Associate, Investment Research - SLC Management

SLC Management; Toronto; Hybrid; CAD 58,000 - 100,000; Full time

Job summary

A global asset management firm is seeking an Associate in Investment Research to manage relationships with investment managers and analyze performance. Candidates should have a degree in business and 1-3 years of experience, combined with strong analytical skills and proficiency in Excel. This role offers a flexible work environment and competitive benefits.

Benefits

Generous vacation and sick time

Market-leading maternity and parental leave

Employer-paid matched pension program

Flexible work environment

Award-winning workplace culture

Qualifications

• 1-3 years of industry experience.
• Experience presenting in front of leadership teams is an asset.
• Knowledge of investment managers and investment styles.

Responsibilities

• Add value through monitoring of investment managers.
• Analyze investment performance results.
• Create content for investment reports.

Skills

Strong technical and analytical skills

Excellent communication and presentation skills

Proficient in Excel

Strong organizational skills

Understanding of capital markets

Education

University degree in business or equivalent

Tools

MS Office applications

Bloomberg or similar analytical tools

Job description

Associate, Investment Research - SLC Management

Join to apply for the Associate, Investment Research - SLC Management role at SLC Management

Associate, Investment Research - SLC Management

Join to apply for the Associate, Investment Research - SLC Management role at 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 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 :

Associate, Investment Research – SLC Management

What's in it for you :

As Associate, Investment Research, you play an important role in managing relationships with a designated group of investment managers and communicating relevant information to Sun Life business units. You participate in the selection, evaluation, ongoing monitoring, and relationship management of assigned internal and third-party investment managers made available to Sun Life clients globally. You may also participate in ad-hoc innovation projects and initiatives with the various Sun Life Business Units. This role supports Sun Life’s business units globally.

What will you do :

• Add value through on-going monitoring of investment managers, strategies and / or funds, deliver quarterly questionnaires to the managers; analyze responses and follow-up as necessary.
• Analyze asset class and investment performance results utilizing attribution and risk measurement techniques to explain portfolio performance variations from benchmark performance and / or peer universe performance.
• Partner with consultant in investment manager searches; conducting screening from various databases, deliver RFPs to investment manager candidates.
• Review investment strategies globally; identify value propositions, performance drivers and provide opinion via a detailed written report.
• Create content for various investment reports, i.e. economic commentary, manager profiles, and review of investment options and recommend improvements to investment reporting content.
• Research investment managers, products and industry trends, and complete reports and assist IIC consultants in presenting findings to the various committees. May be involved in other projects.

What you will need to succeed :

University degree in business or equivalent.

1-3 years of industry experience.

Strong technical and analytical skills; ability to distill information from a wide and complex variety of sources; experience working with both quantitative and qualitative information.

Proficient in Excel. Experience and interest in data analytics an advantage. Sound knowledge of other MS Office applications.

Excellent communication and presentation skills, experience presenting in front of leadership teams is an asset.

Proven ability to work collaboratively in a team-oriented atmosphere.

Strong organizational skills with the ability to manage complex projects within deadlines.

Understanding of capital markets and asset class fundamentals, asset allocation, portfolio construction, and risk management.

Knowledge of investment managers, investment styles and methodologies.

Preferred Skills :

Enrolment in or completion of a professional designation (i.e. CFA, MBA) and / or familiarity with third party analytical tools (Morningstar Direct, Mercer Insight, Bloomberg or similar)

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 : Asset Management

Salary Range

58,000 / 58 000 - 100,000 / 100 000

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 [e-mail].

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

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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