Analyst, Marketable Securities Operations - SLC Management

Sun Life Financial Wellesley Hills , MA 02481

Posted 2 months ago

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:

SLC Management is a global institutional asset manager that provides innovative and diversified solutions to meet our clients' evolving needs. Our history of organic and strategic growth reflects this commitment with over CA$347 / US$274 billion (as of December 31, 2021) in assets under management.

We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. 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.

We are a performance-driven organization and live by a set of core values that put our clients' needs and goals first. As part of our team, you play a role in fulfilling our purpose and making a difference.We offer a collaborative, inclusive environment, focused on growth and opportunity, where you will be encouraged and empowered to meet the challenges of a highly competitive landscape.

We are looking for talented professionals at all stages of their financial careers: those who are ready to learn, those who are ready to innovate, and those who are ready to lead.

Visit us athttps://www.slcmanagement.com/inv.

Summary:

The position is an individual contributor role within the Marketable Securities Operations team servicing institutional insurance clients as well as private wealth accounts. The position will interface with the Insurance Asset Management Front Office, various business units, internal and external auditors, as well as external managers, custodians, and brokers.

This is a highly critical role which requires the ability to operate within a deadline driven environment and deliver exceptional client service. Strong interpersonal skills are required as there is frequent contact and interaction with clients and all levels within the organization including Senior Management, Portfolio Managers and Strategists, IT and Systems Development.

This position also shares responsibility for the integrity and timeliness of financial data and for ensuring the safeguarding of assets through proper control applications.

What you will do:

  • Full accountability for all operational processes including but not limited to cash forecasting, trade processing & settlement, cash and share reconciliation, corporate actions, class actions, factor updates, and various operational inquires.

  • Support various internal and external reporting requirements for cash and shares.

  • Partner with custodian banks, front office, brokers, and external managers to resolve trade and/or cash issues.

  • Provide trade and security information for external client reporting.

  • Ensure appropriate documentation is maintained as support for all exceptions.

  • Assist with eliminating and/or streamlining manual processes.

  • Actively participate in maintaining effective internal controls in the area.

  • Develop a comprehensive knowledge of the various Investment systems.

  • Facilitate and coordinate the opening and closing of accounts by partnering with project team.

  • Maintain banking relationships with numerous custodians.

  • Update and maintain client information including W-9's.

  • Update and maintain departmental procedure documentation.

What you will need to succeed:

  • Operations processing and settlement expertise

  • Bloomberg and CAMRA knowledge

  • Ability to work with a diverse range of people

  • Working knowledge of fixed income investment products is preferred

  • Excel experience with pivot tables and VLOOKUP a plus

  • Experience using OMGEO, Aladdin & Bloomberg AIM a strong plus

Required education and skills:

  • Undergraduate education in Business

  • 3+ years experience in an Operations, Custodian, Insurance, Investment Firm, or Corporate Banking environment performing processing, settlements, pricing, and or reconciliation tasks

  • Excellent verbal and written communication skills are required

  • Organized, detail oriented & skilled at multi-tasking within tight deadlines required

  • Strong analytical and problem solving skills

  • Ability to work independently and seek guidance as necessary

  • Ownership and responsibility for meeting conflicting deadlines and accomplishing goals

What is in it for you?

  • Excellent benefits with generous vacation and sick time, 401K match, noncontributory retirement plan, Paid Family Medical Leave, sabbatical program and much more

  • Friendly, collaborative and inclusive culture

  • Our agile/hybrid work environment allows our employees the flexibility to give and feel their best at work

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.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

Job Category:

Finance

Posting End Date:


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Analyst, Marketable Securities Operations - SLC Management

Sun Life Financial