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.

Job Description:

About the role:

The Performance Reporting Team is the operational, analytical and central hub for performance and attribution calculation, reporting and data quality.  Reporting to the Director of Performance and Attribution, and partnering with business and functional leaders within Portfolio Management, Product, Institutional etc., the incumbent is expected to handle day-to-day performance and attribution related activities for our mutual and segregated funds. In addition, significant time will be spent on long term projects to enhance the team’s efficiencies, as well as analytical and delivery capabilities.

What will you do?

• Responsible for the performance and attribution calculation process, ensuring it is accurate and reports are delivered on time.
• On-going development and enhancement of our performance data, calculation, validation and delivery infrastructure through automation.
• Maintain all performance related data in our systems and platforms.
• Resolve any performance related issues.
• Investigate and respond to inquiries from internal stakeholders on reports.
• Work with technical teams/ vendors to configure and test our internal reporting systems; developing tests and automating control checks to ensure the accuracy and completeness of information being used to calculate performance related analytics.
• Participate in performance related projects; other duties as required.

What do you need to succeed?

• 1 to 3 years of experience in an asset management role with exposure to performance, risk, analytics and/or operations
• Degree in business, math, computer science, engineering or a related field.
• Working towards CFA and/or CIPM.
• Proficient in SQL, and databases
• Knowledge of ETL, Python, visualization tools such as Power BI.
• Familiarity with various financial asset classes.
• Experience building out data quality workflows, either internally or using 3rd party tools.
• Attention to accuracy and detail.
• Strong communication skills.
• Time management and organizational skills to set short-term priorities while working under strict deadlines.
• Ability to problem solve and use a commonsense approach.

Unique requirements:

• Willingness to work additional hours as needed during month end/ quarter end.

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 15 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023 and 2024 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023

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:

56,000/56 000 - 91,000/91 000

Job Category:

Finance

Posting End Date:

25/08/2024