Financial Analyst, Global Investment Financial Reporting and Analysis

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.

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.

Job Description:

The Financial Analyst will be part of the Global Investment Reporting and Analysis team and will be responsible for supporting the consolidated financial reporting processes for the Global investment portfolio. This will encompass all of the accounting, analytical and operational processes involved with consolidating these investment holdings in compliance with International Financial Reporting Standards (IFRS). The scope of this role requires a developing foundation in accounting and financial analysis, along with strong attention to detail and an ability to support reporting processes efficiently. The broad group of stakeholders include Investment Accounting, Central Accounting, Regulators, Asset Liability Management, Portfolio Management, Corporate, Audit and Tax functions that will be served both locally and remotely. 

WHAT YOU WILL DO:

• Support monthly and quarterly close processes including various control checks and reconciliations on a global portfolio basis to ensure completeness and accuracy.

• Support Investment Notes disclosures and Management Discussion & Analysis quarterly reporting processes.

• Prepare periodic Regulatory, Statistics Canada and various Board reporting, ensuring data accuracy and timely delivery.

• Analyze and validate inputs from investment and finance partners, and assess accounting, and other technical matters that may impact financial reporting outcomes.

• Support development and maintenance of Investment related chart of values.

• Collaborate closely with various business partners in finance and investment teams to support integrated reporting.

• Provide support for strategic projects and initiatives, including continuous improvement of reporting workflows and processes.

• Produce required analysis and documentation to support audits and maintain a strong control environment.

WHAT YOU WILL NEED TO SUCCEED:

• Post-secondary education in Accounting or Finance, with 1-3 years experience in financial reporting and analysis; preferably in financial services.

• Strong analytical and problem-solving skills, with keen attention to detail in working with financial data.

• Effective communication and interpersonal abilities – able to clearly explain findings and collaborate well in a team.

• Organized and proactive work style, with the ability to prioritize tasks and meet tight deadlines.

• Continuous improvement mindset – experience in automating and streamlining processes to enhance efficiency.

• Self-starter attitude – capable of working independently with minimal supervision, while also being a reliable team player.

• Technical proficiency in MS Office, particularly strong Excel skills and adaptability to new tools (e.g., SharePoint, SAP, Power BI).

PREFERRED SKILLS:

• Working towards or completion of CPA/CFA designation.

• Knowledge of accounting standards (especially IFRS9 and IFRS17), as well as regulatory guidelines and investment accounting experience.

• Experience in data analysis and financial modeling (e.g., Power BI dashboards or reports).

• Interest or experience in AI tools (e.g., Copilot) for reporting automation.

Notes:

Some overtime will be required during peak reporting periods (quarter ends).

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.

Job Category:

Salary Range

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

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.