Intern, Fund Financial Reporting (Fall 2024)

Posted 03 May 2024

Intern, Fund Financial Reporting (Fall 2024) at Mackenzie Investments

Finance Internships Toronto

Experience: Entry-Level
Salary Range: Not Specified

Close date: 02 June 2024

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Position Description

Position Details:

Fund Financial Reporting is currently hiring an intern looking for a summer term position, September to December 2024. Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply.

Fund Financial Reporting is responsible for regulatory reporting for all IGM mutual funds, exchange-traded funds, pooled funds and offshore funds.

The role works as part of a wider Fund Financial Reporting team to prepare and analyze financial, statistical and portfolio information for these funds.

Located in our Toronto office, the intern will be responsible for the following activities:

  • Preparing the interim and annual financial statements and management reports of the fund performance (MRFP) for mutual funds and pooled funds, as necessary;
  • Ensuring all data for each fund's financial statement, MRFP and Quarterly Portfolio Disclosure is accurate and completed within a tight regulatory timeline;
  • Coordinating the creation of final PDF documents with a desktop vendor and ensuring all changes to data, tables, and charts are done accurately;
  • Review data accuracy in Fund Facts documents;
  • Assist in preparing Fund tax calculations and tax return filings
  • Ensuring all internal and regulatory timelines are met
  • Assisting in various adhoc projects, as necessary.

Required Skill / Experience


  • Registered students returning to school in 2024 in a related field (BCom, BA, BSc, etc.)

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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.

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