Analyst, Insurance Client Relationships - SLC Management

Sun Life Financial Wellesley Hills , MA 02481

Posted 2 months ago

You are as unique as your background, experience and point of view. Here, you'll 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.

Job Description:

About us:

SLC Management is a global institutional asset manager that provides innovative and diversified solutions to meet our clients' evolving needs. Our history of organic and strategic growth reflects this commitment with over CA$347 / US$274 billion (as of December 31, 2021) in assets under management.

We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. 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 and live by a set of core values that put our clients' needs and goals first. As part of our team, you play a role in fulfilling our purpose and making a difference.We offer a collaborative, inclusive environment, focused on growth and opportunity, where you will be encouraged and empowered to meet the challenges of a highly competitive landscape.

We are looking for talented professionals at all stages of their financial careers: those who are ready to learn, those who are ready to innovate, and those who are ready to lead.

Visit us athttps://www.slcmanagement.com/inv.

What you will do:

SLC Management is seeking an Analyst on our Client Relationships & Solutions team whose primary focus will be to interact with and service investment management clients.

Key Responsibilities

  • Effectively manage day to day inquiry from clients and consultants

  • Respond to incoming client emails; timeliness and attention to detail are very important

  • Work with portfolio management and operations teams to manage client portfolio cash withdrawals and contributions

  • Produce and deliver timely and accurate client reports

  • Participate in client onboarding process for new accounts

  • Work with members of the team to provide portfolio review and analytics for current and potential clients.

  • Assist with preparation of presentations and other client deliverables

  • Continually looks for opportunities to add value to existing processes

What you will need to succeed:

  • 0-3 years relevant experience in Investment Management or Financial Services

  • Strong analytical abilities with a capacity to blend the quantitative with the qualitative

  • Ability to work with a diverse range of people

  • Client reporting experience

  • Excellent written and verbal communication skills and attention to detail

  • Exceptional multi-tasking and time management skills

  • Proficiency with all Microsoft Office applications (Excel, PowerPoint, Word)

  • Capable of thriving in a fast paced, dynamic environment

What is in it for you?

  • Excellent benefits with generous vacation and sick time, 401K match, noncontributory retirement plan, Paid Family Medical Leave, sabbatical program and much more

  • Friendly, collaborative and inclusive culture

  • Our agile/hybrid work environment allows our employees the flexibility to give and feel their best at work

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

Job Category:

Investment Sales & Service

Posting End Date:


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Analyst, Insurance Client Relationships - SLC Management

Sun Life Financial