Associate, Portfolio Management - 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:

The Associate, Portfolio Management will be a key member of the Portfolio Management team and must have the ability to add value in the context of a leading a disciplined cash management process and providing support on the execution of investment processes that support various SLC clients with primary support for the US Sun Life general account liability accounts.

The candidate will build an understanding of risk limits, liquidity requirements, and portfolio policies to monitor across the asset classes that comprise the investment portfolios, including public bonds, private placements, commercial mortgages, real estate, and derivatives.

The Analyst will work closely with Investments, Asset Liability Management, Business Units, and all support groups, including Accounting, Finance, Tax, Legal, Compliance, and Actuarial.

WHAT YOU WILL DO:

• Support portfolio manager in managing our US, Hong Kong, Bermuda, Singapore, and UK portfolios

• Run cash management process, coordinate investment orders to invest available cash, create wire and asset transfers, and support multi-disciplined teams on notional cash inquiries.

• Work closely with various team across the organization to ensure all portfolio liquidity and regulatory requirements are addressed

• Run daily/weekly/quarterly reports to ensure that investment metrics are monitored and in compliance with established targets, including asset mix, interest rate risk, credit quality, and liquidity.

• Support strategic initiatives (i.e. portfolio optimization, investment analysis, supporting income related initiatives, etc.)

• Create client investment reports for quarterly presentations

• Create new tools to monitor investment performance and risk metrics

• Create operational efficiency and ensure consistent and effective controls are in place

• Develop value-added reporting including trends in portfolios, across portfolios and asset classes

• Respond to a variety of problems and inquiries.

WHAT YOU WILL NEED TO SUCCEED:

• A bachelor’s degree is required with a focus in business or a quantitative discipline preferred

• 1-2 experience in similar type roles or functions

• Strong interest in finance, investments

• Strong analytical skills including knowledge of statistics and proficiency in spreadsheet analysis (nice to have: VBA, Access/Database, etc.)

• Ability to apply critical thinking and strong problem solving skills

• Strong verbal & written communication skills and analytical abilities.

• Strong time management skills; flexible, adaptable, able to react quickly to emerging needs/problems

• Takes initiative and follows up on tasks proactively

• Detail-oriented and highly organized

• Efficiency; experience designing and delivering process improvements

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.