Investment Reporting Analyst | Great West

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:

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 annually towards education 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 and personal days, we support community involvement with a volunteer day.

Financial Security: Company-matching pension plan, share ownership program and additional investment options.

Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!

Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about 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 [email protected]. All information provided will be handled in accordance with applicable laws and Great-West Lifeco policies.

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