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About the Role

The Manager, Alternatives Investment Reporting will design and implement an investment data and reporting strategy to enhance the efficiency and accuracy of Alternative Investment reporting, supporting global investment reporting objectives. This role involves overseeing reporting and analysis for the consolidated alternatives investment portfolio and leading a team of accounting and finance professionals.

Responsibilities

Plan and execute reporting and analysis on investment activity, holdings, earnings, and budgets for senior management.
Design and implement processes for timely and accurate alternative investment data delivery.
Facilitate reporting to regional and global CIOs.
Establish controlled, reliable, and adaptable reporting processes for alternative investments.
Coordinate alternative investment reporting with regional processes.
Manage alternative investment data.
Support annual budgeting and quarterly reporting processes for global asset class.
Collaborate with Investment and Information Services teams to improve global investment data and reporting systems.
Assist in preparing investment compliance reports and analyzing portfolio changes.
Facilitate performance reporting and benchmarking for alternative investments.
Evaluate third-party tools and datasets with strategic external partners.
Facilitate regular internal controls, operational risk assessments, and policy updates.
Create and maintain a positive work environment and manage employees across different locations.
Provide coaching and mentoring to team members.
Analyze financial information and investment results, including ad hoc analysis.
Participate in ad hoc projects and reports.

Requirements

University degree in commerce, economics, finance, or a 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 in building and leading high-performing teams.
Proven ability to build collaborative partnerships.
Demonstrated problem-solving and analytical capabilities.
Detail-oriented, highly organized, self-motivated, and possess strong time management skills.
Strong communication skills, verbal and in writing.
Ability to translate complex messages into concise proposals, reports, and presentations.
Ability to work within a highly time-sensitive culture with multiple deliverables.
Ability to anticipate, analyze and respond to a rapidly evolving and complex environment.

Skills

Investment data strategy
Reporting and analysis
Process design and implementation
Financial reporting
Data management
Budgeting
Investment compliance
Performance reporting
Team leadership
Coaching and mentoring
Problem-solving
Analytical skills
Time management
Communication skills

Location

US (Denver)
Canada (primarily Winnipeg)
India (Bangalore)

Work Type

Permanent
Full Time
Hybrid

Experience Level

7+ years of experience

Education Level

University degree
CPA
CFA

Salary/Compensations

$102,000.00 - $152,000.00 annually

Benefits

Career Development opportunities
Access to industry-leading learning programs
Up to $2,000 annually towards education reimbursement
Flexible health and dental benefits
$5,000 mental health benefit
In addition to regular vacation and personal days
Volunteer day
Company-matching pension plan
Share ownership program
Additional investment options
Employee recognition programs
Service milestone celebrations
Employee discounts
Employee Resource Groups (ERGs)
Mentorship programs
Social clubs and events

About the Company

Great-West Lifeco Inc is a Canadian headquartered, international financial services holding company with interests in life insurance, health insurance, retirement and investment services, asset management, and reinsurance businesses.
Operates in Canada, the United States, and Europe under the brands: Canada Life, Empower and Irish Life.
As of the end of 2024, companies had over 32,250 employees, 106,000 advisor relationships, and thousands of distribution partners – serving approximately 40 million customer relationships.
Trades on the Toronto Stock Exchange (TSX) under the ticker symbol GWO and is a member of the Power Corporation group of companies.

Equal Opportunity

Committed to removing barriers and ensuring equal access to employment.
Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com.
All information provided will be handled in accordance with applicable laws and Great-West Lifeco policies.