Wealth Analyst - Credit and Margin
Sun Life(25 days ago)
About this role
The Wealth Analyst supports the Retail Wealth Enablement team in launching a new Investment Dealer by ensuring operational excellence and scalable process design. The role focuses on partner servicing and supporting advisors and internal stakeholders with prudent credit decision-making, regulatory compliance, and risk mitigation.
Required Skills
- Credit Analysis
- Margin Operations
- Collateral Management
- Risk Mitigation
- Regulatory Compliance
- Portfolio Monitoring
- Stakeholder Management
- Process Improvement
- Reporting
- Analytical Skills
+2 more
Qualifications
- University Degree
- CFA
- CSC
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
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