Analyst, Reconciliation & Controls

Sun Life

Analyst, Reconciliation & Controls maintaining operational integrity in investment operations for SLC Management. Supporting reconciliation processes and control measures while handling reports and team communication.

Posted 7/9/2026full-timeWaterloo • 🇨🇦 CanadaJunior💰 CA$58,000 - CA$93,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in reconciliation processes and investment operations, with a strong focus on data analysis and problem-solving. Proficient in preparing reports and supporting process improvements to align reconciliation activities with business objectives.

Highest-signal resume keywords

Reconciliation ProcessesInvestment OperationsData AnalysisMicrosoft ExcelAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Reconciliation ProcessesInvestment OperationsData AnalysisFinancial Data AnalysisProblem-Solving

Soft Skills

Attention to DetailEffective CommunicationTeam Collaboration

Tools & Technologies

Microsoft ExcelData Analysis Tools

Industry Keywords

FinanceAccountingOperational ChallengesProcess Improvement

About the role

Key responsibilities & impact

Support reconciliation processes and control measures within Trade Operations for SLC Management
Identify issues in data and processes related to reconciliations and controls
Propose basic solutions to operational challenges in the reconciliation process
Prepare accurate reports on reconciliation activities
Complete assigned reconciliation tasks efficiently
Recognize basic connections between reconciliation operations and business goals
Communicate issues to immediate team members
Assist in troubleshooting basic reconciliation issues
Identify discrepancies in financial data during reconciliation processes
Support process improvement initiatives for reconciliation and control processes

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, or a related field
1+ years of experience in investment operations, reconciliations, or a related area
Foundational understanding of investment operations, reconciliation processes, and their impact on business objectives
Strong analytical, problem-solving, and attention-to-detail skills
Proficiency in Microsoft Excel and other data analysis tools
Effective written and verbal communication skills
Ability to work collaboratively in a team environment

Benefits

Comp & perks

Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial
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