Investment Reporting Analyst

Description:

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

• Ensure fund information from our vendors is accurate and updated in a timely manner.

• Work with data vendors to quickly resolve systems and data issues.

• Update standardized reporting such as the Compliance certificate and Quarterly Investment Report

• Maintain investment content on the plan sponsor website, including governance reports and fund policy documents.

• Draft investment communications for plan sponsors and coordinate the process for their publication.

Support the Investment Solutions team

• 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

• Review and recommend improvements to reporting processes and content

• Respond to adhoc requests from ISE’s for customized information and reporting

• Attend and contribute to fund manager meetings.

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 ?

• 2 years experience in the investment industry

• University degree

• Enrolment in or completion of a professional designation preferred (MBA, CFA)

• 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

• Strong knowledge of investment management industry and products and services within the financial services market

• A strong client focus

• Excellent analytical skills

• Advanced Microsoft Excel and other technical skills

• Excellent attention to detail

• Excellent time management skills

• Strong writing and communication skills

• Aptitude for problem solving

• Ability to demonstrate teamwork and cooperation

• Initiative.