Investment Reporting Analyst

The Canada Life Assurance Company • Winnipeg, MB

4d • CA$45,900 - CA$68,800 • Hybrid

About The Position

The Investment Reporting Analyst is responsible for delivering accurate, timely, and comprehensive investment reporting for the Investment Division. This includes preparing, consolidating, and analyzing financial information to support internal stakeholders, senior leadership, and external reporting requirements.

Requirements

• An undergraduate degree in Business, Mathematics, Economics, or a related field
• Experience in business, financial, or data analysis preferred
• Strong analytical thinking and problem-solving abilities
• Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment
• A self-motivated approach with the ability to work independently and take initiative
• Proficiency in Microsoft Office, with advanced knowledge of Excel

Nice To Haves

• Enrollment in the CPA program, or progress toward the designation, is considered an asset

Responsibilities

• Compile, analyze, and summarize investment activity and holdings to support both internal and external reporting
• Preparation of working papers for financial statements, MD&A investment disclosures, tax reports, and regulatory and compliance reporting
• Develop accurate financial analysis and reports for senior management, ensuring clarity and reliability of information
• Reconcile investment earnings to the general ledger and prepare quarter-end journal vouchers
• Identify opportunities to enhance efficiency through process improvements and automation to streamline processes
• Provide ad-hoc investment data analysis and reporting to support business needs

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level