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Investment Solutions Analyst
2 weeks 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.
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 has relationships with 25+ investment managers that manage over 170 funds on behalf of our clients.
The primary accountability of the Investment Solutions 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 and ensuring the quality of information we provide to clients, and communicating with and supporting other GRS teams.
**What will you do ?**
- Support the Investment Solutions team_
- Contribute to Investment Review reports for plan sponsors
- Develop Fund Selection reports for Investment Solutions Executives (ISE)’s to present to clients
- Coordinate Investment Solutions team meetings including weekly huddles and quarterly governance meetings
- 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 Investment Review processes and content
- Respond to adhoc requests from ISE’s for customized information and reporting
- Attend and contribute to fund manager meetings.
- Manage information provided to clients_
- Draft investment communications for plan sponsors and coordinate the process for their publication.
- Update standardized reporting such as Rate of Return reports, Compliance certificate, Quarterly Investment Report
- Maintain investment content on the plan sponsor website, including governance reports and fund policy documents
- Work with Products team to ensure Morningstar information is updated and accurate.
- 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 as the position reports to a unilingual English-speaking manager outside Quebec.
- Strong knowledge of investment management industry and products and services within the financial services market
- 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
- Demonstrate initiative and ability to demonstrate teamwork and cooperation
**What’s in it for you?**
- 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
- Wellness programs that support the three pillars of your health - mental, physical and financial
- Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle.
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**:
Sales - Client Relationship Management
**Posting End Date**:
31/01/2025
