About the role#
The Fund Financial Reporting team manages regulatory reporting for mutual, exchange-traded, pooled, and offshore funds. As an intern, you will join this team to prepare and analyze financial, statistical, and portfolio information. This is a full-time, paid position for the winter term running from January to April 2027.
What you'll do#
- Prepare annual financial statements, Management Reports of Fund Performance, and Quarterly Portfolio Disclosures.
- Review fund tax distribution working papers for accuracy and completeness.
- Assist in the preparation of supporting documentation for PFIC filings.
- Review T3 tax returns and related informational returns.
- Improve existing processes through automation, Excel enhancements, or AI tools.
- Coordinate with vendors to produce final documents and manage version control for drafts.
What you'll need#
- You are a registered student in a field such as Business Administration, Finance, Accounting, or Economics and will return to school after the internship.
- Proficiency with Microsoft Office applications including Excel, Word, Outlook, and PowerPoint.
- Familiarity with financial statements or International Financial Reporting Standards.
- Strong analytical skills and a high level of attention to detail.
- Ability to self-motivate and manage time-sensitive deadlines.
- Ability to work effectively within a team.
Location & details#
- Location: Greater Toronto Area, Ontario.
- Work Modality: Hybrid, with three days per week in the office.
- Schedule: Full-time, 37.5 hours per week, Monday through Friday.
About Mackenzie Investments
Mackenzie Investments is an investment management firm based in Toronto. It provides advisory services to both retail and institutional clients. The firm manages mutual funds, ETFs, and private market investments. It employs 1,341 people.
How to get in at Mackenzie Investments
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