Investment Reporting Analyst Jobs

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.
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The Investment Solutions team is a part of Sun Life’s Group Retirement Services (“GRS”), which is Canada’s leading provider of Defined Contribution pension plans. Investment Solutions provides plan sponsors with timely, accurate and relevant information about Sun Life’s platforms of funds, fund line-up design, industry trends, and individual funds. Sun Life’s core investment platform offers over 150 investment options from 25+ investment managers.
The primary accountability of the Investment Reporting Analyst is to ensure that GRS and its clients are provided with timely information regarding our investment platforms. The analyst further conducts research and participates in product development to maintain Sun Life’s leadership position in the Canadian Defined Contribution industry. Specifically, the analyst is accountable for supporting the Investment Solutions team, proactively managing changes and ensuring the quality of information we provide to clients, and communicating with and supporting other GRS teams.
What will you do ?
Manage information provided to clients

• Maintain investment content on the plan sponsor website, including governance reports and fund policy documents.
• Update standardized reporting such as the Compliance certificate and Quarterly Investment Report
• Work with data vendors to quickly resolve systems and data issues.
• Draft investment communications for plan sponsors and coordinate the process for their publication.
• Ensure fund information from our vendors is accurate and updated in a timely manner.

Support the Investment Solutions team

• Attend and contribute to fund manager meetings.
• Develop Investment Review reports and Fund Selection reports for Investment Solutions Executives (ISE)’s to present to clients
• Conduct research on new fund managers, products, and industry changes, including competitive analysis of other recordkeeper platforms and product offerings
• Respond to adhoc requests from ISE’s for customized information and reporting
• Review and recommend improvements to reporting processes and content

Communicate with and support other teams within GRS

• Assist CREs, Marketing Communications and Business Development with investment-related queries.
• Provide responses for investment-related questions in RFP’s
• Review and update marketing documents.

What do you need to succeed ?

• Strong knowledge of investment management industry and products and services within the financial services market
• Strong writing and communication skills
• As this position is posted in several locations, we specify that 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
• Excellent attention to detail
• Aptitude for problem solving
• Excellent analytical skills
• Enrolment in or completion of a professional designation preferred (MBA, CFA)
• 2 years experience in the investment industry
• University degree
• Advanced Microsoft Excel and other technical skills
• Initiative.
• Ability to demonstrate teamwork and cooperation
• Excellent time management skills
• A strong client focus

What’s in it for you?

• Fluid workspaces where you can choose from a variety of workstations, offices and collaboration zones based on your daily needs
• We’re honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work® Canada
• Wellness programs that support the three pillars of your health – mental, physical and financial
• We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
• Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle

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 [email protected].
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.
Salary Range:
53,300/53 300 - 86,300/86 300
Job Category:
Sales - Client Relationship Management
Posting End Date:
27/07/2023