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Intern, Asset Management Operations, Portfolio Ops & Analytics (Fall 2024)

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Mackenzie Investments

3mo ago

Applications are closed

  • Internship
    Full-time
    Off-cycle Internship
  • Banking & Finance
  • Toronto

Requirements

  • Registered students returning to school in 2024 in a related field (BCom, BA, BSc, etc.)
  • Ability to work well in a team environment
  • Excellent interpersonal, communication, judgment & decision-making skills
  • Ability to self-motivate and prioritize time-sensitive deadlines
  • Capable of applying sound judgment in constructing analysis and in formulating recommendations
  • Resourceful and creative in solving new/non-recurring problems through research and well-supported analysis and business acumen
  • Proficient in Microsoft Office applications, specifically SharePoint and Excel, familiar with Word and Outlook
  • SQL and/or programming familiarity an asset

Responsibilities

  • Evolve and advance the Product Event roster in support of streamlining fund event execution (e.g. fund launches, mergers) by working with business partners to identify and resolve top 1-3 process “irritants”
  • Analyze fund reconciliation data to detect process gaps and identify root cause of errors
  • Document new processes and procedures to evolve the Fund Services Policy and Procedure Library
  • Complete ad hoc research/operational analysis requests from internal stakeholders
  • Where required, assist in the preparation of Funds’ Financial Statements and Tax Returns and provide support in resolving fund accounting-related errors/issues with the external vendor

Mackenzie Investments

Finance
Industry
1001-5000
Employees
1967
Founded Year

Mission & Purpose

Mackenzie Investments is a leading investment management firm providing investment advisory and related services to retail and institutional clients. Mackenzie’s heritage is one marked by innovation and thought leadership driven by expertise in asset management that creates financial success for investors. Today, we are building on that legacy with determined energy, forward thinking and innovative, timely ideas. Our progress is fueled by leading minds recruited from world-class institutions. With top talent, the stability of strong ownership, and an unwavering commitment to investor success, Mackenzie builds confidence in a changing world.