Associate Director, Investment Operations, Portfolio Management

Job Description Associate Director, Investment Operations, Portfolio Management – SLC ManagementWe are accountable for oversight, coordination, and execution of investment and treasury activities across a group of subsidiary entities that invest on behalf of the Sun Life General account. Co‑ordinating with SLC Front Office, Legal, Accounting, Derivatives and Operations teams, this role is central to all activity between the subsidiary and the parent, and the investing activity of the subsidiary. What is in it for you The role is accountable for oversight, co‑ordination and execution of investment and treasury activities across a group of subsidiary entities that invest on behalf of the Sun Life General account. Co‑ordinating with SLC Front Office, Legal, Accounting, Derivatives and Operations teams this role will be central to all activity between the subsidiary and the parent, as well as the investing activity of the subsidiary. What You Will Do Lead execution (setup, closing, funding and accounting) for new investments being added to the entities under the guidance of senior management. Monitor the full portfolio of cash and investments in the entities and recommend actions as required to manage liquidity against prospective investment demands. Co‑ordinate cash movement into and out of the entities to meet new funding and investment needs. Co‑ordinate currency hedging activity with SLC derivative desk and monitor ongoing foreign currency exposure, recommending action when required. Ongoing monitoring and reporting of investment performance to key stakeholders within the Office of the CIO team. Use investment performance to recommend appropriate interest rate setting for loans into entities (interest rate reviewed annually), under the guidance of senior management. Reporting and forecasting of activity in the entities to SLF ALM and other groups as required. Co‑ordinate with SLC Legal and Finance, along with SLF Tax, to ensure appropriate documentation for all activity in the entities. Provide support to SLC Finance and Operations to ensure investment activity is recorded correctly and financial statements of each entity are accurate. What You Will Need to Succeed Knowledge of broad asset classes, particularly real estate, private equity and private fixed income Experience with cash management/treasury functions is beneficial Strong process management and organization skills Problem solver who is confident in recommending actions Preferred Skills 5+ years of experience in the investment industry Pursuing or completed CFA designation is recommended Why SLC Management Opportunity to work for a growing global institutional asset manager Excellent benefits and wellness programs to support the three pillars of your well‑being – mental, physical and financial – including generous vacation and sick time, market‑leading maternity, parental and adoption leave top‑up program, a partially‑paid sabbatical program and much more 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 Award‑winning workplace culture – Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments Regulatory and Compliance Requirements SLC Management is a regulated business, and this means that there are certain financial reporting and trading pre‑clearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek pre‑clearance on future transactions including those of household members. Job Category Asset Management Salary Range 84,000 - 126,000 CAD We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. Equal Opportunity Statement We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We encourage applications from qualified individuals from all backgrounds. We will make reasonable accommodations to known physical or mental limitations. 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. Further Information We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. #J-18808-Ljbffr