Associate Manager Investment Operations

Permanent Full Time 

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Position Overview:

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.

Accountabilities:

• 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

Qualifications and Competencies:

• 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.

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The base salary for this position is between  $80,400 - $130,400 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.

Be your best at Canada Life- Apply today

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed. You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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