Associate, PFI Deal Management - 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.

The Associate, PFI Deal Management, will be part of SLC Management’s Business Enablement & Transformation group. This role is a key resource to grow the US third party Private Fixed Income (“PFI”) business as our complexity increases with the addition of new funds and Separately Managed Account (“SMA”) clients – all with unique requirements. The Associate, PFI Deal Management, will be a critical member in the PFI deal closing process, preparing required documentation and working closely with PFI Front Office team members, Legal, Tax, Operations and Portfolio Managers to support deal execution and lifecycle management.

WHAT YOU WILL DO:

Deal Closing Support

• Assist in gathering, reviewing and validating deal terms and structures to ensure consistency across term sheets, internal systems, and closing documents

• Coordinate allocation processes with Portfolio Management, including preparation and loading of final allocations prior to funding

• Assist with the review and tracking of non-disclosure agreements (NDAs)

Tax Process Management

• For every PFI deal, coordinate with the Global Tax Information Reporting team to ensure the correct forms and tax opinions are provided to external agents or counsel

• Manage the annual W8-BEN renewal process

Know-Your-Client

• Understand and execute the KYC process for PFI and Private Equity (PE) deal teams, acting as a key resource within the business regarding the AML/ATF program

• This will be both in reviewing prospective transactions, as well as when SLC’s investing entities are subject to KYC processes by third parties

Regulatory Review (Compliance) Support

• Understand the deal life cycle at a high-level in order to support requests related to regulatory reviews, compliance testing and internal audits

WHAT YOU WILL NEED TO SUCCEED:

• At least 2 years of investment or related experience

• Proficient user knowledge of Microsoft Excel, Excel VBA and Power BI

• Experience and interest in the unique structure of Private Placement investments

• Willingness to learn, analytically inclined with a quantitative background

• Familiarity with BlackRock’s suite of investment management technologies (i.e. Aladdin and eFront) would be 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.

Investments

Salary Range

58,000/58 000 - 100,000/100 000

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.