Associate, Portfolio Management - SLC Management

Sun Life Financial; Waterloo; Hybrid; CAD 58,000 - 100,000; Full time

Job summary

A leading asset management firm is seeking an Associate for the Allocation Team. This role involves operational support for private asset allocations, requiring strong analytical skills and a keen interest in finance. The firm offers a flexible work environment and competitive benefits, promoting a culture of growth and inclusion.

Benefits

Generous vacation and sick time

Market-leading maternity and parental leave

Pension, stock and savings programs

Flexible work environment

Qualifications

• Strong interest in Investments and Finance with a relevant degree.
• 2+ years’ experience in the Investment Industry preferred.

Responsibilities

• Provide operational support for private asset allocations.
• Produce management information reports and oversee trading activities.

Skills

Analytical Skills

Interest in Investments and Finance

Proficiency in Spreadsheet Analysis

Education

University Degree in Finance/Economics/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 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:

What is in it for you:

Reporting to the Director, Portfolio Management on the Allocation Team, this Associate role will be providing operational support across the private asset allocation process. This is a great opportunity to learn about private fixed income asset classes and how liability driven investment portfolios are managed. Responsibilities will include monitoring and reporting on sourcing activity, support for execution of new allocations and regular trade rebalancing activities. A successful candidate is expected to be inquisitive and eager to learn, highly detail oriented and possess an ability to assist on a variety of requests, in an often fast-paced environment.

What you will do:

• Provide operational support for the execution of private asset allocations across eligible SLC clients in accordance with all policies.
• Prepare details such as key rate duration profiles and currency hedging requirements for use in execution of new private asset allocations.
• Produce management information reports at various frequencies, including updates on relative value and private asset sourcing progress.
• Oversee daily trading and quarterly/annual rebalancing for some managed fund segments.
• Provide support to other senior members of the SLC Portfolio Management team as necessary on ad-hoc projects, compliance, business continuity, or other audit requests.

What you will need to succeed:

• A strong interest in Investments and Finance paired with a university degree in Finance/Economics/Business.
• Strong analytical skills and proficiency in spreadsheet analysis, VBA.
• Ability to quickly learn new technology (Bloomberg, BlackRock Aladdin, Morningstar, etc)

ADDITIONAL SKILLS (OR PREFERRED SKILLS):

• CFA or progress towards the CFA charter.
• 2+ years’ experience in the Investment Industry.
• Strong time management skills; flexible, adaptable, able to react quickly to emerging needs/problems

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.