Current jobs related to Analyst, Investment Solutions - Waterloo - SLC Management

  • Lead - Investment Operations

    2 weeks ago

    Waterloo, Canada TriCert Investment Counsel Inc. Full time

    **Position: Lead - Investment Operations** TriCert Investment Counsel is a registered portfolio management firm founded in 1999, managing over $3 billion in assets under management (AUM) for thousands of households across all ten Canadian provinces and the Yukon Territory. At TriCert Investment Counsel, we are investors, not traders. Our QSect approach...

  • Field Support Analyst

    2 weeks ago

    Waterloo, Canada A&R Solutions Full time

    **Field Support Analyst, A&R Solutions** **Position overview**: Reporting to the Regional Field Manager, the field support analyst is responsible for supporting IT operations across regional customer sites. Field support analysts must troubleshoot, diagnose, repair, and maintain hardware and software to ensure efficient and up-to-standard systems. Field...

  • Field Support Analyst

    6 days ago

    Waterloo, Canada A&R Solutions Full time

    **Field Support Analyst, A&R Solutions** **Position overview**: Reporting to the Regional Field Manager, the field support analyst is responsible for supporting IT operations across regional customer sites. Field support analysts must troubleshoot, diagnose, repair, and maintain hardware and software to ensure efficient and up-to-standard systems. Field...

  • Underwriting Solutions Analyst

    1 week ago

    Waterloo, Canada Heartland Farm Mutual Inc. Full time

    Located in Ontario and Nova Scotia, Heartland Mutual Insurance strives to be the Best Mutual. Our team of talented and dedicated professionals challenge the norm and strive to be extraordinary. It’s all about fulfilling our promise with a personal approach. With our team, you’ll bring this purpose to life every day by living our values, being open to...

  • Analyst, Real Estate Debt

    1 week ago

    Waterloo, Canada MarshallZehr Full time

    **Analyst, Real Estate Debt** **Who is MarshallZehr?** **MarshallZehr Group Inc (“MZ”)** provides mortgage lending and customized financial solutions for high-performing real estate developers. With $3.4B of fundings over 350+ projects, MarshallZehr has become one of Canada’s most trusted capital partners for the growing construction and development...

  • Analyst, Real Estate Debt

    1 week ago

    Waterloo, Canada MarshallZehr Full time

    **Who is MarshallZehr?** **MarshallZehr Group Inc. (“MZ”)** provides customized construction and development financial solutions for high-performing real estate developers. Since 2008, MarshallZehr has grown to become one of Canada’s most trusted real estate capital partners. We add value beyond capital - our team’s decades of experience help deliver...

  • Analyst, Real Estate Debt

    6 days ago

    Waterloo, Canada MarshallZehr Full time

    **Analyst, Real Estate Debt** **Who is MarshallZehr?** **MarshallZehr Group Inc. (“MZ”)** is an industry leader, providing select mortgage lending and customized financial opportunities in real estate construction and development, headquartered in Waterloo, ON. Specifically, we specialize in financing transformative projects (ground-up and value-add)...

  • Investment Advisor

    2 weeks ago

    Waterloo, Canada Royal Bank of Canada Full time

    Job Description Grow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...

  • Investment Advisor

    2 days ago

    Waterloo, Canada Royal Bank of Canada> Full time

    Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...

  • Investment Advisor

    1 day ago

    Waterloo, Ontario, Canada Royal Bank of Canada Full time

    Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your...

Analyst, Investment Solutions

2 weeks 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 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 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.

**_This is an 18-month contract position._**

**What Is in It for You**:
We're seeking an analytical and detail-oriented professional to join our Investment Solutions team at SLC Management. In this role, you'll support key initiatives for Trade Operations, including client onboarding, product launches, and strategic projects focused on regulatory compliance and business transformation.

You'll collaborate closely with internal partners and Trade Operations experts to support various investment teams, including Public Fixed Income, Private Fixed Income, Derivatives, and Mortgage. Our Trade Operations team manages liquid and illiquid assets for Sun Life Insurance general accounts, SLC institutional clients, and private wealth accounts within SLC's Fixed Income Business.

**WHAT YOU WILL DO**:

- Assist in providing operational support for new business products, processes, and implementations
- Analyze, interpret, and organize data to support operational readiness for various strategic initiatives
- Collaborate with Trade Operations to understand processes and challenges across different functional areas
- Liaise with business partners to comprehend the needs of various departments, including Client Reporting, Billing, Valuation, Performance Reporting, Finance, Asset Management, Compliance, and Legal
- Identify opportunities for innovative solutions to streamline operations and improve team efficiency
- Support the maintenance of operations process documentation and stakeholder communications

**WHAT YOU WILL NEED TO SUCCEED**:

- Strong analytical and problem-solving skills
- Excellent ability to flowchart and document procedures, identifying and mitigating control gaps
- Advanced Excel skills, including formulas, VLOOKUP, pivot tables, Power Query, and VBA
- Ability to work independently and escalate matters when appropriate
- Strong multitasking skills and adaptability in a fast-paced, changing environment
- Bachelor's degree in Finance, Business Administration, or a related field
- 2-4 years of experience in financial services or investment operations (preferred)
- Experience using Enterprise, Aladdin, and/or PAM systems (not required but a plus)
- Tolerance for ambiguity, with an innate ability to navigate through challenging and complex situations
- Results driven, upbeat, and creative

**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

**Job Category**:
Finance
**Salary Range**

60,000/60 000 - 97,000/97 000

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.