Expense Analyst, SLC Expenses - SLC Management at Sun Life · Waterloo

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 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.

Expense Analyst, SLC Expenses – SLC Management

What is in it for you:

• The role of Expense Analyst supports the SLC Investment Expense Management Team in gaining insights on the drivers of expenses and ensuring the accuracy/completeness of expenses in the General Ledger.
   

What you will do:

• Manage month end processes, including journal entries, analysis and reconciliations
• Conduct in depth analysis of expenses and related variances to support management decision making
• Develop and improve processes to support efficient reporting and month end processes
• Prepare monthly/quarterly management reporting packages to communicate expense results
• Analysis of Investment related fees to ensure completeness, accuracy and reasonability
• Quarterly Account Reconciliation process, prepare and analysis to support quarterly sign off
• Assist on projects as directed, including automation of recurring tasks
• Support billing processes through purchase order set up, billing and accompanying journal entries
• Complete regulatory filings as required
• Facilitate settlements of expenses with vendors including wire payments
   

What you need to succeed:

• Excellent written and verbal communication skills
• Strong knowledge of Microsoft Excel, and related formulas
• Attention to detail at multiple layers in expense management framework
• Highly developed organizational skills to facilitate prioritization amongst competing priorities
• Effective analytical skills with ability to identify key messages and trends essential
• Strong ability to be flexible and supportive of new approaches, changing priorities and timelines
• Ability to identify areas to improve processes and make efficiencies across wide array of tasks
   

Preferred skills

• 3+ years of Insurance and/or Financial Services industry preferred
• CPA designation, or working towards a designation desirable
• Knowledge of Hyperion and SAP General Ledger an asset
• Understanding of investments and differing asset classes would be beneficial
• Experience with using AI tools such as co-pilot 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.

Finance

Salary Range

58,000/58 000 - 93,000/93 000

We 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 location. In 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 thebrightside@sunlife.com.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.