Analyst, Global Insurance Group - 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$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.

Analyst, Global Insurance Group - SLC Management

What is it for you:

The Analyst, Global Insurance Group, will serve a critical role supporting the SLC Global Insurance Group, which focuses on new business development and relationship management.  The candidate should be well organized, proactive, analytical, possess strong written and verbal communication skills as well as demonstrate a proven ability to multitask.  Investment knowledge across private credit, real estate credit & equity, infrastructure, and public fixed income is a plus.   

• What you will do:
  Support the sales process through the entire cycle from target market analysis and sales plan development to meeting preparation, follow ups and tracking key metrics
• Explore ways to leverage sales and insurance industry data as effectively and efficiently as possible
• Assist with the maintenance of sales pipeline, wins tracker and territory segmentation reports to be reviewed at weekly sales meetings
• Oversee the client and prospect meeting process, including research and preparation of materials
• Participate in the creation and review of RFP documents prior to submission

• Support the team with reporting and communication-oriented tasks like budget monitoring and producing reports for the SLC sales and management teams

• Work closely with the Insurance Client Solutions Team to develop bespoke client solutions, multi-asset strategies and thought leadership content.
• Assist with planning and execution of client materials and events
• Stay up to date on industry developments across asset management and insurance
• As the Analyst gains knowledge and experience, she/he may become more involved with communicating directly with prospects and consultants

What you will need to succeed:

• 0-3 years of relevant experience ideally within institutional asset management or consulting to include internships or co-ops;
• Proven ability to work collaboratively in a team oriented atmosphere;
• Strong organizational skills with the ability to manage complex projects within deadlines
• Exceptional communication skills (written, verbal, and presentation) with the ability to explain complex ideas in a simple way;
• Strong research skills with the ability to concisely synthesize information
• High-energy, results-oriented self-starter with a commitment to quality and meeting deadlines
• Entrepreneurial, self-starter;
• A winning attitude and highly charged, positive disposition;
• Proficient in Microsoft Power Point, Word and Excel
• Progress toward CFA designation a plus;
• FINRA Series 7 & 63 or willingness to pass the exams upon hire;

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 paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
• Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
• 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 in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running

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.

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 [email protected].

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

We do not require or administer lie detector tests as a condition of employment or continued employment.

For applicants residing in California, please read our employee California Privacy Policy and Notice.