Senior Analyst - Investments

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 Summary

Assist in originating private debt transactions for the Global Private Debt team and responsible for monitoring the performance of the assigned portfolio of global private debt holdings. Develop expertise in specific sectors but work across multiple sectors. Establish and manage relationships with sell‑side counterparties to maximize deal flow and allocations. Contribute to the strategic direction of Great‑West Lifeco and its regional entities.

What You’ll Do

• Evaluate new investment opportunities through fundamental financial analysis, technical and legal due diligence and present investment recommendations to the global heads and regional CIO’s.
• Coordinate with inside and outside counsel, peers and advisors to identify and resolve legal issues for new transactions and amendments.
• Regularly and actively monitor, review and update analysis of all holdings within assigned area of responsibilities in a timely manner to determine suitability of existing and/or targeted investment position and credit rating.
• Communicate regularly with sell‑side agents, bankers and issuers to develop strategic relationships.
• Complete necessary documentation, including trade tickets and coordinate with the settlement teams for successful closing and funding of transactions.
• Participate and contribute in process improvement processes and adopt new technologies to improve efficiencies.
• Pro‑actively contribute in a collaborative and constructive manner to team and departmental discussions on credit positions, transactions and strategy including, but not limited to, credit reviews, asset allocation, economic outlook and market forecasting.

Who You Are

• Expertise in financial modelling, fundamental investment and legal analysis.
• Experience in credit research and analysis with strong analytical skills and a proven ability to independently and pro‑actively gather information and use it to draw sound conclusions and views.
• Knowledge and experience across a wide range of investment sectors as well as economics and financial markets.
• Strong organisational and excellent time management skills with ability to change priorities and meet short deadlines.
• Sufficient experience, knowledge and skills to work independently with moderate oversight.
• Strong communication skills, both written and verbal, including presentation skills and ability to present strong arguments.

Benefits of working at Canada Life

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.

How we work at Canada Life

Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward. We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That’s why we offer a range of training, flexible working and opportunities to grow and develop.

Diversity and inclusion

Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we’re making in DEI, and we continue for it to be a significant focus.

At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.

We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.