SLC Management

Financial Planning and Analysis

• Support the financial management, reporting, and compliance of SLC’s Management Equity Plan (MEP)
• Collaborate with HR business partners and external vendors to design, develop, implement an integrated MEP administration tool
• Partner with internal stakeholders and external advisors to assess and manage accounting implications of MEP
• Collaborate with Finance and technology teams to design and deliver optimized processes for quarterly MEP reporting and participant wire execution
• Establish and maintain robust governance and financial controls
• Manage the financial aspects of MEP, including fair value and distribution calculations
• Design executive-ready presentations clearly articulating findings and strategic recommendations

Senior Associate, Management Equity Finance

Director

• Monitor surplus portfolios globally
• Support the development of surplus investment strategies
• Assist in monitoring FVOCI, liquidity positions, and tactical surplus trading initiatives
• Support investment strategy and optimization reviews across Sun Life’s business groups
• Contribute analysis for portfolio construction trade-offs
• Partner with the bond desk to develop TAA views
• Prepare high-quality analytics and reporting for senior management
• Support annual business planning and forecasting processes
• Partner with internal teams to deliver cross-enterprise projects

Associate Director, Portfolio Strategy & Analytics

• Responsible for the end-to-end design, governance, administration, and analytics of the firm’s annual incentive plans, equity-based compensation, and carried interest arrangements
• Lead the design and evolution of annual incentive plans, equity programs, and carried interest structures
• Develop and assess incentive frameworks, performance metrics, payout mechanics, vesting structures, and deferral features consistent with market practice and regulatory requirements
• Oversee the full lifecycle delivery of incentive, equity, deferral, and carried interest plans
• Ensure strong governance, documentation, and controls across all phases of plan execution
• Lead compensation planning, forecasting, modeling, and reporting across incentive and long-term programs
• Develop high-impact analytics, modeling, and scenario analysis to support senior management, compensation committees, and Board-level discussions
• Act as a key partner to Finance, Legal, Tax, HR, and senior business leaders, aligning incentive strategy with financial, regulatory, and talent objectives

Managing Director – SLC Incentive Plans and Performance Analytics

• Support the preparation of management reporting for SLC (including its affiliates) through compilation of the monthly income package and quarterly balance sheet analytics
• Prepare and load Longview adjustments and configurations
• Assist with preparation of the Quarterly Financial Review (“QFR”) deck, such as build out of tables, charts, and other visuals
• Lead and coordinate the Quality Assurance (“QA checks”) for the QFR, ensuring data integrity and consistency across the package
• Assist in preparation of external reporting materials including producing the Supplementary Financial Information package, Management Discussion & Analysis (“MD&A”), and Earnings New Release (“ENR”) for SLC
• Monitor cash balances and extract/classify cash activities for SLC legal entities from various financial institutions
• Support seed investment reporting, including tracking returns and assessing profitability
• Support regulatory compliance reporting requirements for Office of the Superintendent of Financial Institutions (“OSFI”)
• Manage and oversee reporting hierarchies, ensuring accurate data flow and alignment across different reports
• Support ad-hoc strategic projects and initiatives as assigned, contributing to cross-functional business objectives
• Identify and analyze process improvement opportunities within reporting functions, providing data-driven recommendations to reduce manual effort and enhance operational efficiency

Financial Analyst, Financial Reporting and Capital Management

• Be the driving force behind the Office of the CIO (OCIO) data transformation initiative, defining data strategy, business requirements and roadmaps, and ensuring timely execution of OCIO objectives
• Act as a domain expert across investment data
• Partner with Investors, Engineers, and QA teams to translate investment needs into data requirements, acceptance criteria, and prioritization pipeline
• Facilitate sessions and drive discussions to uncover critical and/or hidden requirements, the true business need, and associated risks
• Translate complex investment instruments and reference data (e.g., fixed income, derivatives, private markets) into standardized structures to enable cross-asset analytics
• Leverage the data assets to provide recommendations and convey key insights to answer business questions
• Communicate data insights and findings across the organization via presentations & documents
• Create re-usable data assets for the firm by acquiring, digesting, and analysing raw datasets
• Work closely with AI teams supporting the data delivery to AI use cases, including agentic workflows, LLMs and other traditional machine learning needs
• Create unique and descriptive visualizations that bring data to life, intuitively telling the story behind data
• Manage discussions, conflicts, and negotiations through to resolution, using communication strategies that align with different audience styles, environments and/or cultures
• Work in collaboration with teams across SLC Management and SLF Corporate.

Director, Data Solutions

• Champions SLC’s compensation philosophy and partners across HR and the business to ensure compensation programs are designed and delivered in alignment with business and HR objectives
• Manage special enterprise-wide compensation projects across the SLC investment management platform, from conception through implementation
• Build strong relationships with HR Business Partners and Business Leaders
• Provides consultation and partnership to identify needs and priorities
• Own the preparation and delivery of quarter-end and annual board deliverables, ensuring all materials are accurate, insightful, and professionally presented
• Design and create compelling, executive-ready presentations for the CHRO, CEO, and Compensation Committee, clearly articulating findings and strategic recommendations
• Develop and maintain sophisticated compensation models using advanced Excel techniques
• Conduct deep-dive analytics on compensation trends, market data, and program effectiveness to provide data-driven recommendations
• Influences strategic decision making and initiative prioritization through analysis-based recommendations
• Takes data from its raw form and makes it actionable through self-service datasets, reports, and visualizations
• Provides support for SLC compensation related deliverables such as the annual compensation cycle, market benchmarking, salary and incentive structure design, compensation recommendations, job evaluation etc.
• Works collaboratively with HR and Communications teams to develop and implement effective communication and change management plans to enhance the employee experience and perceived value of our programs

Senior Director, Asset Management

Analyst

• Provide fundamental structured credit analysis within the CMBS, ABS, and MBS sectors.
• Develop and maintain close relationships with portfolio managers, traders, other research analysts.
• Communicate effectively with active issuers to deepen research relationships and acquire advancement knowledge.
• Recommend individual and/or sector investments with an owner’s mindset.
• Support growth by working on prospective client portfolio reviews, finals presentations, etc.