Associate, Value Realization Office - 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 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 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.

Associate, Value Realization Office - SLC Management

What is in it for you:

The Value Realization Office has the critical mission to increase the speed and value across all process, technology, and data changes within SLC Management (SLC). The Associate, Value Realization Office (VRO) is responsible for supporting initiatives that drive adoption of Agile, SAFe, and other frameworks to support consistent delivery, promotion of best practices, and reporting performance, compliance, and risk across programs.

What you will do:

• VRO Administration: Coordinate VRO team and initiative meetings, preparing content, scheduling, documenting, and managing actions & follow-up items.
• Initiative Delivery: Collaborate with stakeholders to elicit requirements and perform analysis to contribute to solution development for process improvements and impediment resolution. Establish & maintain quality artifacts, such as user stories, process models, workflow diagrams and documentation in Jira & Confluence to capture the outcomes.
• Administration of Planview and Agile Place: Cultivate a comprehensive understanding of Planview and Agile Place applications, associated functions, and workflows to manage administration of project portfolio structure, timesheets, and reporting. Provide documentation and support to SLC team.
• Report Management: Development of Finance and Compliance, control documents and reports. Collaborate in development of new reporting requirements.
• Contract Management: Support Contract set-up and ongoing maintenance of invoicing and financial reporting.
• Management of VRO Intake: Triage and assess requests for VRO engagement, impediment management and APM functions.

What you will need to succeed:

• Minimum of 2 years of experience in an Information Technology environment, with exposure to process improvement, Agile adoption, project portfolio management and financial reporting.
• Demonstrated research, elicitation, and analysis skills to resolve impediments and develop process improvements.
• Evidence of strong written and verbal communication skills.
• Applied knowledge of Agile, SAFe, and other delivery methodologies.
• Exhibits ownership and personal sense of urgency for solving problems and getting work completed.
• Ability to apply technology to improve timeliness, accuracy, quality, and cost effectiveness of services.
• Astute in utilizing Confluence, Jira, SharePoint, and Microsoft Teams, Excel, PowerPoint, and Visio.
• Ambitious, curious, and adaptable individual that manages through ambiguity and changing priorities.
• Exercise sound judgment while analyzing and interpreting data to ensure a high level of accuracy, timeliness, and usefulness.

Preferred skills

• Experience working in an Asset management organization.
• Financial education or experience.
• Contract Management experience.
• Certifications in delivery frameworks (e.g., Agile, SAFe, Scrum, Kanban).
• Business Analysis education or experience.

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

The Base Pay range is for the primary location of the job. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported. We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don’t meet every criteria in the job description.

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.