Hybrid Team Lead, Investment Operations

at Canada Life

• Job title: Team Lead, Investment Operations
• Job type: Full Time
• Experience level: Senior
• Salary: CA$59,800 - CA$99,700 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Winnipeg, Canada

About the role

• Team Lead overseeing Investment Operations for Canada Life, managing accounting and valuations. Guiding processes, training staff, and supporting management with financial controls.

Responsibilities

• Provide oversight and review of daily, month end and quarter end reconciliations.
• Responsible for oversight of manual and automated trading processes.
• Support the control framework and provide analysis of the daily pricing and fund valuation process.
• Perform end of day benchmarking analysis and validation of net asset values.
• Develop and demonstrate subject matter expertise around NAV valuations and operational functions (Trading, Reconciliation, Alternative Investments, or Reporting).
• Support continuous improvement and be involved in streamlining and documentation of processes.
• Participate in development and implementation of departmental initiatives and projects.
• Must interact professionally with related business partners such as Custodian banks, Investment Managers and internal departments.
• Directly support junior staff in problem solving and assists management team with planning individual career development of staff, workload balancing and resource planning.
• Responsible for training and providing technical guidance to colleagues.
• Provide indirect leadership and coaching to operations staff.
• Other general or department wide tasks as assigned.

Requirements

• Completion of post secondary education, specializing in Accounting/Finance, such as Business Administration or B. Comm.
• Completion of/or working toward a professional accounting designation.
• Experience with financial reporting would be considered an asset.
• Strong attention to detail in assessing financial information.
• Completion of the Canadian Securities Course would be considered an asset.
• Experience with segregated funds, mutual funds and securities/investments would be considered an asset.
• Minimum four years of experience in an accounting related position.
• Excellent knowledge of spreadsheet programs (Excel) and other applications (Word, MS Query).

Benefits

• Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Company-matching pension plan, share ownership program and additional investment options.
• Employee recognition programs, service milestone celebrations, employee discounts and more!
• We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.