Associate Manager, Investment Operations | Great West

The Canada Life Assurance Company; Toronto; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Education reimbursement

Mental health benefit

Volunteer day

Company-matching pension

Share ownership program

Employee discounts

Job summary

The Canada Life Assurance Company in Toronto is seeking an Associate Manager to lead Investment Operations overseeing daily fund valuation for segregated funds and general account assets. You will provide guidance, review work, and lead process improvements while developing staff and managing priorities.

The role requires a professional accounting designation, experience in funds, and strong leadership. It offers hybrid work in Canada, with opportunities across major offices.

Qualifications

• Completion of a professional accounting designation.
• Experience with segregated funds, mutual funds or securities/investments is an asset.
• Experience with financial reporting and fund accounting is an asset.
• Strong analytical, problems solving and decision making abilities.
• Ability to work in a fast-paced, changing environment.
• Strong leadership and ability to lead processes and develop team members.
• Experience supervising employees in a team environment.
• Ability to manage multiple priorities and meet deadlines.
• Excellent organizational and time management skills.
• Superior verbal and written communication skills.

Responsibilities

• Oversee daily fund valuation and investment operations processes.
• Provide oversight of quarterly financial reports/entries for investment activity.
• Supervise trading operations daily, month-end, and quarter-end.
• Oversee manual and automated trading processes.
• Build relationships with Investment Managers and internal teams.
• Drive process improvements and document procedures.
• Lead departmental initiatives and special projects.
• Mentor junior staff and support career development.

Skills

Professional accounting designation

Leadership skills

Financial reporting

Problem solving

Analytical thinking

Team management

SQL

Alteryx

Power BI

Advanced Excel

Communication skills

Education

Professional accounting designation

Tools

SQL

Alteryx

Power BI

Advanced Excel

Job description

Permanent Full Time

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.

The base salary for this position is between $XX,XXX - $XX,XXX 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 additionalinvestment 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 [e-mail] . All information provided will be handled in accordance with applicable laws and Great-West Lifeco policies.

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