Senior Associate, Management Equity Finance

SLC Management; Toronto; Hybrid; CAD 80,000 - 128,000; Full time

Benefits offered by this job

Excellent benefits

Wellness programs

Flexible work environment

Pension and stock plans

Job summary

SLC Management is a growing global asset manager delivering innovative investment solutions to institutional clients, with CA$422B AUM and a Sun Life connection. This 12-month contract role supports the financial management, reporting, and governance of SLC’s Management Equity Plan (MEP).

It requires 5+ years in finance/tax, CPA preferred, strong analytical skills, and experience coordinating with external vendors and cross-functional teams.

Qualifications

• 5+ years of experience in finance or tax roles, ideally within the asset management or financial services sector.
• CPA or equivalent designation strongly preferred
• Strong analytical and problem-solving skills, with the ability to translate complex data into simple terms and actionable insights
• Experience with financial reporting and compliance
• Experience with system implementation and process design
• Ability to deal with ambiguity and develop a course of action
• Proven ability to manage external vendors and cross-functional teams
• Excellent communication skills and the ability to influence senior stakeholders

Responsibilities

• Collaborate with HR business partners and external vendors to design, develop, implement an integrated MEP administration tool
• Partner with internal stakeholders and external advisors to assess and manage accounting implications of MEP
• Collaborate with Finance and technology teams to design and deliver optimized processes for quarterly MEP reporting and participant wire execution
• Collaborate with cross-functional teams to develop and document repeatable processes for MEP operationalization
• Establish and maintain robust governance and financial controls
• Manage the financial aspects of MEP, including fair value and distribution calculations
• Design executive-ready presentations clearly articulating findings and strategic recommendations
• Combine business analysis and process optimization skillsets to optimize MEP operationalization

Skills

Finance experience

Tax experience

CPA designation

Analytical skills

Financial reporting

Process design

Vendor management

Stakeholder influence

Communication skills

Education

CPA designation

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

This role is initially structured as a 12 month contract.

WHAT IS IN IT FOR YOU

Reporting to the Senior Director, Compensation Finance, you will support the financial management, reporting, and compliance of SLC’s Management Equity Plan (MEP). This role is highly visible and plays a critical part in ensuring accurate financial reporting, compliance, and stakeholder communication across SLC’s legal entities and ownership structures.

WHAT YOU WILL DO

• Collaborate with HR business partners and external vendors to design, develop, implement an integrated MEP administration tool
• Partner with internal stakeholders and external advisors to assess and manage accounting implications of MEP
• Collaborate with Finance and technology teams to design and deliver optimized processes for quarterly MEP reporting and participant wire execution
• Collaborate with cross-functional teams to develop and document repeatable processes for MEP operationalization
• Establish and maintain robust governance and financial controls
• Manage the financial aspects of MEP, including fair value and distribution calculations
• Design executive-ready presentations clearly articulating findings and strategic recommendations
• Combine business analysis and process optimization skillsets to optimize MEP operationalization

WHAT YOU WILL NEED TO SUCCEED

• 5+ years of experience in finance or tax roles, ideally within the asset management or financial services sector
• CPA or equivalent designation strongly preferred
• Strong analytical and problem-solving skills, with the ability to translate complex data into simple terms and actionable insights
• Experience with financial reporting and compliance
• Experience with system implementation and process design
• Ability to deal with ambiguity and develop a course of action
• Proven ability to manage external vendors and cross-functional teams
• Excellent communication skills and the ability to influence senior stakeholders

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

Finance

Salary Range

80,000/80 000 - 128,000/128 000

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 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.