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About the Role

Empire Life is seeking an Intermediate Investment Monitoring & Reporting Analyst to join the Investment Finance team. This role offers the opportunity to work on meaningful projects, deliver excellent service, and contribute with a fresh perspective.

Responsibilities

• Develop and maintain comprehensive procedural documentation, job aids, and internal control documentation for investment monitoring and reporting processes.
• Assist in maintaining an inventory of investment policy limits and measuring against regulatory and investment guideline limits.
• Program, maintain, and test investment monitoring rules within trade order management and investment administration systems, as well as offline tools.
• Support stakeholders by providing analytical insights on investment monitoring rules, warnings, and violations.
• Prepare and support regulatory filings and generate investment restriction monitoring reports.
• Assist in the development, maintenance, and preparation of financial, management, and Board reports on investment activity.
• Execute analytical reviews of investment results to validate reported figures.
• Participate in the rationalization of programmed reports and support their programming, maintenance, and testing.
• Support the maintenance of a system of controls over programmed reports.
• Provide support for investment data requirements, broker relationships, and market openings.
• Maintain a document repository of relevant agreements and correspondence.
• Collaborate with third-party service providers and vendors.
• Participate in developing and maintaining business continuity plans for Investment Monitoring and Reporting activities.
• Share knowledge and coach peers and team members on relevant policies, procedures, and concepts.
• Contribute to continuous improvement by identifying and proposing process enhancements for efficiency and operational controls.

Requirements

• Understanding of investment monitoring principles, regulatory limits, and reporting requirements.
• Proficiency in reconciliation controls and data integrity best practices.
• Familiarity with investment systems and databases, including programming and reporting functionalities.
• Minimum of 2 years of relevant investment experience at a financial institution.
• Experience working in an investment compliance function or team is a differentiating asset.
• Demonstrated experience in developing and maintaining detailed procedural documentation.
• Proven ability to work with and analyze large, complex datasets.
• Experience in identifying and/or implementing process improvements.
• Prior experience in programming and testing investment compliance rules and/or investment-related reports within financial systems is highly advantageous.
• Ability to rapidly learn and adapt to new systems and team structures.
• English language proficiency required for communication across Canada.

Skills

• EZE OMS (asset)
• SS&C Technologies Portia (asset)

Location

• Hybrid in Toronto (York Mills)

Work Type

• Hybrid
• Full-time

Experience Level

• Intermediate
• Minimum of 2 years of relevant investment experience

Education Level

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related quantitative field

Salary/Compensations

• $79,200 - $126,500 (Total Target Compensation including salary and target bonus)

Benefits

• Hybrid work model
• Competitive salaries with annual pay increases
• Annual bonus program
• Access to learning & development programs
• Education/tuition reimbursement (role dependent)
• Comprehensive employer-funded benefits package (life insurance, health and dental)
• Generous health account
• Flexible work arrangements
• Annual allotment of personal health days
• Four weeks annual vacation from hire date
• Defined contribution pension plan with generous employer matching
• Top up programs for parental leave and compassionate leave
• Employer-sponsored wellness and recognition programs
• Cash employee referral program

About the Company

• Empire Life is committed to providing a personal, accurate, professional, and courteous service to customers.
• The company encourages creative and innovative thinking and welcomes candidates who challenge the status quo.
• Learn more about working at Empire Life at https://www.empire.ca/workatempire.

Equal Opportunity

• Empire life is proud to be an equal opportunity employer.
• We celebrate diversity and are committed to creating an inclusive environment.
• We welcome everyone to participate in our application process.
• We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined.
• Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
• Dedicated to building an inclusive and barrier-free workplace.
• Welcome applications from people with disabilities and are committed to providing accommodations at any stage of the recruitment process.
• If you require a specific adjustment to help you present your best self, please let us know.
• If you need this job posting in an alternative format or have any accessibility questions, please contact recruitment@empire.ca.