Director, Estate and Financial Planning Services
Sun Life
Analyst, Investment Performance, Analytics
Manulife
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$61,350 - CA$102,250 per year
Job Level
JuniorMid-Level
About the role
- Supports the systems Start-of-Day (SOD) processes by performing control tolerance checks and data reconciliation to ensure the accuracy and completeness of information being used to calculate investment performance, attribution, characteristics, and risk results
- Effectively identify and raise issues using proper escalation process for prompt resolution
- Identify, research, and resolve investment performance data breaks
- Perform and review data quality dashboards using Power BI
- Review and refine existing controls/procedures to continuously improve the quality and ensure clear and concise documentation is created and maintained
- Interact with appropriate individuals/groups to resolve errors as necessary
- Participate and/or lead projects as assigned
Requirements
- Undergraduate degree in Finance or a business-related field preferred
- Enrolled or willing to pursue the CIPM and/or CFA designation
- 1-3 years of asset management industry experience
- Analytical and quantitative reasoning skills
- Experience working in an environment where controls and daily deadlines are required
- Familiar with systems such as SS&C Sylvan, FactSet, Bloomberg, MSCI, and Morningstar Direct
- Familiar with investment accounting principles, performance measurement methodologies, risk statistics, and attribution models
- Experience with data analytics and data visualization (Microsoft Power BI)
- Comfortable in learning new technologies and working in a changing environment
- Ability to work effectively with others in a team environment with diverse approaches and thinking styles
- Strong organizational and interpersonal skills
- Bilingualism (English and French) is a strong asset
Benefits
- health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- various retirement savings plans (including pension and global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program in Canada including holidays, vacation, personal, and sick days
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data reconciliationdata quality analysisanalytical reasoningquantitative reasoningdata analyticsdata visualizationperformance measurementrisk statisticsattribution modelsinvestment accounting principles
Soft skills
problem-solvingteam collaborationorganizational skillsinterpersonal skillscommunication skillsadaptabilityattention to detailleadershipescalation managementcontinuous improvement
Certifications
CIPMCFA
