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Technical Analysis Senior Associate

Sun Life Financial
Waterloo, ON
Executive
Avantages pour l'entreprise
Flexible Work

Senior Associate, Private Fixed Income Operations - SLC Management page is loaded Senior Associate, Private Fixed Income Operations - SLC Management Apply locations Waterloo, Ontario time type Full time posted on Posted Yesterday job requisition id JR00096722 SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. 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 . 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. Private Fixed Income Operations is a department within the Investment Services and Operations Group at SLC Management that is responsible for the administration and reporting of all non-public investments and loans to corporations situated in various locations globally. The investment portfolio of approximately $50 billion includes Corporate Credit, Infrastructure Debt, Structured Credit and Private Equity. As the lead servicer of the SFS portfolio, the Senior Associate will primarily focus on the on-going development, implementation and execution of the SFS originator monitoring program. Additionally, they will support other day-to-day cash and operational activities as they relate to the lease originators and other areas of Private Fixed Income. Coordinating the monthly oversight and portfolio performance reporting process for the SFS portfolio. Support the Account Manager with periodic originator audits by providing data from the SFS Database. Collaborate with other functions across the SLC Operations group to facilitate the integration and interaction of data from the SFS originator monitoring program to the various administration and reporting systems. Analyze, interpret, and organize data to support reconciliation of the SFS originator monitoring program. Recommends and develops innovative solutions to operational problems that help streamline activities and improve team efficiency. Well-developed ability to flowchart and document procedures as well as identify and mitigate control gaps. Proficient with reporting systems and tools – Outlook, MS Office products, BOXI or other report writing applications. Excel proficiency - ability to create, manipulate and interpret data/spreadsheets; Communication Skills – contributes effectively to business discussions, presents technical information effectively to technical and non-technical audiences, and produces full and clear business reports. Interaction with Investment Financial Management, Canadian Banking, Derivatives, Portfolio and Risk Management. Business acumen and decision-making - Makes sound decisions and takes effective and timely action that fully reflects the business purpose implications and context of the work produced and/or managed. Aptitude for problem solving – able to assess situations through analysis and observation and develop supportable solutions. Perform operations functions during US & CAD holidays. Requirement to commute to the Waterloo office 3 days per week. Why SLC Management? Opportunity to work for a growing global institutional asset manager 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 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. In addition to Base Pay, eligible employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. 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. 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] supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As part of Sun Life's growing team, you have an impact on people in your community and around the world. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.