Technical Specialist - Investment Operations

at  Canada Life Limited

Technical Specialist - Investment Operations
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.

KNOWLEDGE

Act as an SME for the Manager and Team Leaders within Investments to solve complex issues or to deliver expert training to colleagues. Act as an escalation point on complaints or high profile cases to ensure the best outcomes in a timely manner.

Overall knowledge of the Investment Operations Department;

• Responsible for controls oversight and sampling, suggesting new controls or improvements to existing controls where necessary
• Responsible for process effectiveness, quality reviews and improvements.
• Act as SME in terms of complex case resolution including complaints or escalations where necessary
• Represent and lead for Investment Operations in projects or initiatives as required
• Be responsible for the prioritisation and delivery of Tactical Initiatives
• Provide expert training and coaching to colleagues when required
• Proactively prioritise work to ensure issues and risks are addressed in order of criticality and in a timely manner and improvement effort provide a return on investment
• Have oversight of investment risks events, ensuring closure in a timely manner with appropriate remedial actions to avoid repeat instances
• Work closely with the Investment Team Leaders to ultimately improve the service offering
• Act in line with the company’s values, policies and code of conduct, ensuring that conduct is appropriate at all times
• Ensure that we put the customer at the heart of everything we do in line with our Company values

We need an Investment Specialist to support the transformation and the future growth of the business within the Investment Operations function, so it can stand out for the experience and service we deliver by building on our service reputation, and delivering market-leading service excellence for our customers and advisers.

Overall knowledge of the Investment Operations Department;

• Responsible for controls oversight and sampling, suggesting new controls or improvements to existing controls where necessary
• Responsible for process effectiveness, quality reviews and improvements.
• Act as SME in terms of complex case resolution including complaints or escalations where necessary
• Represent and lead for Investment Operations in projects or initiatives as required
• Be responsible for the prioritisation and delivery of Tactical Initiatives
• Provide expert training and coaching to colleagues when required
• Proactively prioritise work to ensure issues and risks are addressed in order of criticality and in a timely manner and improvement effort provide a return on investment
• Have oversight of investment risks events, ensuring closure in a timely manner with appropriate remedial actions to avoid repeat instances
• Work closely with the Investment Team Leaders to ultimately improve the service offering
• Act in line with the company’s values, policies and code of conduct, ensuring that conduct is appropriate at all times
• Ensure that we put the customer at the heart of everything we do in line with our Company values.