Senior Associate, Data Operations - SLC Management

Sun Life • Waterloo, ON

9d • CA$80,000 - CA$128,000 • 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.

The Senior Associate, Data Operations is an individual contributor responsible for supporting data assurance, governance, integrity of investment data across the investment and/or accounting systems for the general accounts, and all SLC institutional clients, private wealth accounts for SLC’s Fixed Income Business. Data Operations is a function within the Data Assurance and Reconciliations group. This group is part of the Investment Solutions & Controls pillar of SLC Trade Operations at SLC Management. The successful candidate will need to possess the ability to operate within a deadline driven environment and deliver exceptional client service. Strong interpersonal skills are required due to frequent interaction with counterparties as well as internal business Partners such as Front Desk, Deal management, Middle Office, Asset Management, Portfolio Management, Controllership, IT, Vendors, etc. This role requires a blend of technical expertise, analytical skills, and leadership abilities to maintain high standards of data integrity in investment operations. The Senior Associate will also participate in training (the rolling out of new / revised processes), projects and other new initiatives as required and actively contribute to process improvement initiatives.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or related field
• 5+ years of experience in investment operations, data analysis, or a related role
• Strong analytical and problem-solving skills, with the ability to identify root causes and implement effective solutions
• Experience with accounting and investment management systems
• Advanced Excel skills (e.g., formulas, VLOOKUPs, pivot tables, Power Query) and ability to analyze and interpret large datasets
• Systems-oriented mindset with a demonstrated ability to enhance processes through technology and automation
• Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment
• Sound business judgment with the ability to make timely, well-informed decisions aligned to business objectives
• Strong verbal and written communication skills, with the ability to convey complex information to diverse audiences
• Proven ability to collaborate cross-functionally and build effective relationships with internal and external stakeholders
• Demonstrated ability to manage competing priorities, deliver results, and operate with a sense of ownership and accountability
• Ability to mentor or support junior team members and partner effectively across a diverse organization
• Client-focused mindset with a sense of urgency and strong collaboration skills

Nice To Haves

• Professional certifications (e.g., CFA, CPA)
• Experience with data visualization tools (e.g., Power BI)
• Knowledge of regulatory requirements related to investment data
• Familiarity with SQL and data manipulation techniques

Responsibilities

• Develop and implement data quality control processes and procedures
• Conduct regular reviews of investment data to identify discrepancies and errors
• Collaborate with various teams to resolve data integrity issues and implement improvements
• Support the maintenance of documentation for data integrity processes and standards
• Develop and run reports to monitor data quality metrics
• Participate in data governance initiatives
• Train and mentor junior team members on data integrity best practices
• Partner with other areas like Front Desk, Deal management, Middle Office, Asset Management, Portfolio Management, Controllership, IT, Vendors to solve issues that impact data quality, reporting, and downstream systems.
• Identify and understand issues with valuation, accounting, investment systems and other tools; find solutions to fix them closely working with vendors, IT and other related parties

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: Senior