Team Lead, Investment Operations

Permanent Full Time 

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Position Overview:

The Investment Operations team is responsible for all accounting and valuations for Canada Life segregated funds and general account assets.

The Team Lead will play a significant role in the daily fund valuation process. This position is responsible for providing oversight in our daily procedures and activities supporting the general account Alternative Investments portfolio. In addition, the Team Lead provides guidance and training to other employees in the unit including the review of other employee's work. This individual provides support to management, is responsible for initiating and implementing process improvements, and assists with development of financial control processes.

Accountabilities:

• Responsible for oversight and review of manual trading entries
• Support the control framework and provide analysis of the daily pricing and fund valuation process
• Develop and demonstrate subject matter expertise around NAV valuations and operational functions (Trading, Reconciliation, Alternative Investments, or Reporting)
• Work as part of a team to prepare and review quarterly valuations of private equity investments
• Analyze a variety of financial reports on investment activity and holdings to support corporate financial statements, tax reports, regulatory and compliance reports
• Aid in developing processes for new assets and collaborating to create new reports as required
• Perform end of day benchmarking analysis and validation of net asset values
• Identify and make recommendations, as appropriate, to support continuous improvement and be involved in streamlining and documentation of processes
• Participate in development and implementation of departmental initiatives and special/ad hoc financial projects
• Indirect leadership of operations staff, including training and ongoing support in problem solving, and assists management team with planning individual career development of staff, workload balancing and resource planning

Qualifications and Competencies:

• Completion of post-secondary education, specializing in Accounting/Finance, such as Business Administration or B. Comm
• Completion of/or working toward a professional accounting designation
• Minimum four years of experience in an accounting related position
• Experience with financial reporting, private equity accounting, valuations, and fund accounting would be considered an asset
• Experience with segregated funds, mutual funds and securities/investments would be considered an asset
• Experience working in a fast-growth environment would be considered an asset
• Strong attention to detail in assessing financial information
• Excellent knowledge of spreadsheet programs (Excel) and other applications (Word, MS Query)
• Experience with Alteryx and/or SQL would be considered an asset
• Exceptional interpersonal skills, including demonstrated ability to work within high-performance teams as well as independently
• Superior communication skills, both verbally and in written form
• Well-developed organizational and time management skills, with the ability to deal with fluctuating work volumes

This position will be located in the Winnipeg head office.

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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.

Be your best at Canada Life- Apply today!

Being a part of Canada Life 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’re 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.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

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.

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

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