Manage ETF operations at Sun Life using reconciliation, settlement, trade support, and PCF delivery expertise in a hybrid environment. Support accurate, timely investment workflows.
Reporting to the Director of Investment Operations, this Analyst supports Sun Life's newly established ETF mandate. The position partners with Portfolio Management, Product, and Institutional teams while assisting Investment Operations Support. It focuses on daily operations, analytical capability, delivery, and continuous efficiency improvement.
Key Responsibilities:
- Manage daily reconciliation, settlement, trade support, and PCF delivery
- Monitor corporate actions and determine appropriate courses of action
- Process moderately complex transactions with monetary impact
- Respond to client inquiries through multiple channels
- Lead operational projects and identify process efficiencies
Requirements:
- Three to six years of investment operations experience
- Degree in business, mathematics, computer science, engineering, or related field
- Familiarity with ETFs, equities, fixed income, mutual funds, and derivatives
- Experience building data quality workflows
- Accuracy, communication, organization, and deadline management skills
Apply investment operations expertise, ETF knowledge, and analytical judgment to support Sun Life's evolving operations capabilities.
ETF Investment Operations Analyst in Toronto employer: Sun Life
Sun Life is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for a Product Owner to thrive. With a strong focus on employee growth, you will have access to continuous learning opportunities and the chance to work alongside talented professionals in a hybrid environment that promotes work-life balance. Located in a vibrant city, Sun Life offers unique advantages such as competitive benefits and a commitment to enhancing the digital experience for Advisors and Firms, ensuring your contributions are meaningful and impactful.
