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About the Role

This role directly supports the day-to-day portfolio management activities for SLF Canada, acting as an essential resource to ensure Canadian portfolios successfully execute established strategies and new initiatives. The position offers a wide variety of investment challenges and analytical opportunities, requiring an understanding of risk limits, liquidity requirements, portfolio reporting, and policies across various asset classes.

Responsibilities

Develop and support the implementation of tactical and strategic investment decisions for asset portfolios in the Canadian business group.
Work with all asset class partners that comprise the investment portfolio, including public bonds, private fixed income, commercial mortgages, real estate, public equity, private equity, derivatives, and other alternative asset classes.
Support the Senior Portfolio Manager in managing assets backing Canadian business liability portfolios.
Perform recurring monitoring reports to ensure investment metrics are achieved and portfolios comply with established targets.
Monitor asset mix, minimum liquidity, credit quality, and interest rate risk.
Proactively identify potential concerns and recommend solutions.
Execute and coordinate investment actions, including orders to invest available cash, asset transfers, and other day-to-day operational activities.
Monitor non-fixed income portfolios and support initiatives to optimize or grow these portfolios.
Support unique investment strategies, ensuring execution and performance align with expectations.
Participate in asset allocation decision making for private asset classes.
Develop new tools to monitor investment performance and risk metrics.
Create client investment materials for quarterly discussions.
Support strategic initiatives through various investment analysis.

Requirements

A bachelor’s degree with a focus in business, finance, or a quantitative discipline is preferred.
Two to three years of investments-related experience.
Proficiency in Excel and other Microsoft 365 applications, including Access.
Strong interest in finance and investments.
Takes initiative and follows up on tasks proactively.
Problem solver with demonstrated ability to provide innovative solutions.
Agile and able to react quickly to emerging needs.
Creative and flexible thinker who enjoys exploring new ideas.
Detail-oriented and highly organized.
Successful candidates will be required to declare personal investment accounts and securities investments.
Successful candidates will be required to seek preclearance on future transactions, including those of household members.

Skills

Excel
Microsoft 365
Access
Finance
Investments
Risk Management
Asset Allocation
Data Analysis

Location

Canada

Work Type

Hybrid
In-office
Virtual

Experience Level

2-3 years

Education Level

Bachelor's degree

Salary/Compensations

CA$422/US$304 billion in assets under management (AUM)
68,500/68 500 - 104,250/104 250

Benefits

Excellent benefits and wellness programs
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
Discretionary annual incentive award

About the Company

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.
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.
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.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best.
We help our clients meet their long-term income and capital appreciation goals and our people bring this vision to life.
We foster 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.
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.

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 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 thebrightside@sunlife.com.