Analyst, Reconciliation & Controls - SLC Management

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.

Job Description:

Analyst, Reconciliation & Controls - SLC Management

The Analyst, Reconciliation & Controls is an entry-level position responsible for supporting reconciliation processes and control measures within Trade Operations for SLC Management. This role plays a vital part in maintaining operational integrity and ensuring accurate reconciliations.

This role offers an excellent opportunity to build a strong foundation in investment operations, specifically in reconciliation and controls. The successful candidate will gain valuable experience in maintaining operational integrity and supporting the overall control environment within SLC Management.

What will you do?

Identify issues in data and processes related to reconciliations and controls

Propose basic solutions to operational challenges in the reconciliation process

Prepare accurate reports on reconciliation activities

Complete assigned reconciliation tasks efficiently

Recognize basic connections between reconciliation operations and business goals

Communicate issues to immediate team members

Assist in troubleshooting basic reconciliation issues

Identify discrepancies in financial data during reconciliation processes

Support process improvement initiatives for reconciliation and control processes

What do you need to succeed in this role?

Bachelor's degree in Finance, Accounting, or a related field.

1+ years of experience in investment operations, reconciliations, or a related area.

Foundational understanding of investment operations, reconciliation processes, and their impact on business objectives.

Strong analytical, problem-solving, and attention-to-detail skills, with the ability to identify issues and assist in resolving operational challenges.

Proficiency in Microsoft Excel and other data analysis tools.

Effective written and verbal communication skills, including the ability to prepare accurate reports and clearly communicate findings and issues to team members.

Ability to work collaboratively in a team environment while managing assigned responsibilities and meeting performance expectations.

Results-oriented mindset with the ability to complete tasks efficiently and contribute to team goals.

Eagerness to learn, develop technical expertise, and grow within the reconciliation and controls function.

Preferred skills:

Knowledge of financial instruments and investment products

Familiarity with reconciliation software and control monitoring tools

Basic understanding of regulatory requirements in financial services

Unique Requirements:

Ability to work extended hours during peak reconciliation periods (e.g., month-end, quarter-end)

Willingness to learn new technologies and adapt to changing processes in reconciliation and controls

Commitment to maintaining accuracy and attention to detail in a fast-paced environment

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:

Customer Service / Operations

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.