Grade: S5
Referral Level: Level 1
Division: MI-INV-HK

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 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 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 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. 

Primary Responsibilties:

This role is a versatile position that integrates front office support, operations, and finance.

• Support front office and assist in enhancing functionality by optimizing Bloomberg tools for the Investment Team, ensuring the accuracy of data and risk analytic models.
• Perform daily morning checks and reconciliations of positions and cash for all funds and ETFs, including updating cash balance forecasts for traders.
• Handle special settlement situations and coordinate with the Middle Office BNYM team on unmatched trades.
• Oversee proxy voting and corporate actions.
• Post journals to the SAP accounting system and maintain bank reconciliations and petty cash.
• Process expense spreadsheets and invoices, and calculate funds advisory fees
• Assist in the preparation of monthly and quarterly financial reports, audited financial statements, board reports, and budget documentation.
• General office support

The following qualifications will assist the successful candidate in carrying out these responsibilities:

• Post-secondary degree in accounting/finance/business/commerce, or equivalent 
• 3+ years in a fund management operations or related position
• Good knowledge of equity, bond, and FX settlement cycle process across the region
• A high level of proficiency in using both Bloomberg and Excel
• Participating in departmental initiatives and projects
• Excellent command of written and verbal communication in both English and Cantonese, proficiency in Mandarin is a plus
• Strong interpersonal and communication skills
• Strong attention to detail coupled with proven research and problem-solving skills
• Ability to work independently in a time-sensitive environment and deal with fluctuating work volumes

Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers 

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 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 apply by July 23, 2025. 

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