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Sun Life

Analyst, Reconciliation & Controls

Sun Life

Analyst, Reconciliation & Controls maintaining operational integrity in investment operations for SLC Management. Supporting reconciliation processes and control measures while handling reports and team communication.

Posted 7/9/2026full-timeWaterloo • 🇨🇦 CanadaJunior💰 CA$58,000 - CA$93,000 per yearWebsite

About the role

Key responsibilities & impact
  • Support reconciliation processes and control measures within Trade Operations for SLC Management
  • Identify issues in data and processes related to reconciliations and controls
  • Propose basic solutions to operational challenges in the reconciliation process
  • Prepare accurate reports on reconciliation activities
  • Complete assigned reconciliation tasks efficiently
  • Recognize basic connections between reconciliation operations and business goals
  • Communicate issues to immediate team members
  • Assist in troubleshooting basic reconciliation issues
  • Identify discrepancies in financial data during reconciliation processes
  • Support process improvement initiatives for reconciliation and control processes

Requirements

What you’ll need
  • Bachelor's degree in Finance, Accounting, or a related field
  • 1+ years of experience in investment operations, reconciliations, or a related area
  • Foundational understanding of investment operations, reconciliation processes, and their impact on business objectives
  • Strong analytical, problem-solving, and attention-to-detail skills
  • Proficiency in Microsoft Excel and other data analysis tools
  • Effective written and verbal communication skills
  • Ability to work collaboratively in a team environment

Benefits

Comp & perks
  • Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial
  • Generous vacation and sick time
  • Market-leading maternity, parental and adoption leave top up program
  • Partially-paid sabbatical program
  • Pension, stock and savings programs with an employer-paid match

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Reconciliation ProcessesInvestment OperationsData AnalysisFinancial Data AnalysisProblem-Solving
Soft Skills
Attention to DetailEffective CommunicationTeam Collaboration