Job Description: About the role: Reporting to the Director of Investment Operations, this role partners with leaders across Portfolio Management, Product, and Institutional teams.

The Analyst will support the newly established ETF mandate, manage day-to-day ETF operations activities, and assist the Investment Operations Support team.

The successful candidate will continuously improve the team’s efficiency, analytical, and delivery capabilities.

What will you do? Manage daily reconciliation, settlement, trade support and delivery of the PCF, demonstrating consistent technical proficiency Monitor corporate actions and independently determine the best course of action Lead by example in providing quality service and operations support for internal business partners and external clients Perform moderately complex transaction processing and reconciliation with medium to large monetary impact Respond to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service Proactively identify risks and opportunities for improvements based on your solid understanding of how the work impacts the team and business Take a lead role in participating in operational related projects; identify opportunities for process improvements and efficiencies Other duties as assigned by the manager What do you need to succeed? 3 to 6 years of investment operations experience Degree in business, math, computer science, engineering or a related field Familiarity with various financial asset classes (ETFs, equities, fixed income, mutual funds, FoF structures, derivatives) Experience building data quality workflows,



either internally or using third-party tools Attention to accuracy and detail Strong oral and written communication skills with ability to clearly express opinions and recommendations Time management and organizational skills to set short-term priorities while working under strict deadlines Preferred Skills: Experience with order management systems (Charles River, Bloomberg AIM) Demonstrated experience in adding operational efficiencies and augmenting and enhancing existing processes Technical savvy in SQL, databases, and ETL tools.

Proficiency with Excel (Pivot tables, V/X-look ups, Macros, VBA) Ability to problem solve and use a commonsense approach Proven interpersonal and relationship management skills and demonstrated ability to focus on details while considering the bigger picture Ability to work effectively and collaboratively with others Service minded and client oriented with strong negotiation and influencing skills Working toward professional designations (CSC or equivalent) Unique Requirements: Willingness to work additional hours as needed to support ETF and systems operations What's in it for you? Hybrid work environment A friendly, collaborative, and inclusive culture 15 vacation days per year 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 The opportunity to move along a variety of career paths with amazing networking potential Access to our Global Learning Centre, available 24/7 for your learning needs Wellness programs that support the three pillars of your health – mental, physical and financial Recent Awards: We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada Great Place to Work® list for Best Workplaces for #Hybrid

Work 2022 Great Place to Work® list for Best Workplaces for Career development in Canada 2022 Named “ Best Places to Work ” by Glassdoor, 2021 and 2023

📌 Analyst, Investment Operations (Toronto)
🏢 Sun Life
📍 Toronto