Mackenzie Investments

  • Senior Financial Analyst

    Job Location CA-ON-Toronto
    Posted Date 1 week ago(1/8/2019 2:01 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 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 $64.71 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 $160 billion. We are committed to the financial success of investors, through their eyes.


    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.


    The Fund Financial Reporting Department (FFR) is accepting applications for the position of Senior Financial Analyst. Reporting to the Manager of FFR, the Senior Financial Analyst works independently to prepare and analyze financial, statistical and portfolio information on the Mackenzie managed mutual funds, segregated funds and exchange traded funds, and to disseminate selected financial information within Mackenzie, to the public and to regulatory institutions. The Senior Financial Analyst is responsible for:

    • Preparing the interim and annual financial reports for mutual funds, segregated funds and exchange traded funds, as necessary;
    • Preparing Quarterly Portfolio Disclosures (QPD) for mutual funds and exchange traded funds;
    • Preparing and analyzing daily, weekly, monthly, quarterly and/or annual financial, compliance and performance reporting to management, government, regulators, and third parties;
    • Assist with the compilation, preparation and review of the Fund Facts and ETF Facts
    • Documenting and reviewing internal control policies and procedures, and recommending and implementing process and system improvements when necessary;
    • Lead a team of financial analysts;
    • Assisting in various adhoc projects, as necessary.

    To carry out these responsibilities, the following qualifications are required:

    • Enrollment in the CPA program is mandatory;
    • Demonstrated auditing or accounting experience in the investment fund industry;
    • Familiarity with complex financial instruments, including various derivatives;
    • Experience preparing financial statements for mutual funds;
    • Experience coordinating external audits
    • Ability to work independently with minimal supervision;
    • Strong analytical skills with attention to detail;
    • Advanced knowledge of Microsoft Excel, knowledge of VBA for excel an asset;
    • Experience with MPower or W360 would be an asset; and
    • Excellent verbal and written communication skills.

    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 and have your referral indicate that they were referred by you when completing the application. All resumes should be received by January 22, 2019.  If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The job grade for this position is 11. The referral bonus 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.


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