Team Lead, Investment Operations

Permanent Full Time

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

The base salary for this position is between $54,700 - $104,700 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 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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