Student - Private Fixed Income Operations Specialist Co-op, SLC Management (FALL 2024)

Sun Life

2mo ago

Applications are closed

Internship
Full-time
Off-cycle Internship
Accounting & Tax
Waterloo

Requirements

Currently enrolled in an Accounting, Business or Engineering program from an accredited University; previous co-op work experience is an asset
Intermediate proficiency with Excel – ability to create, manipulate, and interpret data/spreadsheets and comfortable working with formulas, VLOOKUP’s, pivot tables, etc.
Meticulous attention to detail with an analytical approach and aptitude for working with numbers
Strong problem-solving skills with the ability to assess situations through analysis and observation and develop supportable solutions
Technology savvy and able to learn and incorporate new tools or software for daily operational activities
Organizational skills and ability to prioritize in a dynamic, fast paced environment

Responsibilities

Private Fixed Income Operations is a department within the Investment Services and Operations area at SLC Management that is responsible for the administration and reporting of all non-public investments and loans to corporations situated in various locations globally. The investment portfolio of approximately $50 billion includes bonds, debentures, limited partnerships, lease securitization and project financing.
The Analyst, Private Fixed Income Operations (Initiatives), is part of a team that is responsible for understanding and supporting the Global Private Fixed Income Portfolio from a Project perspective. Broadly, this includes Company +/or PFI Specific Initiatives, Training (the rolling out of new / revised processes), updating Process Documentation, System Upgrades, Robotic Process Automations, Data Integrity and actively contributing to process improvement initiatives through the Brighter Way framework.
The successful applicant will work closely with internal business Partners as well as PFI SME’s (subject matter experts) in order to fully support the PFI team who services our Canadian, US, UK and third party portfolios residing on the Enterprise!, Aladdin and PAM systems. This individual will need to understand all aspects of our PFI business, from source system set ups, funding, income collection, account reconciliation, cash management, security safekeeping and reporting of all Private Fixed Income assets held in various currencies and across multiple portfolios.

Sun Life

Finance

Industry

10,001+

Employees

1865

Founded Year

Mission & Purpose

Sun Life Financial is a leading international financial services organisation providing insurance, wealth, and asset management solutions to individuals and businesses. The company's ultimate goal is to empower its clients to achieve lifetime financial security and well-being. Sun Life's purpose is to help people live healthier lives, protect what matters most to them, and prepare for a financially secure future. Through innovative products and personalised advice, Sun Life aims to make a positive difference in the lives of its customers and communities.