Associate, Client Solutions SLC Management
Job Summary
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 worlds 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 owners mindset. As part of our team you play a role in fulfilling our purpose and making a 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:
Associate Client Solutions - SLC Management
WHAT IS IN IT FOR YOU:
The SLC Management Client Solutions sits across the entire SLC platform and helps drive the growth of our fixed income real estate and infrastructure business by developing investment solutions for institutional clients. These are key strategic areas of focus at SLC Management.
We are hiring an Associate in our Client Solutions team in Montreal Canada reporting to the Managing Director. The successful candidate will play an integral role in developing and presenting custom fixed income and real asset solutions to pension plan clients and prospects and researching and developing insights and thought leadership that will be used to help our clients and to build SLCs brand. The successful candidate will work across a variety of asset classes and collaborate with senior portfolio managers client relationship and business development executives.
WHAT YOU WILL DO:
- CUSTOM SOLUTION CREATION: Develop tailored investment solutions that help clients and prospects achieve their strategic objectives by leveraging SLC Managements broad investment capabilities. Examples include liability-driven investing (LDI) mandates strategic asset allocation studies and custom portfolio strategies for pension plans insurance companies and other institutional investors.
- BUSINESS DEVELOPMENT: Support the business development team through meeting attendance and the preparation of client illustrations marketing material and responses to RFPs that highlight the additional value that can be achieved through our solutions.
- CROSS-GEOGRAPHY COLLABORATION: Work closely with the broader North American Client Solutions team ensuring consistency in approach and collaborating on cross border initiatives.
- STRATEGIC PROJECTS: Participate in innovative strategic projects that expand or refine our existing investment toolkit.
- RESEARCH: Maintain our industry leading solutions through the incorporation of global best practices innovations and client feedback
- RELATIONSHIP MANAGEMENT: Build strong working relationships with our various stakeholders including Portfolio Management and Business Development
WHAT YOU WILL NEED TO SUCCEED:
- Bachelors degree in Finance Economics Mathematics Actuarial Science Engineering or a related field; progress toward a CFA CAIA FRM or actuarial designation is an asset.
- A minimum of 1 year of experience in asset management institutional investing pension consulting insurance asset management investment consulting or a related analytical role.
- Bilingualism (English and French) is required with strong written and verbal communication skills in both languages.
- Understanding of institutional investment concepts including strategic asset allocation portfolio construction risk management and performance measurement.
- Strong quantitative and analytical skills with the ability to translate complex data into actionable insights.
- Ability to balance priorities and manage tight deadlines.
- Advanced proficiency in Excel; experience with Python VBA R or other analytical tools is an asset.
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:
Salary Range
68500/68 500 - 104250/104 250We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills qualifications experience education and geographic addition to base salary this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.
We are committed to fostering an inclusive environment where all employees feel they belong are supported and empowered to thrive. We are dedicated to building teams with varied experiences backgrounds perspectives and ideas that benefit our colleagues clients and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
We may use artificial intelligence to support candidate sourcing screening interview scheduling.
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 .
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Required Experience:
IC
About Company
SLC Management is a group of specialized global asset managers focused on delivering a diverse range of traditional and yield-oriented asset classes, building client solutions and investing sustainably.