Operational Support and Analytics Specialist

Sun Life • Waterloo, ON

2d • $60,000 - $97,000 • Hybrid

About The Position

Reporting to the manager, Operations support and Analytics, the specialist will leverage their effective problem-solving skills and their vast knowledge of the investment fund industry to directly improve the Client Experience. This position is accountable for delivering high-quality, accurate, and timely support to all stakeholders.

Requirements

• An ability push beyond "how things are done" to understand "why" and make recommendations for process improvements
• Excellent partnering skills including strength as a communicator and influencer
• Excellent communication, planning, organizational and time management skills
• Strong analytical and decision-making skills
• Demonstrated problem solving skills with the ability to analyze complex data, interpret and present findings and solutions to leaders and other business partners
• Good understanding of Canadian financial services industry and best practices
• Pro-active and results focused
• Flexibility and ability to prioritize to meet business objectives
• Bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Nice To Haves

• Completion of the Canadian Investment Fund Operations Course, Canadian Securities Course or other industry courses completed within previous 3 years or willingness to complete course within 12 months of hiring date
• Reporting tool experience preferable with SAP Business Objects or Tableau

Responsibilities

• Provide support to internal and external business partners with operational inquiries regarding investment fund accounts, trades and processing requirements
• Provide support for requests, often requiring investigation and timely follow up, ensuring resolution, and providing exceptional client service
• Support investment fund reporting and compliance through reporting of findings of data analysis and report creation
• Support the implementation of the new risk management processes and procedures while evaluating impact of the process change on the client experience and the team productivity
• Monitor and ensure compliance with regulatory requirements and SLGI policies and processes regarding investment fund (Mutual and Segregated) trading activities, Short-Term trading fees, sizeable investor holdings and a wide range of other areas
• Support a variety of company program and ensure business policies and processes are being adhered to

Benefits

• Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.
• A collaborative and interactive team environment
• Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions.
• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed