Senior Associate, Data Operations - SLC Management

Sun Life Financial, Inc.

$80K — $128K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Economics, or related field
  • 5+ years of experience in investment operations or data analysis
  • Strong analytical and problem-solving skills
  • Experience with accounting and investment management systems
  • Advanced Excel skills and familiarity with large datasets
  • Ability to improve processes using technology and automation
  • Proven ability to collaborate with cross-functional teams

Responsibilities

  • Develop and implement data quality control processes and procedures
  • Conduct regular reviews of investment data to identify discrepancies and errors
  • Collaborate with teams to resolve data integrity issues
  • Support documentation of data integrity processes and standards
  • Develop and run reports to monitor data quality metrics
  • Participate in data governance initiatives
  • Train and mentor junior team members on data integrity best practices

Benefits

  • Inclusive work environment that values diverse perspectives
  • Opportunities for professional development and mentorship
  • Encouragement for applications from varied backgrounds
  • Discretionary annual incentive award based on performance
  • Comprehensive range of competitive benefits
Full Job Description

Job Description:

Senior Associate, Data Operations - SLC Management

What is in it for you:

The Senior Associate, Data Operations is an individual contributor responsible for supportingdata assurance, governance, integrity of investment data across the investment and/or accounting systems for the general accounts, and all SLC institutional clients, private wealth accounts for SLCs Fixed Income Business. Data Operations is a function within the Data Assurance and Reconciliations group. This group is part of the Investment Solutions & Controls pillar of SLC Trade Operations at SLC Management. The successful candidate will need to possess the ability to operate within a deadline driven environment and deliver exceptional client service. Strong interpersonal skills are required due to frequent interaction with counterparties as well as internal business Partners such as Front Desk, Deal management, Middle Office, Asset Management, Portfolio Management, Controllership, IT, Vendors, etc.

This role requires a blend of technical expertise, analytical skills, and leadership abilities to maintain high standards of data integrity in investment operations. The Senior Associate will also participate in training (the rolling out of new / revised processes), projects and other new initiatives as required and actively contribute to process improvement initiatives

What you will do:

  • Develop and implement data quality control processes and procedures
  • Conduct regular reviews of investment data to identify discrepancies and errors
  • Collaborate with various teams to resolve data integrity issues and implement improvements
  • Support the maintenance of documentation for data integrity processes and standards
  • Develop and run reports to monitor data quality metrics
  • Participate in data governance initiatives
  • Train and mentor junior team members on data integrity best practices
  • Partner with other areas like Front Desk, Deal management, Middle Office, Asset Management, Portfolio Management, Controllership, IT, Vendors to solve issues that impact data quality, reporting, and downstream systems.
  • Identify and understand issues with valuation, accounting, investment systems and other tools; find solutions to fix them closely working with vendors, IT and other related parties

What do you need to succeed:

  • Bachelors degree in Business, Finance, Economics, or related field
  • 5+ years of experience in investment operations, data analysis, or a related role
  • Strong analytical and problem-solving skills, with the ability to identify root causes and implement effective solutions
  • Experience with accounting and investment management systems
  • Advanced Excel skills (e.g., formulas, VLOOKUPs, pivot tables, Power Query) and ability to analyze and interpret large datasets
  • Systems-oriented mindset with a demonstrated ability to enhance processes through technology and automation
  • Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment
  • Sound business judgment with the ability to make timely, well-informed decisions aligned to business objectives
  • Strong verbal and written communication skills, with the ability to convey complex information to diverse audiences
  • Proven ability to collaborate cross-functionally and build effective relationships with internal and external stakeholders
  • Demonstrated ability to manage competing priorities, deliver results, and operate with a sense of ownership and accountability
  • Ability to mentor or support junior team members and partner effectively across a diverse organization
  • Client-focused mindset with a sense of urgency and strong collaboration skills

Preferred skills:

  • Professional certifications (e.g., CFA, CPA)
  • Experience with data visualization tools (e.g., Power BI)
  • Knowledge of regulatory requirements related to investment data
  • Familiarity with SQL and data manipulation techniques

Unique Requirements:

  • Certain days during the month/year may not be eligible for vacation days, specifically around month-end, quarter-end and yearend
  • Perform operations functions during US & CAD holidays

Job Category:

Customer Service / Operations

Salary Range

80,000/80 000 - 128,000/128 000

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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