Investment Development Supervisor

Canada Life Limited
Potters Bar, United Kingdom
24 Jun 2022
24 Jul 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Job Purpose
Investment Client Services implement operational development requests for a variety of Investment Division clients.
The role of Investment Client Services Supervisor is to primarily supervise the production and delivery of enhancements to client core services provided by IFS and to implement the many strategic, legislative and growth opportunity projects within Investments into BAU Operations in order to continually improve the services provided to its internal and external customers.
The nature of the work focuses on accountability to clients to meet their everyday core business objectives. Development requests will be focused on ensuring operational efficiency for the Investment Division and effective handover to BAU teams is essential. Frequent communication is required with clients to resolve issues, challenges and to resolve resource conflicts. The role of the Client Services Supervisor is to manage BAU results at an operational level whilst assisting the IDU manager in communication and delivery to Senior Management.
The role is also required to cover fundamental needs of the team - adequately oversee, train and motivate the junior members

Key Accountabilities
1) To supervise the operational development requirements of the Investment Division in relation to all aspects of Investment administration across Europe, this includes
• Developing new processes and controls
• Implementing new systems
• Issue Resolution
• Fund Restructures and Migrations
• New Fund Launches & Fund Closures
• New Assets or Investment Products
• Information/Reporting
• Change Control
• Gap Analysis
• Risk Assessment
Produce accurate reports outlining progress, key issues, resource conflicts, dependencies to proactively manage progress and completion. Represent IFS on all relevant strategy/operational meetings and proactively manage the resolution of operational issues and challenges whilst communicating formally with key stakeholders and IFS Management.

2) Provide technical investment expertise and assistance to IDU staff, the Investment Division and its clients that is accurate, reliable and appropriate for decision making by senior management. Be able to communicate concepts to the Investment Financial Services Management team members (new systems, new regulations) clearly to ensure all requirements are met and implemented effectively.
3) Take responsibility for the day to day management of a small team of direct reports
including motivation, one to one's and staff development and training.

4) Establish and maintain close long term working relationships/partnerships with clients in order to help resolve issues, challenges and resource conflicts. Help to ensure IDU provide consistent services that represent good Value for Money when considering time, cost, quality and benefits of work carried out on behalf of all European clients. Ensure recharges for such work are appropriate and have been recovered in line with agreed terms. Ensure time recording is carried out to monitor progress against operational development request plans.
5) Communicate to Senior Management, in an appropriate manner, the impact, financial or otherwise, of various developments, investigations, recommendations and analyses. Provide the basis for recommendations to Senior Executive Team to ensure successful business operations.
To assist the Investment Development Unit Manager in the production of all auditable working papers to support all key European investment development, operational changes and decisions.

Desired Knowledge / Experience / Skills
- Investment accounting and administration experience. Excellent Business Knowledge - understand the complexities of the assets held by the company and the affect investments have on all other areas of the company, together with detailed knowledge of how systems, processes and controls interact between departments within the company. Strong technical accounting/administration background, specifically with a strong client focus.
- Ability to work autonomously and in partnership with IFS teams to consistently achieve agreed targets for European clients. Must be adept at working to detailed plans/budgets.
- Strong verbal and written communication skills. Be able to persuade, influence and build effective business relationships across varied departments and geographical/cultural borders.
- Project Management or experience of working on large change management projects ideal. Ability to deal with complex tasks, unsupervised.
- General Management Skills - The role will involve managing an operational team so effective analytical, organizational and decision making skills are required.

- Qualified Accountant/Actuary (or equivalent)
- Recognised Investment qualification - IOC or IMC (desirable)

What you'll like about working here
As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including income protection, private medical insurance and life assurance, along with a generous pension and bonus scheme. You'll also receive the support you need with your personal and professional development.

Diversity and inclusion
Canada Life is committed to a diverse and inclusive workplace. Our role as an employer of choice is to provide the right environment for talented people to do their best work, by respecting, understanding and valuing individual differences

Similar jobs

Similar jobs