Associate Manager, Investment Financial Management

Permanent Full Time

The Associate Manager, Investment Financial Reporting, supports the delivery of management and financial reporting for the company’s investment portfolio. Reporting to the Director, Investment Financial Reporting, this role focuses on segmented reporting, surplus and liquidity analysis, and providing high-quality analysis and insights to support internal reporting and decision-making.

What you will do: 

• Support management reporting for the investment portfolio, including preparation and analysis of results for senior management.
• Review and analyze segmented reporting, including segmented balance sheets and segmented investment income.
• Support surplus forecasting and liquidity analysis, including assessment of key drivers, cash flow considerations, and variances.
• Contribute to budgeting and planning processes, including analysis of investment income and balance sheet expectations.
• Oversee the allocation of foreign exchange movements on invested assets across segments, currencies, and asset classes, including maintenance and ongoing refinement of the underlying model.
• Review investment activity and holdings to support management, regulatory, and planning processes, including preparation of related analysis and commentary.
• Provide guidance and support to team members, including review of work and contribution to process and reporting improvements.

What you will bring:

• University degree, in Business, Finance, Economics or a related field
• CPA designation preferred.
• Familiar with accounting for investments under International Financial Reporting Standards.
• Experience with management reporting, financial analysis, and segmented reporting concepts.
• Strong analytical and problem-solving skills, with the ability to interpret financial results and identify key drivers.
• Strong leadership skills with ability to lead processes and develop strong team members.
• Attention to detail with a focus on data quality, controls, and auditability.
• Effective communication skills, with the ability to clearly summarize and explain financial results.
• Ability to manage competing priorities and meet deadlines in a fast-paced environment.
• Proficient with Microsoft Office, including strong working knowledge of Excel
• SAP experience would be considered an asset.

The base salary for this position is between $71,900.00 - $119,800.00 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 Great-West Lifeco

Great-West Lifeco Inc is a Canadian headquarter, international financial services holding company with interests in life insurance, health insurance, retirement and investment services, asset management, and reinsurance businesses. We operate in Canada, the United States, and Europe under the brands: Canada Life, Empower and Irish Life. At the end of 2024, our companies had over 32,250 employees, 106,000 advisor relationships, and thousands of distribution partners – serving approximately 40 million customer relationships.

Great-West Lifeco trades on the Toronto Stock Exchange (TSX) under the ticker symbol GWO and is a member of the Power Corporation group of companies.

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 Great-West Lifeco.  

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 Great-West Lifeco policies.  

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