Associate Director, Client Data & Analytics - SLC Management

sunlife; Toronto; Hybrid; CAD 120,000 - 180,000; Full time

Job summary

SLC Management, a growing global asset management firm and Sun Life subsidiary, is seeking an Associate Director of Client Data & Analytics. You will lead the delivery of client, investment, and sustainability reporting data across the organization, partnering with investment teams, operations, technology, and client-facing groups to ensure data integrity and timely analytics.

The role requires strong analytical capability, project management, stakeholder management, and attention to detail,

Qualifications

• Bachelor's degree in Business, Finance, Economics, Data Analytics, Statistics, Mathematics, Information Systems, or a related field.
• 4+ years of progressive experience in client reporting, investment operations, analytics, data management, or financial services.
• Experience managing complex reporting processes and delivering executive-level insights.
• Professional designation such as CPA, CFA, CBIP, PMP, or equivalent is considered an asset.

Responsibilities

• Lead the production and governance of recurring client reporting deliverables.
• Ensure the accuracy, completeness, and consistency of data used in client reports.
• Develop and maintain reporting methodologies, business rules, and quality controls.
• Partner with client-facing teams to translate client requirements into scalable reporting solutions.
• Support custom client requests and analytical inquiries.
• Coordinate periodic sustainability and ESG reporting processes across General Account and third-party client portfolios.
• Establish and maintain data quality standards across reporting processes.
• Investigate data issues, perform root cause analysis, and implement corrective actions.
• Develop controls and reconciliations to improve confidence in reporting outputs.
• Partner with technology teams to improve source data management and data governance practices.
• Identify opportunities to streamline manual processes and improve operational efficiency.
• Lead automation initiatives using reporting tools, business intelligence platforms, and data solutions.
• Reduce operational risk by standardizing reporting workflows and implementing scalable controls.
• Act as a trusted advisor to business leaders, investment teams, operations, compliance, and client relationship managers.
• Facilitate discussions to resolve reporting issues and align on business requirements.
• Mentor analysts and junior team members.
• Establish best practices for reporting, analytics, and quality assurance.
• Foster a culture of accountability, continuous improvement, and client service excellence.

Skills

Excel proficiency

Investment reporting

Performance reporting

Data analytics

Stakeholder management

Education

Bachelor's degree in Business, Finance, Economics, Data Analytics, Statistics, Mathematics, Information Systems, or a related field

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 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.

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 Director, Client Data & Analytics - SLC Management

The Associate Director, Client Data & Analytics is responsible for leading the delivery of high-quality client, investment, and sustainability reporting data across the organization. This role acts as the bridge between investment teams, business stakeholders, operations, technology, and client-facing teams to ensure data integrity, reporting accuracy, regulatory compliance, and timely delivery of analytics.

The successful candidate will oversee complex reporting processes, drive continuous improvement initiatives, manage cross-functional data requirements, and provide analytical leadership in support of strategic business objectives. This position requires a combination of strong analytical capability, project management expertise, stakeholder management skills, and deep attention to detail.

What you will do:

Client Reporting & Analytics Leadership

• Lead the production and governance of recurring client reporting deliverables.
• Ensure the accuracy, completeness, and consistency of data used in client reports.
• Develop and maintain reporting methodologies, business rules, and quality controls.
• Partner with client-facing teams to translate client requirements into scalable reporting solutions.
• Support custom client requests and analytical inquiries.

Sustainability Reporting

• Coordinate periodic sustainability and ESG reporting processes across General Account and third-party client portfolios.
• Maintain reporting models, templates, and supporting documentation used to track sustainable investment activity.
• Ensure reporting outputs align with established methodologies and disclosure requirements.

Data Management & Governance

• Establish and maintain data quality standards across reporting processes.
• Investigate data issues, perform root cause analysis, and implement corrective actions.
• Develop controls and reconciliations to improve confidence in reporting outputs.
• Partner with technology teams to improve source data management and data governance practices.

Process Improvement & Automation

• Identify opportunities to streamline manual processes and improve operational efficiency.
• Lead automation initiatives using reporting tools, business intelligence platforms, and data solutions.
• Reduce operational risk by standardizing reporting workflows and implementing scalable controls.

Stakeholder Management

• Act as a trusted advisor to business leaders, investment teams, operations, compliance, and client relationship managers.
• Facilitate discussions to resolve reporting issues and align on business requirements.

Team Development

• Mentor analysts and junior team members.
• Establish best practices for reporting, analytics, and quality assurance.
• Foster a culture of accountability, continuous improvement, and client service excellence.

What you need to succeed:

• Bachelor's degree in Business, Finance, Economics, Data Analytics, Statistics, Mathematics, Information Systems, or a related field.
• 4+ years of progressive experience in client reporting, investment operations, analytics, data management, or financial services.
• Experience managing complex reporting processes and delivering executive-level insights.
• Professional designation such as CPA, CFA, CBIP, PMP, or equivalent is considered an asset.

Preferred skills

• Advanced proficiency in Excel, including complex formulas, data validation, reconciliation techniques, and large-scale workbook management.
• Strong understanding of investment reporting, performance reporting, or fi