About the role

Senior Investment Funds Reporting Analyst at Canada Life responsible for analyzing Segregated Fund data. Collaborating with internal teams to ensure regulatory compliance and efficient operations.

Responsibilities

Maintain Segregated Fund Database(s) (1,000+ funds).
Support statement preparation and distribution (Audited Financial Statements).
Analyse data from various business information to contribute to organizational decisions.
Assist with repetitive tasks that support financial operations, data flow and data management.
Coordinate a variety of Fund Reports including Individual Wealth Fund Facts and Workplace Solutions Fund Reports.
Ensure content compliance.
Participate in vendor relationships, templates, and tight reporting deadlines.
Collaborate with and build strong relationships with a variety of internal stakeholders and business + finance teams.

2+ years of experience in data reporting & analytics experience - ideally in Segregated Funds.
Advanced Excel/Macros and experience with data/reporting systems.
Well-developed organizational and time management skills, with the ability to deal with fluctuation work volumes, and possible competing priorities.
High accuracy and attention to detail, especially with large data sets.
Advanced analytical and problem‑solving capabilities.
Consistently meets goals and completes assigned tasks, clarifying work when needed.
Ability to think outside the box, shares improvement ideas and readily implements optimized work processes and practices.
Strong communication skills to effectively communicate with various audiences and all levels of staff.
Ability to recognize when to escalate issues.
Self-motivation with a desire to learn and embrace new challenges.
Post‑secondary degree or diploma in a related field.

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.