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Senior Investment Reporting Associate

Sun Life

Drive investment data integrity and reporting at SLC Management through reconciliation, analysis, and process automation. Work combines office and virtual collaboration.As Senior Associate, you will support Global Investment Portfolio Reporting and Analysis for an institutional asset manager. Your work spans global asset data, regulatory reporting, database ownership, and process improvements. You will use Microsoft Excel, Power Query, PowerBI, SAP, and WEBI/BOXI while supporting audits and business requests.Key Responsibilities:
Maintain integrity of Global Asset dataResearch and standardize Invested Asset attributesOwn the Investment Reporting DatabaseComplete quarterly regulatory reportsDevelop automated reports and queriesRequirements:
Post-secondary education in Accounting or FinanceStrong problem-solving and analytical skillsManage conflicting priorities under tight deadlinesExcellent Microsoft Excel and PC skillsWork independently with minimal supervisionApply investment reporting, analytical, and technology-based process improvement skills as a Senior Associate at SLC Management.
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Vacancy posted 34 minutes ago
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