Financial Data Analyst Co-op, Slc Management
1 week ago
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$422/US$304 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.
Our intern and new graduate programs offer a chance to explore careers within SLC Management. 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.
Division: SLC Operations
Discipline: Finance/Computer Science
Positions: 1
Length of Term: 8 months
Hybrid: This role will be a combination of working from home and in the office and is based out of our Waterloo King or Toronto One York office
Reporting to the Senior Associate, Finance Data Analytics & Insight, the SLC Financial Data Analyst Co-op will work within SLC Finance Data Analytics and support with monthly and quarterly data and reporting, projects, and other ad-hoc activities. In this role, you will have the unique opportunity to collaborate with and support members of the Finance Data Analytics team and other SLC Finance employees, while gaining valuable financial data and reporting experience.
**What will you do?**
Data Operations
- Assist in loading financial data from internal and external sources.
- Perform data quality checks and validation routines.
Reporting & Visualization
- Support the development and maintenance of Power BI dashboards used by Finance and Executive Teams.
- Participate in dashboard refresh cycles and ensure visual consistency.
Finance Collaboration
- Work with Finance stakeholders to understand reporting requirements and financial concepts such as inflows, outflows, capital deployment.
- Assist in preparing data for quarterly updates, capital raising summaries, and other finance-driven initiatives.
Team Engagement
- Join team meetings, and project check-ins.
- Contribute to documentation and knowledge-sharing within the team.
**What do you need to succeed?**
- Currently enrolled in third or fourth year of a Finance or Computer Science program from an accredited University; previous work or co-op experience is strongly preferred.
- Intermediate to advanced proficiency in Microsoft Office (primarily Excel).
- Experience with Power BI and cloud-based tools is an asset.
- Experience with Power Query automation is an asset.
- Strong problem solving and analytical skills, with demonstrated attention to accuracy and detail.
- Strong communication, organizational and interpersonal skills.
- Self-motivated and adaptable with the ability to manage conflicting priorities independently.
**What’s in it for you?**
- Gain valuable data processing, reporting, and audit support experience.
- A friendly, collaborative, and inclusive culture where you’re an innovator and trusted partner.
- An environment of continuous learning and improvement.
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees.
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
**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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Waterloo, Canada SLC Management Full timeSLC 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...
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