Sun Life Financial

Analyst, Marketable Securities Operations

Sun Life Financial

1 Sun Life Executive Park, Wellesley Hills, MA 02481, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

Where is this job?
This job is located at 1 Sun Life Executive Park, Wellesley Hills, MA 02481, USA
Job Qualifications
  • 3+ years of related experience

  • Ability to actively participate in maintaining effective internal controls in the area.

Required Skills
  • Time Management

  • Reporting skills

  • Record Keeping Skills

  • Forecasting and analysis skills

Soft Skills
  • Results Oriented

  • Verbal communication

  • Prioritizing skills

  • written communication

  • Detail Oriented and Organized

Compensation

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.

Additional Information
Sun Life Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 30th, 2020
Apply BeforeJanuary 14th, 2026
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About Sun Life Financial

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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