Analyst – Insurance Client Relationships

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 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 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, Insurance Client Relationships - SLC Management

What is in it for you:

We are hiring an Analyst, Insurance Client Relationships in our U.S. Client Relationships team, part of the Global Insurance Group. The Analyst role is a key member of the team, partnering with the Business Development, Solutions, and Portfolio Management teams to support best in class relationship management to SLC’s clients. The role supports the client-facing members of the group, who lead the client team and are the day-to-day contacts for SLC’s insurance company clients.

A successful candidate will support the teams that manage SLC’s client relationships, including the creation and delivery of SLC’s investment support and insurance solutions. This role blends knowledge of a client’s or prospect’s insurance operations with SLC Management’s investment product offerings. The client relationship team brings the full insurance and investment capabilities of SLC to our clients.

What you will do:

• Develop a deep understanding about both insurance and investments, and how investment portfolios function within the context of an insurance company
• Knowledge of internal processes related to client management
• Respond quickly and accurately to client requests
• Support the creation and implementation of investment strategies using SLC Management’s proprietary decision-making tools
• Ad hoc analyses and support for sales and client efforts
• Learning Solutions work which includes:
  • Dynamic financial analysis of financial statements
  • Asset/liability management
  • Tax forecasting
  • Stochastic simulations of various risk elements
  • Income and cash flow forecasting
  • Peer analysis
  • Portfolio risk management

What you will need to succeed:

• Bachelor’s degree required
• 1+ years of insurance and/or investment experience
• Working knowledge of the insurance industry and investment markets
• Demonstrated proficiency in Microsoft Excel, PowerPoint, Word, and Outlook
• Proficiency in Salesforce or other CRM platforms to manage and track client interactions effectively.
• Progress towards an actuarial and/or CFA designation preferred but not required
• Previous experience in insurance asset management preferred but not required
• Open to travel
• Knowledge of insurance industry and applicable investment trends
• Strong analytical skills combined with attention to detail in deliverables
• Mathematical background and aptitude
• Positive attitude, professional presence, ability to interact with professionals both inside & outside SLC
• Strong presentation skills and ability to communicate internally and externally
• Ability to effectively manage and coordinate multiple projects and tasks under strict deadlines
• Both self-motivated and a team player

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.

Investment Sales & Service

We consider various factors in determining actual pay including your skills, qualifications, and experience.  In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported.  We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don’t meet every criteria in the job description.

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.

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