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Sun Life

Senior Associate, Global Investment Portfolio Reporting – Analysis

Sun Life

. Support reconciliation and integrity of information for Global Asset reporting .

Posted 11/9/2026full-timeWaterloo • CanadaSenior💰 CA$85,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in financial reporting and data analysis, with a strong focus on process development and automation using tools like Power BI and SAP. Capable of maintaining internal controls and producing regulatory reports while collaborating effectively within a team.

Highest-signal resume keywords
Financial ReportingData AnalysisProcess DevelopmentPower BIMicrosoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial ReportingData AnalysisProcess DevelopmentReport AutomationWEBI/BOXIPower QueryPower BISAPInvestment Reporting DatabaseRegulatory Reporting
Soft Skills
Problem SolvingAnalytical SkillsCommunication SkillsOrganizational SkillsTeam Oriented
Tools & Technologies
WEBI/BOXIPower QueryPower BISAPMicrosoft Excel
Industry Keywords
Global Asset ReportingInvestment ReportingData ModernizationInternal ControlsAudit Requirements

About the role

Key responsibilities & impact
  • Support reconciliation and integrity of information for Global Asset reporting
  • Assist with process development and enhancements
  • Maintain the Standard Entity Table
  • Produce quarterly regulatory reports
  • Maintain ownership of the Investment Reporting Database
  • Research invested-asset attributes and assign standardized attributes
  • Develop and automate reports and queries using WEBI/BOXI, Power Query, Power BI and SAP
  • Collaborate with team members to improve process efficiency and effectiveness
  • Deliver reporting and analysis for audit requirements
  • Maintain effective internal controls
  • Participate in Data Modernization initiatives, report building, ad-hoc business requests and special projects

Requirements

What you’ll need
  • Post-secondary education in an Accounting or Finance discipline
  • Strong problem solving and analytical skills
  • Ability to manage conflicting priorities under tight deadlines
  • Strong communication and organizational skills
  • Interest in developing and implementing technology-based process improvements
  • Excellent PC skills, particularly Microsoft Excel
  • Ability to work independently with minimal supervision
  • Team oriented
  • Some overtime required during peak reporting periods
  • Must declare personal investment accounts and securities investments and seek preclearance on future transactions, including household members' transactions

Benefits

Comp & perks
  • Excellent benefits and wellness programs, including generous vacation and sick time
  • Market-leading maternity, parental and adoption leave top up program
  • Partially-paid sabbatical program
  • Pension, stock and savings programs with an employer-paid match
  • Flexible work environment
  • Career growth and development opportunities
  • Networking potential
  • Award-winning workplace culture