Associate Director, Client Data & Analytics - SLC Management

Sun Life Financial; Toronto; On-site; CAD 89,000 - 129,000; Full time

Benefits offered by this job

Competitive benefits

Discretionary incentive plan

Hybrid work arrangement

Job summary

SLC Management, a global asset manager and subsidiary of Sun Life, is seeking an Associate Director, Client Data & Analytics. You will lead client reporting, manage data governance, and drive analytics initiatives across investment teams and operations.

The role requires strong analytical capabilities, project management, stakeholder skills, and a commitment to delivering high-quality, timely reporting with regulatory compliance. Hybrid in-office and virtual work arrangements apply.

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.
• 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, ensuring accuracy and consistency of data in client reports.
• Coordinate sustainability/ESG reporting across portfolios and maintain models and templates.
• Establish data quality standards and perform root cause analysis on issues, implementing corrective actions.
• Identify opportunities to automate and streamline reporting workflows using BI tools and data solutions.
• Partner with technology and business stakeholders to translate requirements and improve data governance practices.

Skills

Client reporting

Data governance

SQL

Power BI

Excel

Stakeholder management

Education

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

Professional designation (CPA/CFA/CBIP/PMP) asset

Tools

Power BI

Tableau

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.

Job Description:

Associate Director, Client Data & Analytics – SLC Management

What is in it for you:

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 financial services data environments.
• Experience with business intelligence and data visualization tools (Power BI, Tableau, etc.).
• Strong SQL and data analysis capabilities.
• Familiarity with ESG, sustainability, or investment classification frameworks is highly desirable.
• Experience managing large datasets and complex reporting models.

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.

Job Category:

Asset Management

Salary Range

88,500/88 500 - 128,500/128 500

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 encourage applications from qualified individuals from all backgrounds. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. 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 [e-mail].

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

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers