Mackenzie Investments

  • Financial Analyst

    Job Location CA-ON-Toronto
    Posted Date 6 days ago(10/11/2018 2:17 PM)
    Reference Number
    # Positions
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking
    Career Level
    Entry Level, Experienced
    Years of Experience
  • Job Description

    Mackenzie Investments is currently accepting applications for the position of Financial Analyst, Fund Taxation within the Fund Tax Services department.

    Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $60 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $140 billion.

    Our Vision

    Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.

    Our Values

    Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the
    following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.

    At Mackenzie Investments you can Build Your Career with Confidence by:

    Changing the Game:  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.

    Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.

    Being Proud: As a 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.

    Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.

    Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.

    Thriving in a Supportive Environment:  We have created a workplace where your efforts and career are supported by your team and your leader.

    About the Fund Tax Services team

    Located as part of Mackenzie Investments in Toronto, the Fund Tax Services team is a shared service within IGM Financial. The successful candidate will be part of the team responsible for tax compliance and distributions and is a key tax resource for all fund related products.  The team’s primary functions include:

    • Tax compliance and reporting for investment funds including mutual fund trusts, ETFs, mutual fund corporations, segregated funds, and other entities
    • Distribution estimates and monthly, quarterly and annual distribution calculations for these investment funds
    • Tax research and analysis related to investment fund launches, operations, changes and mergers

    About the Analyst position

    Reporting to the AVP, Fund Tax Services, the Analyst’s duties include:

    • Preparing tax returns and related filings for various investment funds
    • Calculating periodic fund distributions and estimated distributions for these investment funds
    • Performing ad hoc research and analysis relating to investment fund mergers and similar events
    • Reviewing corporate actions and recommending appropriate responses
    • Documenting internal procedures
    • Implementing process improvements as required


    To carry out these responsibilities, the Analyst requires these qualifications:

    • Undergraduate degree, preferably in accounting or finance
    • Enrollment in a program leading to an accounting designation or a tax accreditation is preferred
    • Tax or accounting experience in the investment fund industry is an asset
    • Ability to work both independently and as part of a team
    • Capacity to manage multiple competing projects and deadlines, as well as a fluctuating workload
    • Strong analytical and organizational skills with high attention to detail
    • Excellent verbal and written communication skills
    • Advanced computer skills, including expert proficiency in Excel and other Microsoft Office products; knowledge of VBA is an asset
    • Knowledge of tax preparation software and fund reporting software is an asset
    • Willingness to learn and seek enhancements to existing processes

    Internal applicants

    If you are interested in applying for this position, please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option. All resumes should be received by October 25 2018. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. This position is a job grade level 9. The referral bonus level for this position is 2.

    External applicants

    We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

    Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.

    Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.


    File #18-228


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