Analyst, Investment Systems Operations

Sun Life Financial; Toronto; Hybrid; CAD 58,000 - 97,000; Full time

Job summary

A leading financial services company is seeking an Analyst for Investment Systems Operations in Toronto. This role focuses on maintaining and supporting investment operations systems while managing relationships with internal stakeholders. Ideal candidates will have experience with Charles River and strong analytical skills to improve existing processes. The position offers a hybrid work environment and includes generous benefits such as vacation days, pension plans, and wellness programs.

Benefits

15 vacation days per year

Flexible Benefits

Pension, stock and savings programs

Access to Global Learning Centre

Wellness programs

Qualifications

• Experience with investment operations or production support.
• Strong knowledge in Financial Industry Security Master data.
• Historical data reconciliation and transformation experience.

Responsibilities

• Maintain and validate data within investment operations systems.
• Provide first-line support for investment management system issues.
• Participate in the design and support of user and data workflows.

Skills

Problem Solving

Process Analysis

Data Knowledge

Analytical Skills

Time Management

Education

2+ years of investment operations experience

Tools

Charles River

SQL

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. 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 Manager of Investment Systems Operations the role of Analyst, Investment Systems Operations will be focused on the administration and support of the investment operation systems. The role will allow an individual to demonstrate their ability and aptitude at problem solving, process analysis and improvement. The role will also focus on relationship management with internal stakeholders address current and identify future enhancements.

What will you do?

• Maintain data within systems to ensure optimal operation (Security Data scrubbing, validation, etc.)
• Overall day to day operational responsibility for investment operations systems and processes with a specific focus on Charles River
• Provide first line of support with timely and efficient resolution to investigate and resolve investment management system issues
• Track vendor related issues as well as end user requests from discovery through resolution
• Participate in the design and provide support for user and data workflows
• Effectively articulate and implement viable solutions to existing problems and utilize analytical skills to anticipate potential operational hurdles

What do you need to succeed?

• 2+ years of investment operations/production support experience
• Experience with Charles River (or other buy-side order management systems) and IFDS
• Experience with SQL query to pull data
• Investment management business knowledge
• Strong data knowledge, specifically in Financial Industry Security Master data
• Historical data reconciliation and transformation (security reference, performance)
• Adequate performance data knowledge including fund and benchmark performance measurement and attribution
• Strong time management and organizational skills to manage multiple deadlines and priorities
• Demonstrated experience in adding operational efficiencies and augmenting and enhancing existing processes

Preferred Skills

• Working knowledge of equities, fixed income securities (domestic, international) and derivatives (swaps, options, futures)
• Working knowledge of mutual funds with an understanding of FOF structures
• Excellent business acumen: strategic thinking, business process development, analytical and problem-solving skills

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 [e-mail] .

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:

58,000/58 000 - 97,000/97 000

Job Category:

Business Analysis - Systems

Posting End Date:

08/06/2025