Assistant Manager, Investment Management Reporting

Permanent Full Time

The Assistant Manager, Investment Financial Reporting, supports management reporting for the company’s investment portfolio, with a focus on segmented reporting for the Canadian division. This role requires strong financial analysis and management reporting skills, including the ability to identify key drivers, explain results clearly, and provide insights to support decision-making. The role will also support segmented balance sheet reporting, investment income allocation, LICAT reporting, budgeting, and forecasting.

What you will do:

• Prepare and review segmented investment reporting, including segmented balance sheets, investment income allocation, and supporting analysis.


• Support regulatory and management reporting processes, including LICAT reporting and related analysis.


• Contribute to budgeting, forecasting, and planning activities for investment income and investment balances.


• Analyze investment activity and holdings to support management decision-making and financial reporting.


• Identify and implement process improvements to enhance the efficiency, accuracy, and control environment of reporting processes.


• Review work prepared by team members and provide coaching and guidance to support development.


• Support senior management reporting through the preparation of financial analysis, commentary, and presentations 

What you will bring:

• Undergraduate degree in Business, Finance, Economics or similar


• CPA designation preferred


• Experience in management reporting, financial analysis, or a related finance role.


• Strong analytical skills, with the ability to identify key drivers and explain financial results.


• Experience preparing financial analysis, commentary, and reporting for management.


• Strong Excel skills and a process improvement mindset, with experience identifying opportunities to improve, automate, and streamline reporting processes.


• Strong communication, organizational, and time management skills, with the ability to manage multiple priorities and deadlines.


• Experience with budgeting, forecasting, segmented reporting, investment reporting, or regulatory reporting is an asset.


• Familiarity with IFRS and SAP would be considered an asset.

The base salary for this position is between $59,800.00 - $99,700.00 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 Life. At the end of 2024, our companies had over 32,250 employees, 106,000 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:  

We’re committed to supporting our employees through every stage of their career. Here’s 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 $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.  

Learn more about Great-West Lifeco.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  [email protected]. All information provided will be handled in accordance with applicable laws and Great-West Lifeco policies.  

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