Intern, Asset Management Operations, Portfolio Ops & Analytics (Fall 2024)

Posted 03 May 2024

Intern, Asset Management Operations, Portfolio Ops & Analytics (Fall 2024) at Mackenzie Investments

Investment & Corporate Banking Internships Toronto

Experience: Entry-Level
Salary Range: Not Specified

Close date: 02 June 2024

Apply now

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, 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 Confidence.

We 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. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

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. We are dedicated to offering a hybrid work environment when applicable.

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 Description

Position Details:

Asset Management Operations, Portfolio Ops & Analytics is currently hiring an intern looking for a fall term position, September to December 2024. Candidates in an undergraduate program, returning to school after the internship are eligible to apply.

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:

  • 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

Required Skill / Experience


  • 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, 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
  • SQL and/or programming familiarity an asset

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.

Please visit our career page by clicking on the following link: https://www.mackenzieinvestmen...

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