Senior Investment Analyst, Global Private Debt | Great West

Canada Life Group; Winnipeg; On-site; CAD 64,000 - 95,000; Full time

Benefits offered by this job

Education reimbursement

Mental health benefit

Volunteer day

Pension plan

Share ownership program

Employee discounts

Job summary

Great-West Lifeco is seeking a Senior Investment Analyst for Global Private Debt in Winnipeg to support the GPD team with annual credit reviews and new investments. The role focuses on leveraging data, automation, and AI tools to enhance decision making and efficiency across Canadian, U.S., and European markets.

The analyst will monitor portfolio performance, maintain risk reports, and contribute to process improvements, with opportunities to advance toward professional designations.

Qualifications

• Undergraduate degree in Finance, Accounting, Economics, Commerce, Business Administration, Data Analytics, Mathematics, Engineering, Computer Science, or a related analytical discipline.
• 2-4 years of professional experience in investment analysis, credit analysis, financial services, consulting, data analytics, or other analytical roles.
• Proficient in MS Office, including Excel, Word, and PowerPoint.
• Excellent written and verbal communication skills.
• Ability to work independently and complete tasks within deadlines.

Responsibilities

• Complete annual credit reviews for existing investments, including reviewing financial statements, financial models, and other transaction documents, analyzing performance, and monitoring covenant compliance.
• Monitor an assigned portfolio of investments, including reviewing quarterly financial statements and compliance reports, providing credit updates, and documenting the risk management process.
• Maintain various risk management/compliance reports.
• Assist in amendments and other investment management reports.
• Support the team in due diligence for new investment opportunities.
• Support in various process improvement projects.
• Leverage data analytics, automation tools, and AI-enabled solutions to improve workflows, enhance analysis, and increase team productivity.
• Identify opportunities to streamline recurring processes, synthesize information more effectively, and improve reporting through innovative use of technology.
• Stay current on emerging AI and data capabilities and proactively evaluate practical applications within the investment and credit analysis process.

Skills

Financial analysis

Credit analysis

Data analytics

AI tools experience

Problem solving

Communication

Education

Undergraduate degree in Finance/Accounting/Economics

Tools

Excel

Power BI

Python

Job description

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Senior Investment Analyst, Global Private Debt | Great West

Description:

Permanent Full Time

The Global Private Debt Investments(“GPD”) team oversees a $40 billion portfolio of private debt investments on behalf of Great-West Lifeco. Focused on the Canadian, U.S., and European private placement markets, the team originates, structures, and underwrites more than $4 billion of investments annually across corporates, infrastructure and project finance, and structured finance transactions.

The Investment Analyst will primarily support the GPD team by producing annual credit reviews on the existing portfolio, assisting in executing new investments, and other assigned tasks. This role is well-suited for an early-career professional who combines strong analytical skills with a demonstrated interest in leveraging data, automation, and AI tools to improve decision-making, enhance efficiency, and solve complex business challenges.

What you will do:

• Complete annual credit reviews for existing investments, including reviewing financial statements, financial models, and other transaction documents, analyzing performance, and monitoring covenant compliance.
• Monitor an assigned portfolio of investments, including reviewing quarterly financial statements and compliance reports, providing credit updates, and documenting the risk management process.
• Maintain various risk management/compliance reports.
• Assist in amendments and other investment management reports.
• Support the team in due diligence for new investment opportunities.
• Support in various process improvement projects.
• Leverage data analytics, automation tools, and AI-enabled solutions to improve workflows, enhance analysis, and increase team productivity.
• Identify opportunities to streamline recurring processes, synthesize information more effectively, and improve reporting through innovative use of technology.
• Stay current on emerging AI and data capabilities and proactively evaluate practical applications within the investment and credit analysis process.

What you will bring:

• Undergraduate degree in Finance, Accounting, Economics, Commerce, Business Administration, Data Analytics, Mathematics, Engineering, Computer Science, or a related analytical discipline.
• 2-4 years of professional experience in investment analysis, credit analysis, financial services, consulting, data analytics, or other analytical roles.
• Proficient in MS Office, including Excel, Word, and PowerPoint.
• Excellent written and verbal communication skills.
• Ability to work independently and complete tasks within deadlines.
• Ability to multi-task and coordinate with multiple team members.
• Experience in investment research or credit analysis considered an asset.
• Ability to analyze complex financial models preferred.
• Demonstrated curiosity and practical experience experimenting with AI tools, automation, data visualization, or workflow optimization in academic, professional, or personal projects.
• Experience using AI-enabled tools (e.g., Microsoft Copilot, ChatGPT, Claude, Gemini, Power BI, Python-based analytical tools, or similar technologies) to enhance productivity, research, analysis, or reporting is considered an asset.
• Strong problem-solving mindset with a willingness to challenge existing processes and identify opportunities for continuous improvement.
• Progress toward a professional designation (e.g., CFA) is considered an asset. Equivalent experience demonstrating strong analytical thinking, investment acumen, data literacy, or the practical application of AI and emerging technologies will be equally valued.

The base salary for this position is between $63,600.00 - $95,400.00 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).

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 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’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.

Location:

Winnipeg, MB, CA Toronto, ON, CA