Overview
Financial Analyst in Investment Management Jobs in Southwestern Ontario, Canada at Sun Life Financial
Title: Financial Analyst in Investment Management
Company: Sun Life Financial
Location: Southwestern Ontario, Canada
Category:
Position: Dynamic Financial Analyst Role in Investment Management
Location: Southwestern Ontario
Elevate your career as a Financial Analyst, supporting investment fund operations. This hybrid role emphasizes financial reporting, analysis, and enhancing operational efficiencies while working collaboratively.
Reporting to the Financial Reporting & Analysis Manager, you will be an integral part of the investment management team. Key responsibilities include financial reporting, developing monthly financial statements, and assisting auditors. You’ll leverage your analytical skills and attention to detail while managing large data sets to provide valuable insights and help maintain a robust control environment.
Key Responsibilities:
• Prepare and reconcile monthly Investment Management Fee Statements
• Develop asset and liability account reconciliations
• Generate monthly/quarterly financial statements and packages
• Assist in enhancing operational efficiency and reporting
• Enable support for auditing and reporting initiatives
Requirements:
• 1-2 years’ experience with mutual funds and accounting roles
• Strong MS Excel skills, including pivot tables and V-lookups
• Detail-oriented with advanced analytical capabilities
• Excellent communication and interpersonal skills
• CPA designation or progress towards it is a plus
Utilize your financial acumen to deliver insights and elevate financial reporting, all while being part of a supportive and community-focused culture.
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