Analyst, Private Fixed Income Operations

1 week ago

Waterloo, Canada SLC Management Full time

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 1300 organizations. 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.

**Hybrid Work Model**

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

**What Is in It for You**:
Private Fixed Income Operations is a department within the Investment Services and Operations area at SLC Management that is responsible for the administration and reporting of all non-public investments and loans to corporations situated in various locations globally. The investment portfolio of approximately $41 billion includes bonds, debentures, limited partnerships, lease securitization and project financing.

The Analyst, Private Fixed Income Operations (Initiatives), is part of a team that is responsible for understanding and supporting the Global Private Fixed Income Portfolio from a Project perspective. Broadly, this includes Company +/or PFI Specific Initiatives, Training (the rolling out of new / revised processes), updating Process Documentation, System Upgrades, Robotic Process Automations, Data Integrity and actively contributing to process improvement initiatives through the Brighter Way framework.

**WHAT YOU WILL DO**:

- Collaborate with Private Fixed Income SME’s to fully understand PFI Operations processes and the needs of the business
- Analyze, interpret, and organize data to support the various initiatives / projects
- Support continuous improvements that accelerate the timeliness and quality of analytics and reporting, and builds efficiency and effectiveness both within the team and across the organization
- Use Jira to create / manage new projects / initiatives in tandem with SLCITOps
- Launch new business processes, document and roll out to the Operations team by providing training
- Update existing business operations processes and communicate updates to the team

**WHAT YOU WILL NEED TO SUCCEED**:

- Excel proficiency - ability to create, manipulate, and interpret data/spreadsheets; comfortable working with formulas, V-lookups, pivot tables
- Meticulous attention to detail - high degree of accuracy.
- Problem solving - able to assess situations through analysis and observation and develop supportable solutions
- Technology savvy - able to learn and incorporate new tools or software
- Strong verbal and written communication skills as there will be frequent interaction with internal business partners and external vendors
- Strong collaborative approach to build and maintain both internal and external relationships - service-oriented behaviour
- Commitment to continuous process improvement supported by The Brighter Way
- Proven organizational and analytical skills, with a high capacity to juggle a full workload and manage several competing priorities in a dynamic, fast paced environment
- Tolerance for ambiguity, with an innate ability to navigate through challenging and complex situations
- Results driven, upbeat, and creative

**PREFERRED SKILLS**:

- Previous experience in an Investment or Finance administrative role is an asset

**Unique requirements**:

- Certain days during the month/year may not be eligible for vacation days to support various project timelines
- May be required to work statutory holidays to support US business
- May be required to work outside of core business hours to support testing and implementation

**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 s

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