Analyst Finance (Full Time 1 Month Contract)

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OtherAnalyst

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Quick Summary

Key Responsibilities

Preparing the interim and annual financial statements and management reports of the fund performance (MRFP) for mutual funds and pooled funds,

Requirements Summary

Enrollment in the CPA program is preferred; Demonstrated auditing or accounting experience in the investment fund industry is an asset; Familiarity with financial instruments,

Technical Tools

OtherAnalyst

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.

Responsibilities

~1 min read

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 statement and MRFP drafts in both soft and hard copy.
→Assisting in various adhoc projects, as necessary.

Requirements

~1 min read

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;
Working knowledge of generative AI tools (e.g., Microsoft Copilot, ChatGPT, Google Gemini) to support productivity and analysis
Excellent verbal and written communication skills.

The expected annual base salary range for this role is $58,000 - $72,500 which is determined based on skills, knowledge and experience and geographic location

What We Offer

~2 min read

✓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).