Investment Reporting Analyst | Great West

Canada Life Group; Winnipeg; On-site; CAD 51,000 - 76,000; Full time

Benefits offered by this job

Career development

Health & wellness

Time off

Financial security

Rewards & recognition

Community engagement

Job summary

Great-West Lifeco is seeking an Investment Reporting Analyst for its Global Investment Reporting and Compliance team. The role involves preparing investment compliance reports, data collection and reconciliation, and OSFI regulatory reporting support across Canada, Europe, and the US.

You’ll work with multiple stakeholders to ensure timely, accurate reporting and process improvements. Ideal candidates have an undergraduate degree in finance or related fields and 1–2 years of reporting

Qualifications

• Undergraduate degree in commerce, economics, mathematics, finance or related field.
• Interest in CPA/CFA designation and investment analysis.
• 1–2 years of reporting experience in accounting or finance, including co-op or internship.
• Attention to detail, organization and time management.
• Strong written and verbal communication skills.
• Proficiency with Excel (formulas, pivot tables) and PowerPoint; familiarity with SQL/BI tools is a plus.

Responsibilities

• Assist in preparing investment compliance reports and compare consolidated portfolio to policy requirements, benchmarks and indices.
• Prepare and deliver accurate investment data and assist portfolio analysis for internal stakeholders.
• Prepare schedules and analysis for OSFI regulatory reporting, including data reconciliation and variance analysis.
• Coordinate with business, technology and data teams to clarify data requirements and test solutions.
• Identify opportunities to simplify tasks and document improvements.
• Support global investment initiatives and ad-hoc reporting as required.

Skills

Investment reporting

Data analysis

Excel

Education

Undergraduate degree in commerce/economics/mathematics/finance

Tools

SQL

Power BI

Microsoft Access

PowerPoint

Excel macros

Job description

Investment Reporting Analyst | Great West

Description: Permanent Full Time

Position Overview:

The Investment Reporting Analyst, Global Investment Reporting and Compliance, will be a member of the global investment reporting team and will support the preparation of reporting to meet Great-West Lifeco's global investment reporting objectives.

The Analyst will focus on investment compliance reporting and related analysis for Great-West Lifeco's consolidated investment portfolio, while also supporting investment disclosures for OSFI regulatory reporting, financial statements, and Management's Discussion and Analysis (MD&A). Working with regional investment teams in Canada, Europe, and the US, the Analyst will collect, validate, and reconcile investment data, follow up on reporting questions, and contribute to process improvements, with guidance from senior team members.

Accountabilities:

• Assist in preparing investment compliance reports and comparing Great-West Lifeco's consolidated investment portfolio against policy requirements, benchmarks, and indices using established methods; flag period-to-period and other variances for review.

• Prepare and deliver accurate, timely investment data and assist with portfolio analysis to support internal stakeholders, with guidance from senior team members.
• Prepare investment schedules and related analysis for OSFI regulatory reporting, including data reconciliation, variance analysis, supporting documentation, and coordination with key stakeholders.
• Work with business, technology, and data management teams to clarify routine data requirements, follow up on data issues, and support testing of solutions.

• Identify opportunities to simplify routine tasks and assist with process improvements and documentation.

• Support global investment initiatives and projects by completing assigned reporting, data preparation, and testing tasks.

• Assist in ad-hoc projects and reporting as required.

Qualifications and Competencies:

• An undergraduate university degree is required, preferably in commerce, economics, mathematics, finance, or other related fields.

• An interest in pursuing a professional finance or accounting designation (CPA or CFA) and a keen interest in investment financial analysis.

• 1–2 years of relevant reporting experience in accounting or finance, including co-op or internship experience.

• Must be detail-oriented, highly organized, self-motivated, and possess strong time management skills.

• Ability to manage multiple tasks, meet reporting deadlines, and seek guidance when priorities conflict.
• Good analytical and problem-solving skills, with a willingness to learn.

• Good written and verbal communication skills.

• Working knowledge of Excel, including formulas and pivot tables, and PowerPoint. Familiarity with Excel macros is an asset.

• Knowledge of SQL, Power BI, Microsoft Access and Microsoft Copilot is an asset.

The base salary for this position is between $50,900.00 - $76,400.00 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:

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.

Learn moreabout 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.

Location

Winnipeg, MB, CA