Associate, Portfolio Management - SLC Management

Sun Life • Waterloo, ON

1d • CA$68,500 - CA$104,250 • Hybrid

About The Position

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.

This role directly supports the day-to-day portfolio management activities of the Senior Director, Portfolio Management for SLF Canada. The role is an essential resource ensuring Canadian portfolios successfully execute on their established strategies and new initiatives as they arise. The role offers a wide variety of investment challenges and analytical opportunities. The candidate will build an understanding of risk limits, liquidity requirements, portfolio reporting and policies to monitor across asset classes, including public bonds, private placements, commercial mortgages, real estate, private equity, and derivatives.

Requirements

• A bachelor’s degree with a focus in business, finance, or a quantitative discipline 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.

Responsibilities

• Working closely with Investments, Finance, Operations, and Asset Liability Management teams, this role is responsible for developing and supporting the implementation of tactical and strategic investment decisions for asset portfolios in the Canadian business group.
• This involves working 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 that investment metrics are achieved and portfolios are in compliance with established targets, including asset mix monitoring, minimum liquidity, credit quality, and interest rate risk management; 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 ongoing initiatives to optimize or grow these portfolios in line with investment strategic objectives.
• Support a variety of unique investment strategies, ensuring execution and performance is aligned with strategy 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level