Location: Toronto

Department: Asset Management Operations – Fund Services

Reports to: AVP, Fund Oversight

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. 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 year 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. 

Role Overview

The Senior Analyst, Fund Oversight is responsible for executing strong, independent oversight across assigned investment funds. This role ensures the accuracy, integrity, and control of fund-level deliverables, including NAVs, reconciliations, financial reporting, and incident resolution, while also contributing to carefully governed process improvements and automation initiatives that enhance efficiency, resilience, and oversight quality.

Automation is applied pragmatically and responsibly, with a focus on sustainability, auditability, and proven business continuity—not automation for its own sake.

Key Responsibilities

Fund Oversight (Primary Focus)

• Review and challenge daily, monthly, and periodic fund deliverables, including NAVs, reconciliations, and financial reporting
• Investigate and resolve fund oversight issues and incidents, including root-cause analysis and impact assessment
• Oversee administrator performance, including reconciliation quality, timeliness, and issue remediation
• Support audit requests and maintain clear, defensible oversight documentation
• Ensure compliance with internal controls, oversight standards, and regulatory expectations

Process Improvement & Automation

• Identify meaningful opportunities to strengthen fund oversight through targeted process improvements or automation
• Design and implement controlled, well-documented tools that enhance accuracy, consistency, and scalability
• Ensure all automation is BCP-ready, auditable, and supported by clear fallback procedures
• Partner with stakeholders to align improvements with governance and risk expectations

Reporting & Insights

• Develop and maintain oversight dashboards and reporting for management and risk forums
• Analyze trends across incidents, reconciliations, and operational risk indicators
• Provide concise, actionable insights to support continuous improvement

Qualifications

Required

• 3+ years of experience in fund oversight, fund accounting, or asset management operations
• Strong understanding of fund structures, NAV processes, and reconciliation workflows
• Proven analytical skills and attention to detail
• Advanced Excel capabilities (Power Query, data analysis)
• Strong communication skills and ability to exercise professional judgment

Preferred

• Experience with Power BI, SQL, Python, or similar tools
• Experience implementing controlled automation or reporting solutions
• Exposure to audits, SOC reports, and financial control environments

Key Attributes

• Oversight-first mindset with strong risk and control awareness
• Pragmatic, disciplined approach to automation and change
• High ownership, accountability, and attention to quality
• Comfortable operating in a regulated, fast-paced environment

The expected annual base salary range for this role is 72,500 - 91,000, which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

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.  

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people. 

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

Please apply by May 18 2026.

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