About 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
What’s in it for you
- Joining a Data Analytics & Insights team that supports Finance planning and reporting by owning critical data processes and delivering analytics that inform decision‑making.
- Being part of a collaborative, inclusive culture where process improvement and automation are encouraged and valued.
- Building your skills through continuous learning, including exposure to Copilot, GenAI, and modern Finance data practices.
- Receiving mentorship and exposure to high‑impact Finance work in a fast‑paced alternative asset management environment.
- Gaining hands‑on experience owning an end‑to‑end monthly data process and contributing to Finance reporting and insights.
What you will do
Automation, Efficiency & Continuous Improvement
- Proactively identify recurring, manual, or error‑prone Finance processes and redesign them using automation‑first thinking.
- Build and maintain automated Excel based workflows (e.g., Power Query, structured templates, controlled macros where appropriate) to streamline data ingestion, transformation, validation, and reconciliation.
- Develop reusable data transformation logic and standardized import templates that reduce month‑over‑month effort and variability.
- Embed automated data quality checks, exception logic, and validation controls directly into workflows to strengthen accuracy and auditability.
- Support SLC Finance GenAI / Copilot productivity initiatives, including:
- Identifying and implementing high value automation and augmentation use cases.
- Partnering with Finance and IT to test, document, and operationalize solutions.
- Contributing to enablement (e.g., onboarding support, sharing sessions, lunch & learns).
- Use Copilot and automation tools to accelerate documentation, learning, and process transitions, ensuring knowledge is captured and reusable.
Monthly Phase 1 – Data Intake, Transformation & Planning Platform Ingestion
- Coordinate third‑party data submissions, including receipt tracking, completeness checks, version control, and timely follow‑up.
- Transform, standardize, and reconcile incoming datasets using scalable, repeatable workflows to import templates (e.g., mapping, formatting).
- Execute and continuously improve automated validation routines (exception checks, variance analysis, tie outs to prior periods), ensuring issues are surfaced early and transparently.
- Maintain and enhance runbooks, control checklists, and process documentation, emphasizing clarity, repeatability, and reduced reliance on manual intervention.
Monthly Phase 2 – Analytics, Reporting & Business Intelligence
- Refresh and maintain Finance and leadership reporting outputs, prioritizing automation of refresh cycles and standardized analytical views.
- Maintain Power BI datasets and dashboards, including refresh reliability, visual consistency, and alignment to agreed metric definitions.
- Investigate variances and ad‑hoc questions using structured, auditable analysis, supported by automated data pipelines where possible.
What you will need to succeed
- Strong background in Data & Analytics, exceptionally comfortable with automation and structured Excel-based work and interested in Business Intelligence.
- Bachelor’s degree (or equivalent) in Computer Science, Engineering, Finance, Business, Analytics, or related fields.
- Advanced proficiency in Microsoft Excel and a strong comfort level completing high‑accuracy work with large datasets in a self‑directed fashion (e.g., PivotTables, data cleaning, re