Permanent Full Time
The Manager Alternatives Investment Reporting will be a key member of the Alternatives Administration team and will be responsible for designing an overarching investment data and reporting strategy and discipline for the company to aid in enhancing the efficiency and accuracy of Alternative Investment reporting for the company supporting the achievement of Great-West Lifecos global investment reporting objectives.
The Manager will be responsible for oversight over reporting and analysis on Lifecos consolidated alternatives investment portfolio while leading a team of professional accounting and finance staff. This role has a broad scope of reach with the opportunity to work with investment and finance team contacts across the Companys locations around the world.
This position manages four direct reports and reports to the AVP Investment Operations & Reporting
What you will do:
- Plan and execute on the delivery of a wide variety of reporting and analysis on Investment activity holdings earnings and budgets for senior management
- Design and implement processes that will support the timely delivery of complete and accurate alternative investment data to stakeholders to enable critical investment analysis capabilities
- Facilitate reporting to regional and global CIOs
- Establish controlled reliable and adaptable reporting processes for alternative investments; coordinate alternative investment reporting with regional processes for watchlists investment policy testing commitment & contingency reporting related party transaction reporting information barriers etc
- Management of alternative investment data
- Support annual budgeting exercise for this global asset class and support regional income budgeting processes and quarterly reporting by supporting cash flow estimate/projection process providing information to IFM capital management and ALM.
- Work with Investment and Information Services teams to update and continuously improve the Companys global investment data and related reporting systems. Support changes and improvements to technology and data storage.
- Assist in the preparation of investment compliance reports concerning the Companys investment policies as well as ongoing analysis of portfolio changes.
- Facilitate performance reporting and benchmarking for all types of alternative investments at global and regional levels.
- Work with strategic external partners to evaluate third party tools and datasets.
- Facilitate regular internal controls operational risk assessments and policy and procedure updates.
- Create and maintain a positive work environment and manage employees that may be based in the US (Denver) Canada (primarily Winnipeg) and India (Bangalore).
- Provide coaching and mentoring to accelerate the development of team members through a clear and compelling vision establishment of goals measurement of performance and continuous feedback.
- Analyze financial information and investment results including ad hoc analysis for Senior Management and business partners.
- Participate in and complete ad hoc projects and reports as required.
What you will bring:
- University degree is required preferably in commerce economics finance or other related field.
- A recognized accounting designation (CPA or CFA).
- 7 years of experience in accounting investments or finance
- Familiarity with alternative investments including private equity separately managed accounts (SMAs) and CLOs is a plus.
- Experience at building and leading high performing engaged teams and proven ability to build collaborative partnerships.
- Demonstrated problem-solving and analytical capabilities.
- Must be detail-oriented highly organized self-motivated and possess strong time management skills.
- Strong communication skills verbal and in writing and ability to translate complex messages and recommendations into concise proposals reports and presentations.
- Ability to work within a highly time sensitive culture with multiple deliverables often on the same timeline and requiring the significant use of judgement.
- Ability to anticipate analyze and respond to a rapidly evolving and complex environment.
The base salary for this position is between$102000.00 - $152000.00 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 the end of 2024 our companies had over 32250 employees 106000 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:
Were committed to supporting our employees through every stage of their career. Heres 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$2000 annuallytowardseducation reimbursement.
Health & Wellness:Flexible health and dental benefitsplus a $5000 mental health benefit to support your well-being.
Time Off:In addition to regular vacation andpersonal dayswe support communityinvolvement with avolunteer day.
Financial Security:Company-matching pension planshare ownership program andadditionalinvestment options.
Rewards and Recognition:Employee recognition programs service milestone celebrations employee discounts and more!
Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs)mentorshipprogramssocialclubsandevents.
Learn more aboutGreat-West Lifeco.
Werecommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact. All information provided will be handledin accordance withapplicable laws and Great-West Lifeco policies.
#LI-Hybrid
Required Experience:
Manager
Employment Type : Full-Time
Experience: years
Vacancy: 1
Yearly Salary Salary: 102000 - 152000