Associate, Portfolio Management - SLC Management

Natural Factors; Waterloo; On-site; CAD 58,000 - 100,000; Full time

Job summary

A global asset management firm is seeking an Associate for the Allocation Team. This role involves operational support in private asset allocations, requiring strong analytical skills and a degree in Finance, Economics, or Business. The position offers a flexible work environment, excellent benefits, and opportunities for career growth.

Benefits

Generous Vacation

Parental Leave Top-Up

Sabbatical Options

Pension Programs

Stock and Savings Programs

Flexible Work Environment

Inclusive Culture

Qualifications

• Strong interest in investments and finance.
• 2+ years of experience in the investment industry.

Responsibilities

• Provide operational support for executing private asset allocations.
• Generate management reports on relative value and sourcing progress.
• Oversee daily trading and quarterly/annual rebalancing activities.

Skills

Analytical Skills

Proficiency in Spreadsheets

Interest in Investments

Education

University Degree in Finance

University Degree in Economics

University Degree in Business

Tools

VBA

Bloomberg

BlackRock Aladdin

Morningstar

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 1,400 organizations. Our history of organic and strategic growth reflects this commitment, with over CA$387 billion / US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we benefit from the stability and strength of this relationship.

We are a performance-driven organization committed to fostering a development-focused, inclusive culture based on our Core Values: client obsession, valuing each other, acting with speed, and having an owner’s mindset. As part of our team, you will contribute to our purpose and make a difference. We offer a rewarding environment with opportunities for growth, empowering you to meet challenges in a competitive landscape.

Visit our website to learn more and get the latest AUM information.

SLC Management offers a flexible work environment, combining in-office and virtual work. Employees are generally expected to work at least three days in-office each week, with flexibility based on business, client, and team needs.

Job Description

What is in it for you:

Reporting to the Director of Portfolio Management on the Allocation Team, this Associate role provides operational support across the private asset allocation process. This is an excellent opportunity to learn about private fixed income asset classes and liability-driven investment portfolios. Responsibilities include monitoring sourcing activity, supporting new allocations, and regular trade rebalancing. The ideal candidate is inquisitive, eager to learn, detail-oriented, and capable of assisting with various requests in a fast-paced environment.

What you will do:

• Provide operational support for executing private asset allocations in accordance with policies.
• Prepare key rate duration profiles and currency hedging details for new private asset allocations.
• Generate management reports on relative value and sourcing progress.
• Oversee daily trading and quarterly/annual rebalancing activities.
• Support senior team members on ad-hoc projects, compliance, business continuity, or audit requests.

What you will need to succeed:

• A strong interest in investments and finance, with a university degree in Finance, Economics, or Business.
• Strong analytical skills and proficiency in spreadsheets and VBA.
• Ability to quickly learn new technologies (e.g., Bloomberg, BlackRock Aladdin, Morningstar).

Preferred Skills:

• CFA designation or progress towards it.
• 2+ years of experience in the investment industry.
• Strong time management skills; adaptable and responsive to emerging needs.

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager.
• Excellent benefits supporting mental, physical, and financial well-being, including generous vacation, parental leave top-up, sabbatical options, and more.
• Pension, stock, and savings programs with employer matching.
• A flexible, inclusive, and collaborative culture focused on career growth.
• Potential for diverse career paths and networking.
• Award-winning workplace culture, recognized as a Great Place to Work and for mental health initiatives.

SLC Management is regulated, requiring employees to declare personal investments and seek preclearance for transactions, including those of household members.

Job Category:

Asset Management

Salary Range:

CA$58,000 – CA$100,000

We are committed to pay transparency and equity. Compensation is based on skills, qualifications, experience, and location. The role may include a discretionary annual incentive and other benefits.

We foster an inclusive environment and welcome applicants from diverse backgrounds. Reasonable accommodations are available upon request. Please contact us at [e-mail].

Thank you for your interest. Only shortlisted candidates will be contacted for an interview.