Sun Life Financial

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Role: SLC Management is a growing global asset management firm providing innovative and diversified alternative investment solutions to institutional investors and high-net-worth individuals. We are breaking new ground with a full spectrum of solutions for a growing client base of more than 1,300 institutions. Our history of organic and strategic growth reflects this commitment with over CA$335/US$260 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.

What will you do?

• Support the development of the Business and 5-year Strategic Plan, including:
• Conducting financial modeling and “what if” analysis as required
• Analyzing and synthesizing key business drivers that support the long-term financial and strategic aspirations of SLC
• Conducting analyses of key trends and metrics by leveraging industry-leading visualization tools including Excel, Tableau, PowerBI, and Think-cell
• Support program management (timelines, deliverables, track action items, etc.)
• Support the execution of the finance data strategy inclusive of identifying process improvements and leveraging automation / RPA, etc.
• Support the build and maintenance of the forecasting financial model, inclusive of AUM flows, income statement, cash flow/dividends, and balance sheet
• Execute on monthly and quarterly management reporting and forecasting (e.g., develop visualizations and strategic commentary)
• Conduct fundamental research and synthesize insights on key industry trends and competitive intelligence impacting alternative asset management including real estate, private credit, infrastructure, etc.
• Assist with project management activities
• Support the development of executive-level presentations, including visualizations, strategic commentary, etc.

What do you need to succeed?

• 5-7 years of relevant FP&A/Strategy/Consulting/Investment/Banking experience with demonstrated career progression
• Very strong verbal and written communication skills
• Demonstrated ability to build financial models including forward looking scenario analyses
• Demonstrated research background, including an ability to extract synthesized insight from competitor earnings reports, research papers and news articles
• Comfort with ambiguity, and having the ability to problem solve and structure ambiguous problems
• Very receptive to feedback, with a proactive, transparent and resilient mindset; very adaptable to change
• Strong proficiency with MS Office suite (Word, Excel and PowerPoint) and Tableau; familiarity with database tools, Excel macro scripting, PowerBI, and Think-cell is a plus
• Management consulting background is a plus, as is familiarity / background in asset management
• CFA/MBA in Finance preferred; CA/CPA would be helpful

What is in it for you?

• A friendly, collaborative and inclusive culture where you’re an innovator and trusted partner
• Joining a fast-growing multi-platform alternative asset manager with the backing of a strong financial institution in Sun Life
• An environment of continuous learning and development
• 1:1 coaching and mentorship with senior strategy, finance, and investment professionals, as well as access to advice from different functional areas within SLC/Sun Life including data science and analytics
• Exposure to senior leaders and opportunities to work on impactful business challenges.

Job Category:

Investments

Posting End Date:

09/06/2025