Grade: P5
Referral Level: N/A
Division: IGM-AMO  

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. 

Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients. 

At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive years and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals. 

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals. 

Job Purpose

The Fund Financial Reporting Department is accepting applications for the 4-month contract position of Analyst. The Analyst reports directly to the Senior Analyst and/or Manager. The Analyst works independently to prepare and analyze financial, statistical and portfolio information on the Mackenzie and IG managed mutual funds, exchange traded funds and pooled funds.

Responsibilities

The Analyst is responsible for:

• 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 and MRFP 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.
• Ensuring all internal and regulatory timelines are met
• Managing the version control process for various financial statements and MRFP drafts in both soft and hard copy.
• Assisting in various ad hoc projects, as necessary.

Qualifications

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

• Enrollment in the CPA program is preferred
• Demonstrated auditing or accounting experience in the investment fund industry is an asset
• Familiarity with financial instruments, including various derivatives
• Familiarity with both mutual fund trusts and mutual fund corporations
• Ability to work independently with minimal supervision
• Strong analytical skills with attention to detail
• Advanced knowledge of Microsoft Excel
• Excellent verbal and written communication skills.
  

Benefits:  

• COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component. 

• EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans. 

• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component. 

• WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements. 

• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).  

IGM 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. 

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

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to 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. 

Please apply by December 24, 2025. 

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