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

Job Description:

About the role:

This role will report to the Director of Investment Operations, and partner with business and functional leaders within Portfolio Management, Product, Institutional etc.

The incumbent is expected to oversee and handle day-to-day ETF operations related activities for our newly formed ETF mandate, as well as assist the Investment Operations Support team.

What will you do?

• The daily reconciliation, settlement, trade support and delivery of the PCF
• Monitor corporate actions and decide on best course of action
• Provide 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 risk and opportunities for improvements based on an understanding of how the work impacts the team
• Participate in operational related projects; other duties as requested by the manager

What do you need to succeed?

• 1 to 3 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)
• Time management and organizational skills to set short-term priorities while working under strict deadlines
• Ability to problem solve and use a commonsense approach
• Proven interpersonal and relationship management skills and a demonstrated ability to focus on the details while considering the big picture
• Ability to work effectively with others in a collaborative environment
• Service minded and client oriented with strong negotiation and influencing skills

Preferred Skills:

• CSC or equivalent knowledge an asset
• Demonstrated experience in adding operational efficiencies and augmenting and enhancing existing processes
• Experience building out data quality workflows, either internally or using 3rd party tools.
• Technical Savvy in SQL, databases, ETL, are an asset
• Attention to accuracy and detail
• Strong oral and written communication skills

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 and 2024 Best 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 thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

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