Financial Analyst Co-op

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:

SLC Management is a global institutional asset manager that provides innovative and diversified solutions to meet our clients’ evolving needs. Our history of organic and strategic growth reflects this commitment with over C$300 billion in assets under management.

We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. 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.

To learn more, visit us at: https://www.slcmanagement.com/inv

Reporting to the Senior Associate, Loans Accounting, the Financial Analyst Co-op will support with accounting and financial reporting, control checks, and process improvement initiatives within SLC Management. This role will be a combination of working from home and at our Waterloo King office - 227 King St S, Waterloo, ON N2J 4C5, Canada

Length of Term: 4 months or 8 months

What will you do?

• Accounting and reporting of loan assets for institutional investors including creating a daily movement file that includes accrued interest calculations and producing fund trial balances on daily and monthly basis
• Perform control checks such as detailed valuation and trial balance analysis for the pooled funds to ensure accurate Net Asset Values are sent to Fund Administrator
• Complete regular financial reporting to internal business partners
• Perform updates of queries and reports to the new SAP General Ledger as required
• Partner with Robotic team to identify opportunities and recommend solutions to maximize efficiency and implement improvements as necessary
  
  

What do you need to succeed?

• Currently enrolled in an Accounting, Math, Finance or Business program from an accredited University; previous co-op work experience is an asset
• Proficiency in Microsoft Office (primarily Excel) is required; experience with Excel Power tools, Tableau, or Dashboard tool is an asset
• Strong problem solving and analytical skills with a high level of accuracy and attention to detail
• Strong communication, organizational and interpersonal skills
• Ability to take initiative and work independently
• Quick learner, self-motivated and adaptable
  
  

What else should you know?

• Peak demand for reporting and analysis information at monthly and quarterly intervals results in potential overtime
• 7.5-hour standard workday, however flexibility is required to work 9:00 AM to 5:00 PM
  
  

What’s in it for you?

• Gain valuable data processing, reporting, and audit support experience
• A friendly, collaborative, and inclusive culture where you’re an innovator and trusted partner
• An environment of continuous learning and improvement
• We’re honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work Canada & 2022 Best Workplaces for Inclusion by Great Place to Work Canada
  
  

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.