Senior Compensation & Equity Manager owning compensation, equity, bonus, and rewards cycles at Juniper Square, a private - markets technology and fund - administration company. Advising leaders across U.S. and Canadian operations.
About the role
- Business Portfolio Manager overseeing Sun Life’s SLGI investment portfolio, financial controls, and strategic planning. Driving governance, prioritization, benefits realization, and executive reporting.
Responsibilities
- Lead and support key portfolio management activities across the SLGI portfolio.
- Own governance, financial oversight, strategic planning, prioritization, capacity management, benefits realization, portfolio health, and leadership reporting.
- Lead portfolio financial management, including forecasting, actuals/variance analysis, cost allocation, capitalization/amortization, resource costing, benefits tracking, and reconciliation across Planview, Finance ledger, and forecasts.
- Own the Investments Registry and govern alignment across the Registry, Planview Portfolios, AgilePlace, and ledger reporting.
- Lead annual and quarterly portfolio planning, including intake, sequencing, capacity assessments, funding trade-offs, delivery constraints, dependencies, and prioritization recommendations.
- Monitor portfolio health across scope, cost, benefits, timeline, risk, capacity, and strategic outcomes.
- Challenge assumptions, align stakeholders, recommend a path forward, and drive issues through resolution.
- Lead portfolio governance and executive reporting, including decision materials, planning and leadership forums, trade-off discussions, action management, and escalations.
- Drive continuous improvement across BPM’s operating model, processes, systems, and controls through automation, AI, dashboards, streamlined workflows, and consulting support on project impacts, risks, options, and future-state solutions.
- Work with Finance, Journey and Platform teams, delivery stakeholders, and senior leadership to strengthen portfolio transparency, decisions, and execution.
- Assess business needs and translate them into business cases and future-state solutions.
Requirements
- 3-5 years of experience in portfolio management, financial management, business operations, strategic planning, agile portfolio management, program management, or a related field.
- 3-5 years of portfolio financial-management experience, including forecasting, actuals/variance analysis, reconciliation, cost allocation, capitalization/amortization, resource costing, scenario analysis, and benefits tracking.
- Strong understanding of portfolio governance, planning, intake, prioritization, capacity, dependencies, risk management, benefits realization, and executive reporting.
- Ability to interpret complex financial and operational information, challenge assumptions, identify root causes, develop recommendations, and drive resolution.
- Excellent communication skills, with the ability to frame decisions, influence without authority, and build alignment across senior leaders and cross-functional teams.
- Ability to operate independently in ambiguous environments, exercise sound judgment, and manage competing priorities, risks, and deadlines.
- Expert Excel (advanced functions and pivot tables) and PowerPoint skills, with strong business acumen and a focus on data integrity, automation, and decision-making.
- Experience with Planview Portfolios, AgilePlace, or comparable strategic portfolio and workflow-management platforms is preferred.
- Experience connecting strategy, financials, capacity, benefits, and execution across portfolio, Finance, reporting, and delivery tools is preferred.
- Experience within Investments, Asset Management, Financial Services is preferred.
- Experience preparing executive-governance recommendations and supporting benefits realization, business cases, portfolio health, and compliance is preferred.
- Experience with Power BI, automation, AI-enabled tools, or other technologies that improve portfolio visibility and efficiency is preferred.
- PMP, CPA, CFA, CBAP, SAFe are assets.
- Some work outside regular office hours may be required to support critical timelines or deliverables.
- Some travel may be required between Toronto and Waterloo.
Benefits
- Hybrid work environment
- A friendly, collaborative, and inclusive culture
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health – mental, physical and financial
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