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About the Role

This role supports the financial management, reporting, and compliance of SLC’s Management Equity Plan (MEP). It 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. This role is initially structured as a 12-month contract.

Responsibilities

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

Requirements

• 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.
• 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.

Skills

• Financial management
• Financial reporting
• Compliance
• Stakeholder communication
• System implementation
• Process design
• Business analysis
• Process optimization
• Fair value calculation
• Distribution calculation
• Presentation design

Location

• Hybrid

Work Type

• Contract
• Full-time

Experience Level

• 5+ years

Education Level

• CPA or equivalent designation strongly preferred

Salary/Compensations

• CA$80,000 - CA$128,000
• US$80,000 - US$128,000

Benefits

• Generous vacation and sick time
• Market-leading maternity, parental and adoption leave top-up program
• Partially-paid sabbatical program
• Pension, stock and savings programs with an employer-paid match
• Wellness programs (mental, physical, financial)

About the Company

• SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors.
• We have a growing institutional client base of more than 1400 organizations.
• We have over CA$422/US$304 billion in assets under management (AUM).
• As a subsidiary of Sun Life, we 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: client obsessed, valuing each other, acting with speed, and having an owner’s mindset.
• We offer a rewarding work environment filled with opportunity for growth where employees are empowered to meet challenges.
• We offer a mix of in-office and virtual work where 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 business, client, and team needs.
• SLC Management is a regulated business with financial reporting and trading preclearance requirements for all employees.
• We are committed to pay transparency and equity.
• 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.
• We encourage applications from qualified individuals from all backgrounds.
• We may use artificial intelligence to support candidate sourcing, screening, and interview scheduling.
• We will make reasonable accommodations to known physical or mental limitations.
• 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.

Equal Opportunity

• 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 thebrightside@sunlife.com.