Associate Manager, Investment Operations | Great West

Canada Life Group; Winnipeg; On-site; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards & Recognition

Community

Job summary

Canada Life in Winnipeg, MB, seeks an Associate Manager, Investment Operations to oversee daily fund valuation processes and support the general account Alternative Investments portfolio.

You will lead and train staff, drive process improvements, and coordinate with Investment Managers and internal partners to ensure accurate financial reporting and timely management updates.

Qualifications

• Completion of a CPA designation.
• Experience with segregated funds, mutual funds and securities/investments is an asset.
• Experience with financial reporting, private equity accounting, valuations and fund accounting is an asset.
• Excellent analytical, problem solving and decision-making abilities.
• Ability to lead processes and develop team members.
• Strong communication skills, both verbal and written.

Responsibilities

• Assist onboarding of new fund investments by reviewing legal documents and investment materials.
• Oversee compilation and analysis of quarterly financial reports/entries for investment activity and holdings.
• Provide oversight of daily, month-end and quarter-end trading operations.
• Lead and review manual and automated trading processes.
• Build relationships with Investment Managers and internal departments.
• Support process improvements and documentation of procedures.
• Participate in departmental initiatives and special projects.
• Mentor and develop junior employees, including workload balancing and career planning.
• Provide training to department staff and leadership to the operations team.

Skills

Leadership

SQL

Alteryx

Power BI

Advanced Excel

Analytical skills

Problem solving

Communication

Team supervision

Time management

Education

CPA designation

Tools

SQL

Alteryx

Power BI

Excel (Advanced)

Job description

Associate Manager, Investment Operations | Great West

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.

Location

Winnipeg, MB, CA London, ON, CA Toronto, ON, CA

The base salary for this position is between $XX,XXX- $XX,XXXannually. 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

• Career Development : Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity :We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted 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 handledin accordance withapplicable laws and Great-West Lifeco policies.