Finance Data Operations & Business Intelligence Analyst - 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.

WHAT'S IN IT FOR YOU:

The Finance Data Analytics & Insight team supports Finance planning and reporting by owning critical data processes and delivering analytics that inform decision-making. This role is ideal for someone who enjoys Data and Analytics, is interested in Finance, and is motivated by automation—systematically reducing manual effort, strengthening controls, and improving scalability through smart design and tooling.

• Joining a Data Analytics & Insights team that supports Finance planning and reporting by owning critical data processes and delivering analytics that inform decision‑making.

• Being part of a collaborative, inclusive culture where process improvement and automation are encouraged and valued.

• Building your skills through continuous learning, including exposure to Copilot, GenAI, and modern Finance data practices.

• Receiving mentorship and exposure to high‑impact Finance work in a fast‑paced alternative asset management environment.

• Gaining hands‑on experience owning an end‑to‑end monthly data process and contributing to Finance reporting and insights.

WHAT YOU WILL DO: 

Automation, Efficiency & Continuous Improvement

• Proactively identify recurring, manual, or error-prone Finance processes and redesign them using automation-first thinking.

• Build and maintain automated Excel based workflows (e.g., Power Query, structured templates, controlled macros where appropriate) to streamline data ingestion, transformation, validation, and reconciliation.

• Develop reusable data transformation logic and standardized import templates that reduce month-over-month effort and variability.

• Embed automated data quality checks, exception logic, and validation controls directly into workflows to strengthen accuracy and auditability.

• Support SLC Finance GenAI / Copilot productivity initiatives, including:

• Identifying and implementing high value automation and augmentation use cases

• Partnering with Finance and IT to test, document, and operationalize solutions

• Contributing to enablement (e.g., onboarding support, sharing sessions, lunch & learns)

• Use Copilot and automation tools to accelerate documentation, learning, and process transitions, ensuring knowledge is captured and reusable.

Monthly Phase 1 – Data Intake, Transformation & Planning Platform Ingestion

• Coordination of third-party data submissions, including receipt tracking, completeness checks, version control, and timely follow-up.

• Transform, standardize, and reconcile incoming datasets using scalable, repeatable workflows to import templates (e.g., mapping, formatting).

• Execute and continuously improve automated validation routines (exception checks, variance analysis, tie outs to prior periods), ensuring issues are surfaced early and transparently.

• Maintain and enhance runbooks, control checklists, and process documentation, emphasizing clarity, repeatability, and reduced reliance on manual intervention.

Monthly Phase 2 – Analytics, Reporting & Business Intelligence

• Refresh and maintain Finance and leadership reporting outputs, prioritizing automation of refresh cycles and standardized analytical views.

• Maintain Power BI datasets and dashboards, including refresh reliability, visual consistency, and alignment to agreed metric definitions.

• Investigate variances and ad‑hoc questions using structured, auditable analysis, supported by automated data pipelines where possible.

WHAT YOU WILL NEED TO SUCCEED:

• We are looking for a candidate who has a strong background in Data & Analytics, is exceptionally comfortable with automation and structured Excel-based work and is interested in Business Intelligence.

• Bachelor’s degree (or equivalent) in Computer Science, Engineering, Finance, Business, Analytics, or related fields.

• Advanced proficiency in Microsoft Excel and a strong comfort level completing high-accuracy work with large datasets in a self-directed fashion (e.g., PivotTables, data cleaning, reconciliation logic, structured tables, XLOOKUP/INDEX-MATCH, SUMIFS).

• A strong automation and control mindset—you enjoy eliminating manual steps while strengthening accuracy, documentation, and repeatability.

• Comfortable working with various GenAI-based tools including Agents to develop automated workflows. Ability to customize LLMs is a strong plus.

• High attention to detail and comfort operating in a regulated Finance environment with defined controls and deadlines.

• Strong analytical, problem solving, and organizational skills within a recurring monthly cadence.

• Self-directed and driven individual, with a mindset for continuous improvement

• Clear communication skills to partner with Finance stakeholders and data providers.

• Experience with Power BI and data automation concepts; enthusiasm to continue growing in analytics, BI, and intelligent automation.

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.

Salary Range

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 [email protected].

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