At a Glance
- Tasks: Manage investment operations and oversee daily fund valuation processes.
- Company: Join Great-West Lifeco, a leading financial services company with a global presence.
- Benefits: Enjoy competitive salary, health benefits, education reimbursement, and flexible work options.
- Other info: Dynamic workplace with opportunities for growth and community involvement.
- Why this job: Make an impact in finance while developing your career in a supportive environment.
- Qualifications: Accounting designation and experience in investments are assets; strong leadership skills required.
The predicted salary is between 92250 - 112750 $ per year.
The Investment Operations team is responsible for all accounting and valuations for Canada Life segregated funds and general account assets. The Associate Manager is responsible for managing key aspects of Investment Operations functions and 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 Associate Manager provides guidance and training to other employees in the unit including the review of other employee’s work and leading projects. This individual provides support to management, is responsible for initiating and implementing process improvements, and assists with development of financial control processes.
What you'll do:
- Assist in the onboarding process of new fund investments by reviewing legal documents, investment materials, and sample statements to identify operational readiness and limitations.
- Oversee the compilation and analysis of a variety of quarterly financial reports/entries for investment activity and holdings to support corporate financial statements, and management reports.
- Provide oversight and review of daily, month-end and quarter-end trading operations.
- Responsible for oversight of manual and automated trading process.
- Interact professionally and develop business relationships with key business partners such as: Investment Managers, and internal departments.
- Support continuous improvement and be involved in streamlining and documentation of processes.
- Participate and lead implementation of departmental initiatives and special projects.
- Directly support junior employees in problem solving and assists management team with planning individual career development of employees, and workload balancing.
- Responsible for training others in the department.
- Provide direct leadership to operations team, including coaching/training new leaders.
- Participate in departmental business and resource planning.
What you'll bring:
- Completion of a professional accounting designation.
- Experience with segregated funds, mutual funds and securities/investments would be considered an asset.
- Experience with financial reporting, private equity accounting, valuations, and fund accounting would be considered an asset.
- Excellent analytical, problem solving and decision-making abilities.
- Demonstrated ability to work effectively in a fast-paced, changing environment.
- Strong leadership skills with ability to lead processes and develop strong team members.
- Experience with supervising and/or leading employees within a team environment.
- Demonstrated ability to handle multiple priorities while managing deadlines.
- Well-developed organizational and time management skills, with the ability to deal with fluctuating work volumes.
- Superior communication skills both verbally and in written form.
- Experience with SQL, Alteryx, Power BI, and advanced Excel functions would be considered an asset.
- Strong attention to detail.
Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Toronto, London, Winnipeg.
What we offer:
- 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.
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.
Associate Manager, Investment Operations in London employer: Canada Life
Canada Life is an exceptional employer that fosters a high-performing culture, offering strategic leadership opportunities in compliance and risk management. With locations in vibrant cities like Toronto, London, Montreal, and Winnipeg, employees benefit from a collaborative work environment, comprehensive professional development programs, and a commitment to work-life balance, making it a rewarding place for those seeking meaningful careers.
