Associate Director, Client Data

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 billion in assets under management (AUM). 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 . As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

Associate Director, Client Data & Analytics - SLC Management

The Associate Director, Client Data & Analytics is responsible for leading the delivery of high-quality client, investment, and sustainability reporting data across the organization. This role acts as the bridge between investment teams, business stakeholders, operations, technology, and client-facing teams to ensure data integrity, reporting accuracy, regulatory compliance, and timely delivery of analytics.

The successful candidate will oversee complex reporting processes, drive continuous improvement initiatives, manage cross-functional data requirements, and provide analytical leadership in support of strategic business objectives. This position requires a combination of strong analytical capability, project management expertise, stakeholder management skills, and deep attention to detail.

What you will do:

• Lead the production and governance of recurring client reporting deliverables.
• Ensure the accuracy, completeness, and consistency of data used in client reports.
• Develop and maintain reporting methodologies, business rules, and quality controls.
• Partner with client-facing teams to translate client requirements into scalable reporting solutions.
• Support custom client requests and analytical inquiries.

• Coordinate periodic sustainability and ESG reporting processes across General Account and third-party client portfolios.
• Maintain reporting models, templates, and supporting documentation used to track sustainable investment activity.
• Ensure reporting outputs align with established methodologies and disclosure requirements.

• Establish and maintain data quality standards across reporting processes.
• Investigate data issues, perform root cause analysis, and implement corrective actions.
• Develop controls and reconciliations to improve confidence in reporting outputs.
• Partner with technology teams to improve source data management and data governance practices.

• Identify opportunities to streamline manual processes and improve operational efficiency.
• Lead automation initiatives using reporting tools, business intelligence platforms, and data solutions.
• Reduce operational risk by standardizing reporting workflows and implementing scalable controls.

• Act as a trusted advisor to business leaders, investment teams, operations, compliance, and client relationship managers.
• Facilitate discussions to resolve reporting issues and align on business requirements.

• Mentor analysts and junior team members.
• Establish best practices for reporting, analytics, and quality assurance.
• Foster a culture of accountability, continuous improvement, and client service excellence.

What you need to succeed:

• Bachelor's degree in Business, Finance, Economics, Data Analytics, Statistics, Mathematics, Information Systems, or a related field.
• 4+ years of progressive experience in client reporting, investment operations, analytics, data management, or financial services.
• Experience managing complex reporting processes and delivering executive-level insights.
• Professional designation