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ETF Analyst – Investment Operations

ETF Analyst – Investment Operations

CompanySun Life
LocationToronto, ON, Canada, Kitchener, ON, Canada
Salary$49000 – $80200
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior, 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

    No information provided on Benefits.