Analyst, Institutional Distribution – 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 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 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:

SLC Management is seeking an ambitious and dynamic Analyst to join our Canadian Institutional Distribution team (Business Development and Client Relationships). This is an exciting opportunity for early career professionals to gain exposure to asset management, client service, and sales support. The successful candidate will gain invaluable industry experience in a collaborative, fast-paced environment that fosters growth and innovation.

What will you do:

• Collaborate with distribution teams to prepare reports and dashboards that track interactions, sales pipelines and business metrics
• Conduct research on prospects and clients to support outreach and prepare for conferences and meetings
• Support with the development of presentations for meetings
• Collaborate with individuals from cross-functional teams including Marketing, Communications, Investments, Products, Solutions, Operations, IT, Legal, Compliance, etc.
• Coordinate logistics for meetings, events, and conferences
• Manage Salesforce data entry and maintenance
• Maintain accurate records of materials distributed to prospects and consultants on SharePoint
• Manage quarterly questionnaire responses

What you will need to succeed:

• An undergraduate degree in finance, economics, business, or related field (or comparable industry experience)
• 0 - 2 years of experience in financial services or a related industry
• Strong organizational skills and a high attention to detail
• Excellent written and verbal communication skills
• High-energy, results-oriented self-starter with a willingness to learn and contribute
• Familiarity with CRM systems such as Salesforce is an asset
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
• Bilingualism (French, English, both oral and written) is an asset

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

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 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.