Financial Planning and Strategy - Assistant Manager
Financial Planning and Strategy - Assistant Manager
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Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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 highnetworth individuals. We are breaking new ground with a full spectrum of solutions for a growing client base of more than 1300 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 worlds 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 5year Strategic Plan including:
Conducting financial modeling and what if analysis as required
Analyzing and synthesizing key business drivers that support the longterm financial and strategic aspirations of SLC
Conducting analyses of key trends and metrics by leveraging industryleading visualization tools including Excel Tableau PowerBI and Thinkcell
Support program management (timelines deliverables track action items etc.
Support the 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 executivelevel presentations including visualizations strategic commentary etc.
What do you need to succeed
57 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 Thinkcell 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 youre an innovator and trusted partner
Joining a fastgrowing multiplatform 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:
InvestmentsPosting End Date:
09/06/2025Required Experience:
Manager
Employment Type
Full-Time
