Step into a leadership role in Investment Operations at Excellent-West Lifeco. This permanent position involves managing fund valuations and enhancing trading processes.
You will be the key figure overseeing financial accounting and valuations for segregated funds. Besides ensuring compliance through training and oversight, your role will involve process improvements and strategic problem-solving. As you assist in team development, your interaction with business partners will foster relationships crucial for successful operations.
Key Responsibilities:
• Manage daily and month-end reconciliations oversight
• Ensure proper execution of trading processes
• Analyze fund pricing and valuations daily
• Conduct end-of-day benchmarking and asset validation
• Mentor and train junior staff in operational functions
Requirements:
• Relevant degree in Accounting/Finance
• Working towards a professional accounting designation
• At least four years in an accounting role
• Knowledge of financial reporting is advantageous
• Proficient in Excel and other financial applications
Lead your team to success and streamline investment operations in this dynamic role.
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📌 Team Lead in Investment Operations (Winnipeg)
🏢 Canada Life
📍 Winnipeg