Senior Finance Manager

6 days ago


Waterloo, Ontario, Canada Sun Life Financial Full time
Role Overview

As a Senior Finance Manager, you will be responsible for managing a segment of the Specialty Finance and Securitization portfolio with direct originator contact. This includes overseeing portfolio management activities, such as funding, structuring, credit review, legal documentation, and consents.


About SLC Management

SLC Management is a growing global institutional asset manager offering a range of investment solutions to institutional investors. With over CA$374/US$283 billion in assets under management, we are committed to delivering innovative and diversified investment opportunities.


Job Responsibilities
  1. Portfolio Management: Manage a segment of the SFS portfolio with direct originator contact by overseeing portfolio management activities including decisions pertaining to funding, structuring, credit review, legal documentation, consents, etc.
  2. New Origination Opportunity Reviews: Support senior SFS staff with new origination opportunity reviews, analysis, modeling, structuring, and legal documentation.
  3. Governance: Contribute to the governance of SFS's business activities, particularly with respect to monthly and quarterly performance and financial reporting requirements as well as participating in SFS's governance and originator specific review and audit process.
  4. Reporting: Develop value-added reporting including trends in portfolios, across portfolios, and asset classes.

Requirements and Qualifications
  1. Education: Bachelor's degree in Finance, Accounting, Economics, Engineering, or Mathematics.
  2. Experience: Applicable experience gained from prior responsibilities in corporate finance, investment banking, corporate lending, securities investing, or private placements.
  3. Credentials: CPA, MBA and/or CFA (or progress towards) considered an asset.

Benefits and Perks
  • Pension and Savings Programs: Eligible employees participate in pension, stock, and savings programs with an employer-paid match to help build and enhance your future financial security.
  • Flexible Work Environment: Enjoy a flexible work environment with a friendly, caring, collaborative, and inclusive culture focused on career growth development.

Additional Information

The salary range for this role is $84,000 - $131,500 per year. As a regulated business, all employees are required to declare personal investment accounts and securities investments, as well as seek preclearance on future transactions including those of household members.



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