Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Investment Performance and Analytics Associate conducting investment accounting and analysis for MassMutual. Collaborating with teams to enhance financial reporting and ensure compliance with regulations.
Responsibilities
- Develops comprehensive data analysis and expectation of investment return and performance by major and minor assets type and perform flux analysis and provide insight into variance.
- Analyze trends and results, use strong business acumen and communication skills collaborating with peers and the financial reporting team to draft and contribute to commentary which enables readers to quickly understand how performance is impacting financial results.
- Supports the Controller & Financial reporting team in providing accounting information such as financial statements, footnote schedules, regulatory reports and other management reports.
- Effectively collaborates with accounting policy, the chief Investment office, tax, financial reporting capital management and business unit controllers.
- Lead the research and implementation of new GAAP investment accounting requirements and determines the accounting process for new investments and investment related transactions.
- Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team.
- Initiates and/or leads increasingly complex projects and continuous improvement activities that may span beyond the scope of the team's responsibilities.
- Responsible for leading problem solving to improve quality, close cycle times, increase efficiencies, improve employee engagement and customer satisfaction.
Requirements
- Bachelor’s degree or equivalent experience
- 4+ years of data analytics, performance measurement, accounting or financial reporting experience in Assets Management or Financial Services industry
- Prior exposure to investment accounting, subsidiary ledger processing and related investment matters a plus!
- CPA or CFA progress towards preferred
- Experience working on big data, logical analytics and ratio analysis
- Preferred experience working with and supporting several corporate units
- Preferred experience working in a Lean Six Sigma environment with strong root cause problem solving experience
- Ability to partner with and influence business leaders and peers in investment process redesign and improvements
- Experience using investment data and information to analyze and communicate the implications of investment accounting and ERP tools (SAP, Hyperion, NetSuite, etc.)
- Intellectual curiosity to continue learning and adding breadth and depth to understanding.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Networking opportunities
- Access to learning content
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Associate Director managing money market portfolios for Canada Life. Overseeing daily cash management activities and executing trades to ensure optimal liquidity.
Senior Product Manager leading payments and financial platforms at a Lagos - based fintech. Driving product vision and execution for a transformative B2B payments solution.
Werkstudent supporting various finance functions including managing guarantees and assisting with legal research at Calanbau Brandschutzanlagen GmbH in Hamburg.
IT Budget Analyst driving cost optimisation across cloud and IT infrastructure at Vodafone. Collaborating with cross - functional teams to ensure technology investments align with business objectives and are managed efficiently.
Trainee Lawyer/Lawyer providing legal support in Debt Capital Markets transactions. Collaborating with clients and internal teams in a global law firm.
Associate supporting Trade Finance and Working Capital solutions within RBC Commercial Banking. Collaborating with various teams to ensure high - quality client experience and deal execution.
Program Associate supporting the CCFLA team's urban climate finance initiatives at CPI. Collaborating with national and international partners to manage grants and communications.
Analyst role at Climate Policy Initiative supporting research initiatives and capacity building in sustainable finance. Engaging with stakeholders to promote a low - carbon economy.
Participate in GE HealthCare's Finance Management Program for future finance leaders. Gain hands - on experience across corporate finance areas with formal training and mentorship.