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Added 11 mins ago
KS
Temporary Sales Support Associate
kate spade new york
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- Part-time
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Added 11 mins ago
QR
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- Full-time
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Added 27 mins ago
B
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- Full-time
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Added 27 mins ago
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VS
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Added 57 mins ago
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Added 57 mins ago
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Manager, Corporate Accounting
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- $110,000 to $120,000 CAD / year
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Complete all other relevant tasks as assigned by supervisor and/or director.
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Added 1 hour ago
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Added 1 hour ago
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SL
Analyst, Investment Operations
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Reporting to the Director of Investment Operations, this role partners with leaders across Portfolio Management, Product, and Institutional teams. The Analyst will support the newly…
Added 1 hour ago
M
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Sun Life

Analyst, Investment Operations

Toronto, ON, Canada
Sun Life Toronto One York, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 9, 2026
Experience: 3 to 6 years of investment operations experience
Posting language: English
Posted: Oct 28, 2026

Original job description

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

About the role:

Reporting to the Director of Investment Operations, this role partners with leaders across Portfolio Management, Product, and Institutional teams. The Analyst will support the newly established ETF mandate, manage day-to-day ETF operations activities, and assist the Investment Operations Support team. The successful candidate will continuously improve the team’s efficiency, analytical, and delivery capabilities.

What will you do?

Manage daily reconciliation, settlement, trade support and delivery of the PCF, demonstrating consistent technical proficiency
Monitor corporate actions and independently determine the best course of action
Lead by example in providing quality service and operations support for internal business partners and external clients
Perform moderately complex transaction processing and reconciliation with medium to large monetary impact
Respond to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Proactively identify risks and opportunities for improvements based on your solid understanding of how the work impacts the team and business
Take a lead role in participating in operational related projects; identify opportunities for process improvements and efficiencies
Other duties as assigned by the manager

What do you need to succeed?

3 to 6 years of investment operations experience
Degree in business, math, computer science, engineering or a related field
Familiarity with various financial asset classes (ETFs, equities, fixed income, mutual funds, FoF structures, derivatives)
Experience building data quality workflows, either internally or using third-party tools
Attention to accuracy and detail
Strong oral and written communication skills with ability to clearly express opinions and recommendations
Time management and organizational skills to set short-term priorities while working under strict deadlines

Preferred Skills:

Experience with order management systems (Charles River, Bloomberg AIM)
Demonstrated experience in adding operational efficiencies and augmenting and enhancing existing processes
Technical savvy in SQL, databases, and ETL tools. Proficiency with Excel (Pivot tables, V/X-look ups, Macros, VBA)
Ability to problem solve and use a commonsense approach
Proven interpersonal and relationship management skills and demonstrated ability to focus on details while considering the bigger picture
Ability to work effectively and collaboratively with others
Service minded and client oriented with strong negotiation and influencing skills
Working toward professional designations (CSC or equivalent)

Unique Requirements:

Willingness to work additional hours as needed to support ETF and systems operations

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, 2024 and 2025 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 thebrightside@sunlife.com.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

65,000/65 000 - 98,000/98 000

Job Category:

Finance

Posting End Date:

08/11/2026

Apply About employer

More about this job

Responsibilities

Manage daily ETF operations, including reconciliation, settlement, trade support, delivery of portfolio composition files, corporate actions, and transaction processing. Support internal and external clients, identify operational risks and process improvements, and contribute to related projects.

Requirements

Requires 3 to 6 years of investment operations experience, a degree in business, mathematics, computer science, engineering, or a related field, and familiarity with multiple financial asset classes. Candidates should have strong accuracy, communication, organization, and analytical skills; experience with order management systems, SQL, databases, ETL tools, and advanced Excel is preferred.

Skills

Investment Operations
ETF Operations
Reconciliation
Settlement
Trade Support
Corporate Actions
Transaction Processing
Data Quality Workflows
Process Improvement
Risk Identification
Client Service
SQL
Database Management
ETL Tools
Microsoft Excel
Communication

Benefits

Hybrid Work Environment
Collaborative and Inclusive Culture
15 Vacation Days
Flexible Benefits
Pension Program
Stock and Savings Programs
Career Development Opportunities
Global Learning Centre
Wellness Programs

Visa sponsorship

Not detected in the job text

Keywords

Investment Operations
Exchange-Traded Funds
Portfolio Composition File
Reconciliation
Settlement
Trade Support
Corporate Actions
Equities
Fixed Income
Mutual Funds
Fund-of-Funds Structures
Derivatives
Data Quality Workflows
Order Management Systems
Charles River
Bloomberg AIM
SQL
Databases
ETL Tools
Microsoft Excel
Pivot Tables
VLOOKUP
Macros
VBA
Process Improvement
Operational Risk
Client Service
CSC

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