Team Lead, Investment Operations

Permanent Full Time 

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The Investment Operations team is responsible for all accounting and valuations for the 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.  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.

What you will do:

• Provide oversight and review of daily, month end and quarter end reconciliations
• Responsible for oversight of manual and automated trading processes
• Support the control framework and provide analysis of the daily pricing and fund valuation process
• Perform end of day benchmarking analysis and validation of net asset values
• Develop and demonstrate subject matter expertise around NAV valuations and operational functions (Trading, Reconciliation, Alternative Investments, or Reporting)
• Support continuous improvement and be involved in streamlining and documentation of processes
• Participate in development and implementation of departmental initiatives and projects
• Must interact professionally with related business partners such as Custodian banks, Investment Managers and internal departments
• Directly support junior staff in problem solving and assists management team with planning individual career development of staff, workload balancing and resource planning
• Responsible for training and providing technical guidance to colleagues
• Provide indirect leadership and coaching to operations staff
• Other general or department wide tasks as assigned

What you will bring:

• 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.
• Experience with financial reporting would be considered an asset.
• Strong attention to detail in assessing financial information.
• Completion of the Canadian Securities Course would be considered an asset
• Experience with segregated funds, mutual funds and securities/investments would be considered an asset
• Minimum four years of experience in an accounting related position
• Excellent knowledge of spreadsheet programs (Excel) and other applications (Word, MS Query)
• Excellent communication skills
• Ability to work independently and in a team setting
• Well-developed organizational and time management skills, with the ability to deal with fluctuating work volumes

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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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