Turn complex investment information into meaningful client reporting with Excel, Power BI, and Morningstar Direct expertise. Work permanently full time supporting institutional investment decision-making.

This Senior Client Support Consultant serves pension plans, institutional investors, consultants, and internal stakeholders. You will gather data, coordinate reporting, and create client-specific performance exhibits. You will also maintain investment information platforms while supporting RFPs, due diligence, and operational improvements.

Key Responsibilities:

- Prepare complex institutional account reporting and client deliverables
- Input investment data into Morningstar Direct portfolio analytics
- Maintain consultant databases and client-specific information platforms




- Gather information from portfolio managers and internal partners
- Support initiatives improving processes, accuracy, and operational efficiency

Requirements:

- Five or more years in institutional investments or related services
- Knowledge of investment performance measurement and pension plans
- Advanced proficiency with Excel, Power BI, PowerPoint, and Microsoft Office
- Excellent written and verbal communication skills
- Robust attention to detail while managing multiple deadlines

Apply investment reporting, data accuracy, and analytical problem-solving skills to strengthen institutional client information at Canada Life.

📌 Institutional Investment Reporting Consultant (Winnipeg)
🏢 Canada Life
📍 Winnipeg