Product Data Specialist

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Product Data Specialist will primarily support the Director of Investment Analytics & Solutions Oversight in client reporting. To succeed the candidate must develop, operationalize and support a robust data analytics platform for the SLGI mutual fund shelf. This platform will be integral to ensuring both the timely delivery of data across the company and to external prospective clients. 

What will you do?

• Manage all retail and national accounts data requests and timelines; engaging the proper subject matter experts as needed.

• Assist in the dissemination of performance metrics and attribution as they relate to SLGI’s mutual fund product platform.

• Aid in reconciliation of our public performance metrics, i.e. Third-Party Reporting Systems (e.g. Morningstar, eVestment, etc.)

• Assist in drafting RFI and RFP responses for national accounts prospects

• Clearly articulate data findings and manage queries on data observations amongst stakeholder groups.

• Create an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to performance reporting.

What you need to succeed?

• 3-5 years’ experience in mutual fund performance measurement / attribution calculations

• Advanced MS-Excel skills

• Applied knowledge of Morningstar Direct, Tableau, Seismic, and Loopio

• Bachelor’s Degree

• Commitment to professional growth through continuing education

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

Preferred skills:

• Strong leadership skills

• Strong communication and interpersonal skills, with an ability to build and maintain strong, trustful relationships with all levels of the organization

• Proven time management and organization skills

• Ability to work autonomously with a bias for action and a confident demeanor

• Strong attention to detail, while maintaining a view of larger business issues

• Ability to manage multiple internal and external relationships

• Ability & drive, to pursue results and lead change

• Team player that is accountable and client focused

• Strong problem solving and decision-making skills

What's in it for you?

• A friendly, collaborative, and inclusive culture

• The opportunity to move along a variety of career paths with amazing networking potential

• Access to our Global Learning Centre, available 24/7 for your learning needs

• Wellness programs that support the three pillars of your health – mental, physical and financial

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.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

56,000/56 000 - 93,000/93 000

Job Category:

Product

Posting End Date:

05/03/2025