Sun Life Global Solutions Canada | Senior Associate, Global Investment Portfolio Reporting & Analysis - SLC Management

Responsibilities

• As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.
• The Senior Associate role within the Global Investment Portfolio Reporting and Analysis team is responsible for supporting the reconciliation and integrity of information for Global Asset reporting, assisting with the continued development and enhancements of processes, the maintenance of the Standard Entity Table and the production of regulatory reports.
• The opportunity to move along a variety of career paths with amazing networking potential
• We thank all applicants for showing an interest in this position.
• You will also be involved in multiple projects including Data Modernization initiatives, report building and ad-hoc request supporting the business.
• Researching Invested Asset attributes and assigning standardized attributes.
• Ownership of the Investment Reporting Database.
• Develop and automate various reports and queries using all available systems including WEBI/BOXI, Power Query, PowerBI and SAP.
• Work closely with other team members to improve the efficiency and effectiveness of processes.
• Participate in special projects or additional work as required.
• Post-secondary education in an Accounting or Finance discipline.
• Completing the quarterly regulatory reports

Requirements

• Strong problem solving and analytical skills.
• Self-motivated and able to manage conflicting priorities under tight deadlines.
• Strong communication and organizational skills.
• Excellent PC skills, particularly with Microsoft Excel.
• Ability to work independently with minimal supervision.
• Previous accounting experience or completed accounting designation (i.
• Knowledge of investment asset types including, Bonds, Stocks, Real Estate, Mortgages and Derivatives.
• Previous Investment accounting experience, preferably within the insurance industry.
• Strong system skills specifically with Bloomberg, Access, Power Query and Microsoft Excel.
• Ability to independently research and form conclusions from their research with a strong attention to detail.

Sun Life Global Solutions Canada

Sun Life Global Solutions Canada is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Sunlife is a financial services company providing financial planning, life insurance, health insurance, investments and more."

Its finance, accounts, audit and tax openings in India are mostly in Toronto, Waterloo and Montreal.

• Industry: BFSI / Investments / Insurance