Fund Analyst

Sun Life

Base: 60,000 - 97,000; bonus/equity: not specified...
Hybrid
Daily nav calculation oversight
Support fund distributions and tax
Process improvement initiatives
The role of Fund Analyst will be responsible for daily oversight of the NAV calculations of both the SLGI Mutual Funds and the SLF GIF Seg Fund products by our third party fund administrator

Job Summary

  • The role of Fund Analyst will be responsible for daily oversight of the NAV calculations of both the SLGI Mutual Funds and the SLF GIF Seg Fund products by our third party fund administrator.
  • Support year-end distribution and tax processes for the funds, fund changes, and project support, particularly as it relates to issues impacting our fund administrator.
  • We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada and are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®.

Matching Summary

The role of Fund Analyst will be responsible for daily oversight of the NAV calculations of both the SLGI Mutual Funds and the SLF GIF Seg Fund products by our third party fund administrator.

Salary

Base: 60,000 - 97,000; Bonus/Equity: Not specified; Benefits: Flexible Benefits

Skills & Requirements

Must-have

  • Daily NAV calculation oversight
  • Support fund distributions and tax
  • Process improvement initiatives
  • Advanced MS Excel skills
  • Strong analytical skills

Nice-to-have

  • Dynamic colleagues
  • Inspiring leaders
  • Inclusive and respectful environment
  • Adaptable and self-motivated

Key Requirements

  • 2 years of experience in fund accounting/fund analyst role
  • Education in accounting, finance or related discipline

Work Rights

Not specified

Tailored Resume

Cover Letter