Senior Investment Reporting Analyst

 Permanent Full Time

We are hiring for a Senior Investment Reporting Analyst in Winnipeg, MB.

Senior Investment Reporting Analyst, Global Investment Reporting and Compliance, will be a key member of the global investment reporting team and will support management in achieving Great-West Lifeco's global investment reporting objectives.

The Senior Analyst will prepare reporting and analysis on Lifeco's consolidated investment portfolio used by senior management. This role will provide the individual with the opportunity to add value to Lifeco's strategic investment approach through financial reporting and analysis on topics that are important to senior management. The Senior Analyst will liaise directly with regional investment teams in Canada, Europe, and the US. The role will also assist in the preparation of investment data, developing new reports and improving processes on complex issues.

What you will do:

• Prepare and analyze a wide variety of financial reports on investment activity and holdings for senior management.
• Assist in the preparation of investment compliance reports in relation to investment policies, as well as ongoing analysis and reporting of period-to­ period variances.
• Assist with the preparation and timely delivery of complete and accurate investment data to stakeholders to enable critical investment analysis capabilities.
• Collaborate with internal teams to develop advanced analysis on the Lifeco consolidated investment portfolio.
• Analyze the consolidated Lifeco investment portfolio in comparison with policies, benchmarks, indices and peers.
• Support continuous improvement and be involved in streamlining and documentation of processes.
• Participate in the development and implementation of global investment initiatives and projects.
• Monitor and report on current market issues.
• Other complex reporting and analysis, as required.
• Assist in ad-hoc projects and reporting as required.

What you will bring:

• An undergraduate university degree is required, preferably in commerce, economics, mathematics, finance, or other related fields.
• Completed or working towards completion of a professional finance or accounting designation (CPA or CFA) and a keen interest in investment financial analysis.
• 3+ years of reporting experience in accounting/finance-related positions.
• Must be detail-oriented, highly organized, self-motivated, and possess strong time management skills.
• Demonstrated ability to handle multiple priorities while managing tight deadlines.
• Passionate about turning data into useful information.
• Excellent analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Proficient with advanced Excel functions, such as pivot tables and macro functions, and a working knowledge of PowerPoint.
• Knowledge of SQL and Microsoft Access is an asset.

The base salary for this position is between  $49,100 - $73,600 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.

Be your best at Great-West Lifeco and Canada Life - Apply today! 

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 2023, our companies had over 33,500 employees, 232,000 advisor relationships, and thousands of distribution partners – serving approximately 42 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.

Being a part of our organization means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.  

You can be your best here. You are part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

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

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