Senior Reporting Analyst

Permanent Full Time 

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Canada Life is currently looking for a Senior Investment Funds Reporting Analyst to join the Financial Operations team. 

This role is responsible for configuring, maintaining, and analyzing Segregated Fund data and reports captured from several different systems. In addition it also plays a critical role in ensuring regulatory compliance, accuracy of fund data, efficient operations, and advisor/client experience.

What you’ll do

• Maintain Segregated Fund Database(s) (1,000+ funds)
• Support statement preparation and distribution (Audited Financial Statements)
• Analyse data from various business information to contribute to organizational decisions
• Assist with repetitive tasks that support financial operations, data flow and data management
• Coordinate a variey of Fund Reports incluing Individual Wealth Fund Facts and Workplace Solutions Fund Reports
• Ensure content compliance
• Participate in vendor relationships, templates, and tight reporting deadlines
• Collaborate with and build strong relationships with a variety of internal stakeholders and business + finance teams 

What you will bring

• 2+ years of experience in data reporting & analytics experience - ideally in Segregated Funds
• Advanced Excel/Macros and experience with data/reporting systems
• Well-developed organizational and time management skills, with the ability to deal with fluctuation work volumes, and possible competing priorities
• High accuracy and attention to detail, especially with large data sets
• Advanced analytical and problem‑solving capabilities
• Consistently meets goals and completes assigned tasks, clarifying work when needed
• Ability to think outside the box, shares improvement ideas and readily implements optimized work processes and practices
• Strong communication skills to effectively communicate with various audiences and all levels of staff
• Ability to recognize when to escalate issues
• Self-motivation with a desire to learn and embrace new challenges
• Post‑secondary degree or diploma in a related field

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The base salary for this position is between $59,800  - $99,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. 

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. 

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.  

• Financial Security: Company-matching pension plan, share ownership program and additional investment options. 

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!  
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. 

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