Senior Financial Analyst supporting Sun Life Canada’s expense consolidation, forecasting and reporting. Building financial models and advising business leaders to optimize operational expenditures.
About the role
- Senior Director leading complex investment transactions, governance, tax, legal, and operational execution for SLC Management, a global institutional asset manager.
Responsibilities
- Lead end-to-end coordination and execution of complex investment opportunities
- Establish governance structures, project plans, and decision-making forums
- Coordinate investment inputs including expected returns, leverage, investment structures, capital requirements, and funding timelines
- Serve as primary liaison across investment teams, business partners, support functions, and external stakeholders
- Manage risks, dependencies, and critical path activities
- Coordinate investment recommendations, business cases, and approval materials
- Prepare investment memoranda and presentations for senior management, investment committees, and governance bodies
- Coordinate local and global tax reviews for fund investments and strategic transactions
- Facilitate assessment of investment structures, tax efficiency, jurisdictional considerations, and blocker requirements
- Coordinate legal and regulatory reviews of fund documentation, including LPAs, PPMs, and subscription agreements
- Support KYC/AML and entity documentation requirements
- Coordinate risk, capital, and governance reviews, including LICAT and local capital considerations
- Track governance approvals, conditions, and action items through execution and completion
- Lead operational readiness and onboarding for newly approved funds and investment mandates
- Coordinate implementation across Operations, Finance, Investment Operations, Technology, ALM, and external service providers
- Support private market fund commitments and strategic investment initiatives
- Maintain and enhance the OCIO investment pipeline and transaction tracking framework
- Monitor opportunities from sourcing through funding and implementation
- Prepare executive reporting and governance materials for Corporate ALCO, senior leadership, and decision-making forums
Requirements
- Undergraduate degree in Finance, Business, Economics, Accounting, Law, or a related field
- 7+ years of experience in institutional investments, asset management, investment operations, corporate strategy, transaction execution, or a related field
- Strong understanding of private market investments, including real estate, private credit, and institutional portfolio construction
- Knowledge of insurance capital frameworks, regulatory requirements, governance processes, and risk management principles
- Experience partnering across investment, tax, legal, finance, treasury, operational, and risk functions to execute complex initiatives
- Proven ability to lead cross-functional projects, influence senior stakeholders, and drive decisions in a complex organizational environment
- Strong project management, problem-solving, and executive communication skills
- Ability to manage multiple priorities and deliver high-quality outcomes
- Demonstrated success coordinating investment transactions, governance reviews, operational onboarding, and executive reporting
- Ability to address regulatory, tax, capital, and risk considerations appropriately
- Successful candidates must declare personal investment accounts and securities investments and seek preclearance on future transactions, including household members' transactions
Benefits
- Excellent benefits and wellness programs supporting mental, physical, and financial well-being
- Generous vacation and sick time
- Market-leading maternity, parental and adoption leave top-up program
- Partially-paid sabbatical program
- Pension, stock and savings programs with an employer-paid match
- Flexible work environment
- Career growth development opportunities
- Variety of career paths and networking potential
- Award-winning workplace culture
- Reasonable accommodations for disabilities
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