At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills.
Follow a path that lets your talents shine.
Job Description : Overview :
You believe life is about aiming high and making an impact. At Sun Life Global Investments, we work together, share common values and help each other grow and achieve goals.
SLGI launched its first set of retail mutual funds in October 2010. Since then, SLGI has grown to over $24B in AUM with 110 strategies across retail and institutional markets.
SLGI’s Fund Adherence Program serves as a foundational pillar for oversight of the business.
Role Summary :
Reporting to the AVP of Product Development and Investment Risk, the Manager of Fund Adherence manages SLGI’s Fund Adherence Program.
with the aim of increasing overall efficiency and efficacy.
Main Accountabilities :
Conduct daily, weekly, monthly, quarterly and annual portfolio trading activity reviews to identify instances of non-compliance with regulatory requirements and investment guidelines.
These reviews are inclusive of constraints that cannot be monitored within the current system and must be monitored via manual processes.
Communicate with internal and external Portfolio Managers on assessing alerts / breaches and prompting appropriate action to bring the effected mandate back into compliance.
Assess materiality of breachesand propose a robust course of action.Audit SLGI’s Risk and Investment Analytics provider, correcting any applicable errors and adjusting processes as necessary.
to-day business controls to meet obligations with respect to investment risk.
Specialized Knowledge / Skills Requirements
Education and Experience :
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors.
In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.
Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues.
We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-
mail a request to thebrightside sunlife.com.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range :
66,800 / 66 800 - 109,100 / 109 100
Job Category : Product
Posting End Date : 20 / 06 / 2019
20 / 06 / 2019