Managing Director, Investments
2 weeks ago
As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset.
Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
The Managing Director, Investment Finance & Complex Transaction Advisory, SLC Finance will lead a diverse team that includes Global Investment Financial Reporting & Analysis, Financial Planning & Analysis and Complex Transaction Advisory and will be responsible for consolidated financial reporting and analysis for our diverse global investment portfolio in accordance with International Financial Reporting Standards (IFRS).
The large scale, scope and complexity of this role requires an advanced level of technical proficiency, analytical insights, and operational efficiency.
Key stakeholders include Investment Front Office, Strategic Investments, Portfolio Management, Asset Liability Management, Credit Risk Management, Corporate Accounting, and Investor Relations.
Lead the team that has overall responsibility and management for complete, accurate, and timely consolidated financial reporting processes for the Sun Life General Account invested asset portfolio.
Lead the team that prepares the quarterly financial review package for investment results including forecast, in-depth attribution analysis of key market and business drivers, and presentation of the results to senior management.
Lead that team that manages the credit review process for Sun Life's global investments and ensures the proper application of IFRS standards to the credit process.
Lead the team that manages the Expected Credit Loss model under IFRS 9 including the related attribution analysis, reporting and disclosures.
Interpret accounting guidelines, provide accounting policy recommendations, identify financial reporting implications, and educate stakeholders for new accounting standards and complex transactions.
Lead the team that prepares impact assessments of consolidation under IFRS 10 for investments into related party funds and structures.
Overall responsibility and management of Sun Life's investment related financial statement notes requirements, management discussion & analysis, board reporting and regulatory reporting to ensure accuracy and compliance with internal and external guidelines.
Professional Accounting/Finance designation (CPA/CFA) with 10+ years of investment related industry experience.
In-depth knowledge of invested assets and relevant IFRS standards with particular focus on IFRS 9 Financial Instruments and IFRS 10 Consolidated financial statements.
Proven ability to effectively communicate complex accounting material to both technical and non-technical audiences.
Ability to build, manage and lead a diverse team of finance professionals across multiple business locations.
Why SLC Management?
Opportunity to work for a growing global institutional asset manager
Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
The opportunity to move along a variety of career paths with amazing networking potential
Best Places to Work" by Glassdoor, Award for Excellence for Mental Health at Work, "Best Places to Work in Money Management" by Pension & Investments
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees.
Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Job Category:
Finance
In addition to Base Pay, eligible employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.
We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate.
Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria.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 .
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