Job Description

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. As a subsidiary of Sun Life, we are aligned with one of the world\xe2\x80\x99s 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\xe2\x80\x99s 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.

Hybrid Work Model

SLC Management operates in a hybrid environment with a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work two-three days in-office each week with flexibility depending on their business, client and team needs.

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What Is in It for You:

Private Fixed Income Operations is a department within the Investment Services and Operations area at SLC Management that is responsible for the administration and reporting of all non-public investments and loans to corporations situated in various locations globally. The investment portfolio of approximately $41 billion includes bonds, debentures, limited partnerships, lease securitization and project financing.

The Analyst, Private Fixed Income Operations (Initiatives), is part of a team that is responsible for understanding and supporting the Global Private Fixed Income Portfolio from a Project perspective. Broadly, this includes Company +/or PFI Specific Initiatives, Training (the rolling out of new / revised processes), updating Process Documentation, System Upgrades, Robotic Process Automations, Data Integrity and actively contributing to process improvement initiatives through the Brighter Way framework.

The successful applicant will work closely with internal business Partners as well as PFI SME\xe2\x80\x99s (subject matter experts) in order to fully support the PFI team who services our Canadian, US, UK and third party portfolios residing on the Enterprise!, Aladdin and PAM systems. This individual will need to understand all aspects of our PFI business, from source system set ups, funding, income collection, account reconciliation, cash management, security safekeeping and reporting of all Private Fixed Income assets held in various currencies and across multiple portfolios.

WHAT YOU WILL DO:

Collaborate with Private Fixed Income SME\xe2\x80\x99s to fully understand PFI Operations processes and the needs of the business

Analyze, interpret, and organize data to support the various initiatives / projects

Support continuous improvements that accelerate the timeliness and quality of analytics and reporting, and builds efficiency and effectiveness both within the team and across the organization

Use Jira to create / manage new projects / initiatives in tandem with SLCITOps

Launch new business processes, document and roll out to the Operations team by providing training

Update existing business operations processes and communicate updates to the team

WHAT YOU WILL NEED TO SUCCEED:

Excel proficiency \xe2\x80\x93 ability to create, manipulate, and interpret data/spreadsheets; comfortable working with formulas, V-lookups, pivot tables

Meticulous attention to detail \xe2\x80\x93 high degree of accuracy.

Problem solving \xe2\x80\x93 able to assess situations through analysis and observation and develop supportable solutions

Technology savvy \xe2\x80\x93 able to learn and incorporate new tools or software

Strong verbal and written communication skills as there will be frequent interaction with internal business partners and external vendors

Strong collaborative approach to build and maintain both internal and external relationships \xe2\x80\x93 service-oriented behaviour

Commitment to continuous process improvement supported by The Brighter Way

Proven organizational and analytical skills, with a high capacity to juggle a full workload and manage several competing priorities in a dynamic, fast paced environment

Tolerance for ambiguity, with an innate ability to navigate through challenging and complex situations

Results driven, upbeat, and creative

PREFERRED SKILLS:

Previous experience in an Investment or Finance administrative role is an asset

Unique requirements:

Certain days during the month/year may not be eligible for vacation days to support various project timelines

May be required to work statutory holidays to support US business

May be required to work outside of core business hours to support testing and implementation

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 \xe2\x80\x93 mental, physical and financial \xe2\x80\x93 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 hybrid 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\xc2\xae Certified in Canada and the U.S., 2021 \xe2\x80\x9cBest Places to Work\xe2\x80\x9d by Glassdoor, Award for Excellence for Mental Health at Work - 2021, \xe2\x80\x9cBest Places to Work in Money Management\xe2\x80\x9d 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: Customer Service / Operations

Salary Range 53,800/53 800 - 87,400/87 400

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. We welcome applications from qualified individuals from all backgrounds. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage women, people of color and those in LGBTQ+ communities to apply even if they don\xe2\x80\x99t 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 .

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

Sun Life Financial