Analyst, Investment Operations

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

About the role:

Reporting to the Director of Investment Operations, this role partners with leaders across Portfolio Management, Product, and Institutional teams. The Analyst will support the newly established ETF mandate, manage day-to-day ETF operations activities, and assist the Investment Operations Support team. The successful candidate will continuously improve the team’s efficiency, analytical, and delivery capabilities.

What will you do?

• Manage daily reconciliation, settlement, trade support and delivery of the PCF, demonstrating consistent technical proficiency
• Monitor corporate actions and independently determine the best course of action
• Lead by example in providing quality service and operations support for internal business partners and external clients
• Perform moderately complex transaction processing and reconciliation with medium to large monetary impact
• Respond to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Proactively identify risks and opportunities for improvements based on your solid understanding of how the work impacts the team and business
• Take a lead role in participating in operational related projects; identify opportunities for process improvements and efficiencies
• Other duties as assigned by the manager

What do you need to succeed?

• 3 to 6 years of investment operations experience
• Degree in business, math, computer science, engineering or a related field
• Familiarity with various financial asset classes (ETFs, equities, fixed income, mutual funds, FoF structures, derivatives)
• Experience building data quality workflows, either internally or using third-party tools
• Attention to accuracy and detail
• Strong oral and written communication skills with ability to clearly express opinions and recommendations
• Time management and organizational skills to set short-term priorities while working under strict deadlines

Preferred Skills:

• Experience with order management systems (Charles River, Bloomberg AIM)
• Demonstrated experience in adding operational efficiencies and augmenting and enhancing existing processes
• Technical savvy in SQL, databases, and ETL tools. Proficiency with Excel (Pivot tables, V/X-look ups, Macros, VBA)
• Ability to problem solve and use a commonsense approach
• Proven interpersonal and relationship management skills and demonstrated ability to focus on details while considering the bigger picture
• Ability to work effectively and collaboratively with others
• Service minded and client oriented with strong negotiation and influencing skills
• Working toward professional designations (CSC or equivalent)

Unique Requirements:

• Willingness to work additional hours as needed to support ETF and systems operations

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 15 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health - mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work ” by Glassdoor, 2021 and 2023

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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