Associate, Portfolio Business Solutions

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. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 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, Portfolio Business Solutions - SLC Management

**What is in it for you**:
Over the past several years, the Private Fixed Income (“PFI”) portfolio has grown in assets under management across a diversified and growing range of clients. The Business Solutions team has been created to initially support developing and managing the PFI data strategy, portfolio reporting and transaction support needs with a goal of supporting other asset classes in the future.

The Associate, Portfolio Services, will support the Associate Director and Senior Director in developing analytical tools to be used in portfolio reporting and monitoring. Additionally, they will analyze data from different sources and systems in order to draw insights and aid in the investment decision process.

**What will you do**:

- Help to develop, enhance and manage data collection systems and models to analyze financial & operations data, identify trends and communicate performance across the PFI business
- Aid in the creation of presentations for PFI management and external stakeholders
- Assist in the generation and distribution of PFI reporting to third party clients
- Support projects that require analyzing large, complex and unstructured datasets. The purpose is to help address questions presented by senior management and to provide insights on business operations.
- Aid in the management of governance processes including development, organization, oversight, and administration
- Assist with relationship management with regulatory entities and internal/external auditors

**What you need to succeed**:

- 2+ years of experience at an asset manager, financial institution or consulting firm
- University or other Post-Secondary education in a relevant field (e.g. Accounting, Finance or Mathematics)
- Strong analytical and detail-oriented aptitude
- Ability to manage tight deadlines
- Strong Microsoft Excel experience

**Preferred Skills**:

- Progress towards MBA, CFA or CPA designations considered an asset
- Broad understanding of the Private Fixed Income or Asset Management industry considered an asset
- Experience with VBA, SQL considered an asset

**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**:
Asset Management
**Salary Range**

58,000/58 000 - 100,000/100 000

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.