Associate, Financial Planning & Analysis - 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 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 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.

WHAT IS IN IT FOR YOU:

We are seeking an Associate, Financial Planning & Analysis (FP&A) to be part of our dynamic FP&A team which supports the Sun Life General Investment Account. Reporting to the Senior Director, FP&A, SLC Management. The Associate, FP&A will support the team by maintaining the control environment, leveraging available data and analytical tools, and providing valuable insights to senior management.

WHAT YOU WILL DO:

• Responsible for running the IFRS 9 Expected Credit Loss (ECL) process via third-party tool and summarizing the change in ECL, leveraging data insights/analytics for management approval. Ensure that approved results were accurately captured in P&L and all downstream reporting is complete/accurate. Assist with testing of third-party SOC reports and new capabilities to improve ECL reporting/forecasting.

• Support the quarterly credit cycle reporting process including the co-ordination of supporting credit materials/agendas, impairment review, minute taking and preparation of executive summary materials.

• Assist with the data collection/analytics to support the Investments Quarterly Financial Review package, focused on the preparation of surplus reporting schedules as well as other key earnings highlights for management.

• Coordinate quarterly forecasting and annual business plan preparation.

• Perform ad-hoc investigations to answer queries from various teams and cross departments (including Asset Liability Management, Portfolio Management, SLC Finance, Corporate, other SLF Business Groups).

• Maintain control environment to ensure that all key controls are operating as described and support quarterly audit requirements/documentation.

• Participate/lead applicable continuous improvement projects to improve team efficiency and provide added value to our internal clients.

• Support investment income analysis through the following systems: SAP, Tableau, Web Intelligence (SAP) and other investment accounting administrative systems.

WHAT YOU WILL NEED TO SUCCEED:

• Experience in the financial services industry with a working understanding of investments and/or insurance.

• Excellent interpersonal, communication, change management, influencing skills, and a team player mindset.

• Demonstrate ability to make recommendations to management and influence business decisions based on thorough analysis leveraging available data.

• Ability to work independently with minimal supervision and meet tight reporting deadlines on deliverables.

• Excellent attention to detail and strong problem-solving skills.

• Strong verbal and written communication skills.

• Ability to prioritize multiple tasks.

• Experience working with large data sets and building/improving processes.

PREFERRED SKILLS:

• Accounting/Finance degree.

• Working towards accounting/finance designation (MBA or CPA/CFA).

• Investment accounting experience, preferably within the asset management and insurance industry.

• IFRS knowledge/experience.

• Working knowledge of SAP (or other ledger system), WEBI, Tableau, Aladdin etc.

• Proficient in Microsoft office tools (Excel, Access, PowerPoint etc.).

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.

Salary Range

The Base Pay range is for the primary location of the job. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported. We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don’t meet every criteria in the job description.

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 thebrightside@sunlife.com.

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