
Analyst, Marketable Securities Operations
Full accountability for all operational processes including but not limited to cash forecasting, trade processing & settlement, cash and share reconciliation, corporate actions, class actions, factor updates, and various operational inquires. Support various internal and external reporting requirements for cash and shares. Partner with custodian banks, front office, brokers, and external managers to resolve trade and/or cash issues. Provide trade and security information for external client reporting. Ensure appropriate documentation is maintained as support for all exceptions. Assist with eliminating and/or streamlining manual processes. Actively participate in maintaining effective internal controls in the area. Develop a comprehensive knowledge of the various Investment systems. Facilitate and coordinate the opening and closing of accounts by partnering with project team.
3+ years of related experience
Ability to actively participate in maintaining effective internal controls in the area.
Time Management
Reporting skills
Record Keeping Skills
Forecasting and analysis skills
Results Oriented
Verbal communication
Prioritizing skills
written communication
Detail Oriented and Organized
According to JobzMall, the average salary range for a Analyst, Marketable Securities Operations in 1 Sun Life Executive Park, Wellesley Hills, MA 02481, USA is between $45,000 and $65,000 per year. This salary range varies depending on the individual's experience, qualifications, and other factors such as the industry and employer.
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Sun Life Financial, Inc. is a diversified financial services company. It provides savings, retirement and pension products, and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. The company operates its business through five segments: Sun Life Financial Canada, Sun Life Financial United States, MFS Investment Management, Inc., Sun Life Financial Asia and Corporate Support.

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