Investment Reporting Analyst
Permanent Full Time
The Investment Reporting Analyst is responsible for delivering accurate, timely, and comprehensive investment reporting for the Investment Division. This includes preparing, consolidating, and analyzing financial information to support internal stakeholders, senior leadership, and external reporting requirements.
What you will do:
- Compile, analyze, and summarize investment activity and holdings to support both internal and external reporting;
- Preparation of working papers for financial statements, MD&A investment disclosures, tax reports, and regulatory and compliance reporting;
- Develop accurate financial analysis and reports for senior management, ensuring clarity and reliability of information;
- Reconcile investment earnings to the general ledger and prepare quarter-end journal vouchers;
- Identify opportunities to enhance efficiency through process improvements and automation to streamline processes; and
- Provide ad-hoc investment data analysis and reporting to support business needs.
What you will bring:
- An undergraduate degree in Business, Mathematics, Economics, or a related field;
- Enrollment in the CPA program, or progress toward the designation, is considered an asset;
- Experience in business, financial, or data analysis preferred;
- Strong analytical thinking and problem-solving abilities;
- Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment;
- A self-motivated approach with the ability to work independently and take initiative; and
- Proficiency in Microsoft Office, with advanced knowledge of Excel.
The base salary for this position is between $45,900.00 - $68,800.00 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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Winnipeg, MB, CA