Financial Planning And Strategy

You are as unique as your background experience and point of view Here youll be encouraged empowered and challenged to be your best self You ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you Your leaders will inspire and help you reach your potential and soar to new heights Every day you ll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do Discover how you can make a difference in the lives of individuals families and communities around the world Role SLC Management is a growing global asset management firm providing innovative and diversified alternative investment solutions to institutional investors and high-net-worth individuals We are breaking new ground with a full spectrum of solutions for a growing client base of more than 1 300 institutions Our history of organic and strategic growth reflects this commitment with over CA 335 US 260 billion in assets under management AUM As a subsidiary of Sun Life we are aligned with one of the worlds leading financial services companies and benefit from the stability and strength of that relationship What will you doxc2xb7 Support the development of the Business and 5-year Strategic Plan including xc2xb7 Conducting financial modeling and what if analysis as requiredxc2xb7 Analyzing and synthesizing key business drivers that support the long-term financial and strategic aspirations of SLCxc2xb7 Conducting analyses of key trends and metrics by leveraging industry-leading visualization tools including Excel Tableau PowerBI and Think-cellxc2xb7 Support program management timelines deliverables track action items etc xc2xb7 Support the execution of the finance data strategy inclusive of identifying process improvements and leveraging automation RPA etc xc2xb7 Support the build and maintenance of the forecasting financial model inclusive of AUM flows income statement cash flow dividends and balance sheetxc2xb7 Execute on monthly and quarterly management reporting and forecasting e g develop visualizations and strategic commentary xc2xb7 Conduct fundamental research and synthesize insights on key industry trends and competitive intelligence impacting alternative asset management including real estate private credit infrastructure etc xc2xb7 Assist with project management activitiesxc2xb7 Support the development of executive-level presentations including visualizations strategic commentary etc What do you need to succeedxc2xb7 5-7 years of relevant FP A Strategy Consulting Investment Banking experience with demonstrated career progressionxc2xb7 Very strong verbal and written communication skillsxc2xb7 Demonstrated ability to build financial models including forward looking scenario analysesxc2xb7 Demonstrated research background including an ability to extract synthesized insight from competitor earnings reports research papers and news articlesxc2xb7 Comfort with ambiguity and having the ability to problem solve and structure ambiguous problemsxc2xb7 Very receptive to feedback with a proactive transparent and resilient mindset very adaptable to changexc2xb7 Strong proficiency with MS Office suite Word Excel and PowerPoint and Tableau familiarity with database tools Excel macro scripting PowerBI and Think-cell is a plusxc2xb7 Management consulting background is a plus as is familiarity background in asset managementxc2xb7 CFA MBA in Finance preferred CA CPA would be helpfulWhat is in it for youxc2xb7 A friendly collaborative and inclusive culture where youre an innovator and trusted partnerxc2xb7 Joining a fast-growing multi-platform alternative asset manager with the backing of a strong financial institution in Sun Lifexc2xb7 An environment of continuous learning and developmentxc2xb7 1 1 coaching and mentorship with senior strategy finance and investment professionals as well as access to advice from different functional areas within SLC Sun Life including data science and analyticsxc2xb7 Exposure to senior leaders and opportunities to work on impactful business challenges Job Category InvestmentsPosting End Date 09 06 2025