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Intern, Fund Financial Reporting (Fall 2024)

🚀 Off-cycle Internship


11d left

AI generated summary

  • You must be an undergrad student returning to school after the internship to apply for the Fund Financial Reporting Intern role at Mackenzie Investments in Fall 2024.
  • You will assist in preparing financial statements, reports, and tax filings for mutual funds, ensuring accuracy and meeting tight regulatory deadlines. Coordinating with vendors, reviewing data, and handling adhoc projects will be part of your daily tasks.

Off-cycle Internship

Banking & FinanceToronto


  • Fund Financial Reporting is currently hiring an intern looking for a summer term position, September to December 2024. 
  • Fund Financial Reporting is responsible for regulatory reporting for all IGM mutual funds, exchange-traded funds, pooled funds and offshore funds.
  • The role works as part of a wider Fund Financial Reporting team to prepare and analyze financial, statistical and portfolio information for these funds.


  • Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply.

Education requirements

Currently Studying

Area of Responsibilities

Banking & Finance


  • 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, MRFP and Quarterly Portfolio Disclosure 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;
  • Review data accuracy in Fund Facts documents;
  • Assist in preparing Fund tax calculations and tax return filings
  • Ensuring all internal and regulatory timelines are met
  • Assisting in various adhoc projects, as necessary.


Work type

Full time

Work mode


Application deadline

Jun 2, 2024