Senior Associate, Finance Data Analytics & Insight - SLC Management

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.

Job Description:

What Is in It for You:

This role reports to the Senior Director, Finance Data Analytics and Insight, and will be part of SLC’s Financial Planning and Strategy group. The successful candidate will be responsible for working closely with each of our alternative asset management businesses to drive data-driven insights that inform strategic decision making. The role will support financial analysis across SLC Management, including Fixed Income business, the broader affiliate platform, and SLF General Assets in reporting, statistical analysis, financial modeling, forecasting, and planning. This role will require the incumbent to operate cross-functionally across SLC and the broader affiliate platform. They will work closely with the Finance and Operation teams to identify and collect data (financial and non-financial) and modeling approaches.

WHAT YOU WILL DO: 

We are seeking a highly motivated and experienced Senior Associate to join our Finance Data Analytics & Insight team. The successful candidate will play a critical role in analyzing financial data, generating insights, improving our finance data processes, and supporting strategic decision-making processes. This position requires strong analytical skills, diligence, and the ability to work collaboratively with cross-functional teams.

WHAT YOU WILL NEED TO SUCCEED:

• Analyze financial data and generate actionable insights to support strategic decision-making, in line with best practices from the alternative asset management industry.

• Develop and maintain financial models, dashboards, and reports.

• Collaborate with cross-functional teams to identify opportunities for process improvements and efficiencies.

• Lead AI initiatives to enhance data analytics capabilities and drive innovation.

• Support the development and implementation of data analytics strategies and initiatives.

• Provide insights and recommendations to senior management based on data analysis.

• Ensure data accuracy and integrity by conducting regular data audits and validations.

• Stay up to date with industry trends impacting alternative asset management and best practices in data analytics and finance.

PREFERRED SKILLS:

• Bachelor's degree in Finance, Economics, Data Analytics, or a related field.

• Minimum of 3-5 years of experience in finance data analytics or a similar role. Prior asset management experience is a strong plus.

• Strong analytical and critical thinking skills.

• Proficiency in data analysis and visualization tools are helpful (e.g., Excel, SQL, Python, PowerBI, Tableau, etc.).

• Strong proficiency with the Microsoft Office suite.

• Excellent communication and presentation skills.

• Strong collaborator that can work seamlessly across different business stakeholders and functional groups.

• Strong attention to detail and accuracy.

• Experience with financial modeling and forecasting is a plus.

• Proficiency in cloud-based databases is a plus (e.g., Snowflake, Starburst, Tidemark).

• Experience with automation tools and GenAI are beneficial.

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:

Salary Range

The Base Pay range is for the primary location of the job.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results.

We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported. We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don’t meet every criteria in the job description.

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 thebrightside@sunlife.com.

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