indeed
Associate Director, Client Data & Analytics - SLC Management
Sun Life
Toronto, CAN
Full-time
Hybrid
Discovered 1 weeks ago
Client reportingInvestment reportingSustainability and ESG reportingData quality managementData governanceRoot cause analysis
Free
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Client reportingInvestment reportingSustainability and ESG reporting
Role Overview
Lead delivery of high-quality client, investment, and sustainability reporting data across SLC Management.
Act as a bridge between investment teams, business stakeholders, operations, technology, and client-facing teams.
Support data integrity, reporting accuracy, regulatory compliance, timely analytics delivery, and strategic business objectives.
Key Skills for This Role
Client reportingInvestment reportingSustainability and ESG reportingData quality managementData governanceRoot cause analysis
Full Job Posting
Role Overview
Lead delivery of high-quality client, investment, and sustainability reporting data across SLC Management.
Act as a bridge between investment teams, business stakeholders, operations, technology, and client-facing teams.
Support data integrity, reporting accuracy, regulatory compliance, timely analytics delivery, and strategic business objectives.
Client Reporting and Analytics
- Lead production and governance of recurring client reporting deliverables.
- Ensure client report data is accurate, complete, and consistent.
- Develop reporting methodologies, business rules, quality controls, and reconciliations.
- Translate client requirements into scalable reporting solutions and support custom client requests.
Sustainability Reporting
- Coordinate periodic sustainability and ESG reporting across general account and third-party client portfolios.
- Maintain reporting models, templates, and documentation for sustainable investment activity.
- Align reporting outputs with established methodologies and disclosure requirements.
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