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About the Role

The Senior Director, Investment Execution is responsible for leading the coordination, governance, and execution of complex investment transactions on behalf of the Office of the CIO (OCIO). This role ensures investment opportunities are evaluated, approved, and operationalized efficiently and in accordance with enterprise requirements, acting as a central point of integration across multiple departments.

Responsibilities

Lead the end-to-end coordination and execution of complex investment opportunities across internal and external stakeholders.
Establish governance structures, project plans, and decision-making forums to support timely execution and informed decision making.
Coordinate investment team inputs including expected returns, leverage, investment structures, capital requirements, funding timelines, and other transaction-specific considerations.
Serve as the primary liaison across investment teams, business partners, support functions, and external stakeholders, proactively managing risks, dependencies, and critical path activities.
Coordinate the development of investment recommendations, business cases, and approval materials to support investment decisions.
Gather and synthesize input from investment, tax, legal, risk, operational, and finance stakeholders to ensure recommendations address regulatory, capital, operational, and risk considerations.
Support the preparation of investment memoranda and presentations for senior management, investment committees, and other governance bodies.
Lead the coordination of local and global tax reviews for fund investments and strategic transactions.
Facilitate collaboration between investment and tax teams to assess investment structures, tax efficiency, jurisdictional considerations, and blocker requirements.
Establish clear ownership and accountability across business groups and legal entities to streamline reviews and support the resolution of complex cross-border tax matters.
Coordinate legal and regulatory reviews of fund documentation, including LPAs, PPMs, subscription agreements, and related materials.
Partner with Legal, business teams, and external stakeholders to resolve issues, satisfy KYC/AML and entity documentation requirements, and support transaction execution.
Ensure investment opportunities comply with applicable regulatory, legal, and governance requirements.
Coordinate risk, capital, and governance reviews with second-line and independent oversight functions.
Facilitate effective challenge and review processes to ensure transactions appropriately address regulatory, capital, and risk management requirements, including LICAT and local capital considerations.
Track governance approvals, conditions, and action items through execution and completion.
Lead operational readiness and onboarding activities for newly approved funds and investment mandates.
Coordinate implementation activities across Operations, Finance, Investment Operations, Technology, ALM, and external service providers, including funding readiness, tax structures, hedging requirements, and other pre-funding activities.
Support ongoing execution activities related to private market fund commitments and strategic investment initiatives.
Maintain and enhance the OCIO investment pipeline and transaction tracking framework.
Monitor investment opportunities from sourcing through funding and implementation, providing transparent reporting on status, risks, milestones, and resource requirements.
Prepare executive reporting and governance materials for Corporate ALCO, senior leadership, and other decision-making forums.

Requirements

Undergraduate degree in Finance, Business, Economics, Accounting, Law, or a related field.
7+ years of experience in institutional investments, asset management, investment operations, corporate strategy, transaction execution, or a related field.
Strong understanding of private market investments, including real estate, private credit, and institutional portfolio construction.
Knowledge of insurance capital frameworks, regulatory requirements, governance processes, and risk management principles.
Experience partnering across investment, tax, legal, finance, treasury, operational, and risk functions to execute complex initiatives.
Proven ability to lead cross-functional projects, influence senior stakeholders, and drive decisions in a complex organizational environment.
Strong project management, problem-solving, and executive communication skills, with the ability to manage multiple priorities and deliver high-quality outcomes.
Demonstrated success coordinating investment transactions, governance reviews, operational onboarding, and executive reporting while ensuring regulatory, tax, capital, and risk considerations are appropriately addressed.

Skills

Investment Execution
Coordination
Governance
Stakeholder Management
Project Management
Risk Management
Tax Review
Legal Review
Operational Readiness
Portfolio Management
Executive Reporting
Private Market Investments
Insurance Capital Frameworks
Problem-Solving
Executive Communication

Location

Virtual
In-office

Work Type

Hybrid
Full-time

Experience Level

Senior Director
7+ years

Education Level

Undergraduate degree

Salary/Compensations

135,750 - 185,250

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
Excellent benefits and 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 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.

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