Senior Investment Analyst, Global Private Debt | Great West

Financeroles; Winnipeg; On-site; CAD 64,000 - 95,000; Full time

Benefits offered by this job

Education reimbursement up to $2,000/年

Health and dental benefits

Mental health benefit of $5,000

Volunteer day

Job summary

Great-West Lifeco is seeking a qualified professional in Winnipeg for a permanent, full-time investment/credit analysis role. You will complete annual credit reviews, monitor a portfolio, and maintain risk management reports, while supporting due diligence for new opportunities and process improvements.

Responsibilities include leveraging data analytics and AI-enabled tools to streamline workflows, enhance analysis, and improve reporting.

Qualifications

• Bachelor level degree in finance, accounting, economics, commerce or related analytics field.
• 2-4 years of experience in investment or credit analysis, data analytics or related roles.
• Proficient in MS Office, including Excel, Word, and PowerPoint.
• Excellent written and verbal communication skills.
• Ability to work independently and meet deadlines.

Responsibilities

• Complete annual credit reviews for existing investments, including reviewing financial statements and models.
• Monitor an assigned portfolio, review quarterly financials and compliance reports.
• Maintain risk management/compliance reports.
• Assist in amendments and investment management reports.
• Support due diligence for new opportunities and process improvements.
• Utilize data analytics and AI-enabled tools to improve workflows and reporting.
• Identify opportunities to streamline processes and improve reporting with technology.
• Stay current on AI and data capabilities and apply them to investment analysis.

Skills

Investment analysis

Credit analysis

Data analytics

AI tools experience

Financial modeling

Communication skills

Time management

Problem solving

Education

Undergraduate degree in Finance or related field

Tools

MS Office (Excel, Word, PowerPoint)

Power BI

Python-based analytical tools

AI-enabled tools (Copilot/ChatGPT)

Job description

Permanent Full Time

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). 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 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.