ETF Analyst – Investment Operations
Company | Sun Life |
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Location | Toronto, ON, Canada, Kitchener, ON, Canada |
Salary | $49000 – $80200 |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Junior, Mid Level |
Requirements
- 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
Responsibilities
- 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
Preferred Qualifications
- 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
Benefits
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No information provided on Benefits.