Senior Associate, Management Equity Finance

Sun Life • Toronto, ON

16h • 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. This role is initially structured as a 12 month contract.

Requirements

• 5+ years of experience in finance or tax roles, ideally within the asset management or financial services sector.
• CPA or equivalent designation strongly preferred.
• Strong analytical and problem-solving skills, with the ability to translate complex data into simple terms and actionable insights.
• Experience with financial reporting and compliance.
• Experience with system implementation and process design.
• Ability to deal with ambiguity and develop a course of action.
• Proven ability to manage external vendors and cross-functional teams.
• Excellent communication skills and the ability to influence senior stakeholders.

Responsibilities

• Support the financial management, reporting, and compliance of SLC’s Management Equity Plan (MEP).
• Collaborate with HR business partners and external vendors to design, develop, implement an integrated MEP administration tool.
• Partner with internal stakeholders and external advisors to assess and manage accounting implications of MEP.
• Collaborate with Finance and technology teams to design and deliver optimized processes for quarterly MEP reporting and participant wire execution.
• Collaborate with cross-functional teams to develop and document repeatable processes for MEP operationalization.
• Establish and maintain robust governance and financial controls.
• Manage the financial aspects of MEP, including fair value and distribution calculations.
• Design executive-ready presentations clearly articulating findings and strategic recommendations.
• Combine business analysis and process optimization skillsets to optimize MEP operationalization.

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.
• The opportunity to move along a variety of career paths with amazing networking potential.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed