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Associate Director, Governance and Reporting, Private Fixed Income - SLC Management

SLC Managementabout 6 hours ago
Waterloo, Ontario
CA$94,500 - CA$121,000/annual
Senior Level
full_time

Top Benefits

Generous vacation and sick leave
Market‑leading maternity, parental, adoption leave top‑up
Partially‑paid sabbatical program

About the role

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$387/US$286 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: Note: This is a 15-month contract oppurtunity. WHAT IS IN IT FOR YOU: As an Associate Director, Governance and Reporting, Private Fixed Income, you will be responbile for supporting Governance and Reporting on the Specialty Finance and Securitization (“SFS”) team within Private Fixed Income (“PFI”). The successful candidate will have a strong accounting and finance background with a deep interest in pursuing an investment management career focusing on structured credit in the specialty finance and securitization asset classes.

SFS is part of SLC Management’s Private Fixed Income (“PFI”) portfolio. The SFS team manages a privately structured portfolio of lease and loan receivables approaching $4 billion through over 30 different specialty finance and securitization facilities. Annual volume exceeds $1.5 billion. PFI is a significant and critical portfolio for SLC Management with a mandate to grow the annual volume due to increasing demand for the underlying asset classes.

WHAT YOU WILL DO:

  • Ensure ongoing monthly monitoring of facilities in the SFS portfolio and communicate periodically reporting delays to account managers and to the Head of SFS
  • In conjunction with SFS management team, develop a schedule to periodically audit each of the originator’ operations and portfolio reporting
  • Lead audits/reviews with a focus on cash management, administrative practices, portfolio reporting (including delinquencies, defaults, recoveries, and prepayments)
  • Lead discussions on review findings with originator senior management (CEO/CFO/COO) to ensure client relationships are maintained effectively
  • Develop value-added reporting including analyzing trends in performance across portfolios and asset classes
  • Lead initiatives in developing templates, portfolio analytics and best in class processes to support a growing portfolio
  • Participate, initiate, and lead, as needed, projects like implementing portfolio analytics and reporting enhancements
  • Be creative and collaborative when responding to a variety of challenges and senior management inquiries

WHAT YOU WILL NEED TO SUCCEED:

  • A Bachelor’s degree is required, with CPA or CFA qualification preferred
  • Strong interest in pursuing a career in active investment management a positive
  • Strong knowledge of audit techniques and processes
  • Well-developed financial and analytical skills including ability to assess financial statements, and calculate and interpret financial ratios
  • Demonstrate strong knowledge of the fundamental principles of debt and equity markets as well as other financial instruments
  • Structured credit knowledge, including experience with public or private securitization structures
  • Basic knowledge of laws relating to commercial lending, bankruptcy and insolvency, and securities legislation
  • Basic knowledge and awareness of contracts, loan structures, collateral/security, and related agreements
  • Ability to multitask and prioritize against various deadlines
  • Ability to apply critical thinking and collaborative problem-solving skills to issues that may occur in underlying portfolios
  • Strong verbal & written communication skills and analytical abilities
  • Ability to manage and cope with stressful situations related to ambiguous or complex business problems
  • Proficient to advanced user knowledge of Microsoft Excel, Microsoft Word, SharePoint and various database management tools
  • Takes initiative and follows up on tasks proactively
  • Detail-oriented and highly organized
  • Excellent teamwork and collaboration skills
  • Self-sufficient and able to independently meet deadlines
  • The position will involve some travel to originator locations across Canada and the U.S. as part of the annual review process

PREFERRED SKILLS:

  • 2 to 5+ years’ experience in auditing or governance type roles or functions

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: Private Fixed Income Management

Salary Range 94,500/94 500 - 121,000/121 000

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 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.

About SLC Management

Financial Services
501-1000

For over ten years, SLC Management has helped our clients meet their long-term income and capital appreciation objectives by creating value through our disciplined and diversified approach to investment management. We leverage our extensive expertise in fixed income, liability-driven investing and alternative asset classes to develop innovative investment solutions through our global network of specialty managers:

• SLC Fixed Income: investment grade public and private fixed income • BGO: real estate equity and debt • Crescent Capital Group: alternative credit • InfraRed Capital Partners: infrastructure equity • Advisors Asset Management: U.S. retail distribution

Our promise is simple: “Your purpose is our purpose.” We understand what it means to be both an asset manager and an asset owner and share a common purpose with our clients. We focus on providing diversified investments and a reasonable level of total return, with a view to sustainable economic growth.

• Purpose – understanding our client’s commitment and approach to meeting long-term financial obligations.

• Alignment – often co-investing alongside our clients, demonstrating true alignment and a strong belief in our investment process.

• Results – striving every day to produce both investment and service alpha, the bedrock of a long-term partnership.

For important disclosures, read our social media terms: U.S: www.slcmanagement.com/us/en/social-media-terms/ Canada: www.slcmanagement.com/ca/en/social-media-terms/ Canada (French): www.slcmanagement.com/ca/fr/social-media-terms/