Financial Data Analyst Co-op

SLC Management


Date: 1 week ago
City: Waterloo, ON
Contract type: Full time
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.

Job Description:

Reporting to the Senior Associate, Finance Data Analytics & Insight, the Financial Data Analyst Co-op, SLC Management will work within SLC Finance Data Analytics and support with monthly and quarterly data and reporting, projects, and other ad-hoc activities. In this role, you will have the unique opportunity to collaborate with and support members of the Finance Data Analytics team and other SLC Finance employees, while gaining valuable financial data and reporting experience.

Co-op Term Details: 8-months

What will you do?

  • Support Finance third party teams with monthly/quarterly data & reporting, projects, and other ad-hoc activities
  • Create process documentation and investigate the build out of process efficiencies where applicable
  • Support other SLC Finance teams as required

What do you need to succeed?

  • Currently enrolled in third or fourth year of a Finance or Computer Science program from an accredited University
  • Previous work or co-op experience is strongly preferred
  • Intermediate to advanced proficiency in Microsoft Office (primarily Excel)
  • Experience with Power BI, Tableau and cloud-based databases is an asset
  • Strong problem solving and analytical skills, with demonstrated attention to accuracy and detail
  • Strong communication, organizational and interpersonal skills
  • Self-motivated and adaptable with the ability to manage conflicting priorities independently

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.

Job Category:

Temporary Employee

Salary Range

45,600/45 600 - 74,700/74 700

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 [email protected].

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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