Analyst, Investment Solutions

3 days ago


Waterloo, Ontario, Canada SLC Management Full time $60,000 - $97,000 per year

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.

Job Description:

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

  • Proficiency in reporting systems and tools, including Microsoft Office suite, and familiarity with report writing applications like BOXI

  • 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

SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Job Category:

Finance

Salary Range

60,000/ ,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. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to

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



  • Waterloo, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Investment Advisor

    3 days ago


    Waterloo, Ontario, Canada RBC 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...


  • Waterloo, Ontario, Canada CIBC Full time US$50,000 - US$80,000 per year

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Waterloo, Ontario, Canada CIBC Full time $60,000 - $80,000 per year

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Waterloo, Ontario, Canada Venuiti Solutions Full time $80,000 - $110,000 per year

    Business AnalystMandatory On-Site: 5 days in-office in Downtown Toronto or WaterlooWHERE YOUR EXPERTISE IS NEEDEDAt Venuiti Healthcare, we specialize in elevating the healthcare experience through custom software development and comprehensive integration solutions. With nearly two decades of industry expertise, our teams in Waterloo ON (CAN), Toronto ON...


  • Waterloo, Ontario, Canada CIBC Full time $70,000 - $120,000 per year

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Investment Specialist

    23 hours ago


    Waterloo, Ontario, Canada CIBC Full time US$70,000 - US$140,000 per year

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Waterloo, Ontario, Canada Manulife Full time $55,050 - $91,750

    As a Workforce Solutions Analyst within Protection Solutions, you will play a critical role in optimizing staffing, scheduling, and performance across our Sales, Retention, and other lines of business to meet service level goals. You will be responsible for forecasting expected call volumes, current and future staffing needs, and acting in an agile manner to...


  • Waterloo, Ontario, Canada Carta Full time $90,000 - $150,000 per year

    The Company You'll JoinCarta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta's platform of software and services lays the groundwork so you can build, invest, and scale with...


  • Waterloo, Ontario, Canada Carta Full time US$120,000 - US$180,000 per year

    The Company You'll JoinCarta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta's platform of software and services lays the groundwork so you can build, invest, and scale with...