern) - Jobs in Toronto

Job Description

IGM Financial Inc. is one of Canada #39;s leading diversified wealth and asset management companies with approximately $239 billion in total assets under management.The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals.Its activities are carried out principally through IG Wealth Management, Mackenzie Investments, and Investment Planning Counsel. Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investment, founded in 1967.Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.At Mackenzie Investments You Can Build Your Career with ConfidenceWe have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn while receiving the feedback you need to refine your skills and abilities.Mackenzie Investments 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. Position Details:Asset Management Operations, Portfolio Opsamp; Analytics is currently hiring an intern looking for a summer term position, May to August 2024.Candidates in an undergraduate program, returning to school after the internship are eligible to apply. Portfolio Opsamp; 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:

• 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
• 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

Requirements:

• Registered students returning to school in 2024 in a related field (BCom, BA, BSc, etc.)
• Ability to work well in a team environment
• Excellent interpersonal, communication, judgmentamp; 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
• SQL and/or programming familiarity an asset

To apply, please include a cover letter, resume and transcripts (full unofficial version) by January 21, 2024, at 11:59 pm EST. We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted. 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.