- Coordinating the monthly oversight and portfolio performance reporting process for the SFS portfolio.
- Support the Account Manager with periodic originator audits by providing data from the SFS Database.
- Collaborate with other functions across the SLC Operations group to facilitate the integration and interaction of data from the SFS originator monitoring program to the various administration and reporting systems.
- Analyze, interpret, and organize data to support reconciliation of the SFS originator monitoring program.
- Recommends and develops innovative solutions to operational problems that help streamline activities and improve team efficiency.
- Well-developed ability to flowchart and document procedures as well as identify and mitigate control gaps.
- Deadline oriented, self-motivated and capable of handling conflicting priorities.
- Systems oriented with a proven ability to enhance processes through systems improvements.
- Proficient with reporting systems and tools – Outlook, MS Office products, BOXI or other report writing applications.
- Excel proficiency - ability to create, manipulate and interpret data/spreadsheets; comfortable working with formulas, vlookups, pivot tables.
- Proven ability to multitask in a fast-paced changing environment a must.
- Communication Skills – contributes effectively to business discussions, presents technical information effectively to technical and non-technical audiences, and produces full and clear business reports. Interaction with Investment Financial Management, Canadian Banking, Derivatives, Portfolio and Risk Management.
- Business acumen and decision-making - Makes sound decisions and takes effective and timely action that fully reflects the business purpose implications and context of the work produced and/or managed. Makes and promotes sound decisions concerning matters with significant strategic or financial implications.
- Leadership Skills – Ability to meet the demands of a diverse constituent base and partners with other areas to resolve issues in an efficient and effective manner.
- Aptitude for problem solving – able to assess situations through analysis and observation and develop supportable solutions.
- Client obsessed, act with speed and have an owner's mindset.
- Ability to work well with others with a strong collaborative approach to build and maintain both internal and external relationships.
- Experience using a variety of administration systems (PAM for securities/Aladdin/Enterprise/Precision LM.
- Professional accounting/finance designation (CPA/CFA).
- 4-6 years industry or Financial Services experience.
- Certain days during the month/year may not be eligible for vacation days, specifically around month-end, quarter-end and year-end.
- Perform operations functions during US & CAD holidays.
- Requirement to commute to the Waterloo office 3 days per week.
- L'occasion de travailler pour un gestionnaire d'actifs institutionnels d'envergure mondiale
- D'excellents programmes de garanties et de mieux-être pour soutenir les trois piliers de votre bien-être – mental, physique et financier –, y compris de nombreux jours de vacances et congés de maladie, un programme de premier ordre de congé familial, de congé parental et de congé d'adoption, un programme de congé sabbatique payé en partie par l'employeur, une assurance-maladie, une assurance-vie et une assurance décès et mutilation accidentels (DMA) payées par la compagnie, ainsi que des régimes d'assurance invalidité, et plus encore
- Des programmes de retraite et d'actionnariat pour vous aider à bâtir votre épargne et à améliorer votre sécurité financière, y compris un régime 401(k) avec cotisation complémentaire de l'employeur et un compte de retraite provisionné par l'employeur
- Un environnement de travail souple offrant une culture de convivialité, de collaboration et d'inclusion axée #NousGagnonsEnÉquipe
- Des cheminements de carrière variés et de formidables possibilités de réseautage
- Une culture d'entreprise primée – certification Great Place to Work au Canada et aux États-Unis; l'un des meilleurs employeurs dans la catégorie des gestionnaires d'actifs selon Pensions & Investments; l'un des dix meilleurs employeurs selon la liste Top Places to Work du Boston Globe pour une deuxième année consécutive.
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Senior Associate, Private Fixed Income Operations - Waterloo, Canada - Sun Life
Description
Description
de l'emploi:What Is in It for You:
Private Fixed Income Operations is a department within the Investment Services and Operations Group at SLC Management that is responsible for the administration and reporting of all non-public investments and loans to corporations situated in various locations globally. The investment portfolio of approximately $50 billion includes Corporate Credit, Infrastructure Debt, Structured Credit and Private Equity.
The successful applicant will work closely with the Specialty Finance & Securitization (SFS) team to maintain the ongoing relationships with originators. As the lead servicer of the SFS portfolio, the Senior Associate will primarily focus on the on-going development, implementation and execution of the SFS originator monitoring program. Additionally, they will support other day-to-day cash and operational activities as they relate to the lease originators and other areas of Private Fixed Income.
WHAT YOU WILL DO:
WHAT YOU WILL NEED TO SUCCEED:
PREFERRED SKILLS:
Unique Requirements:
Pourquoi choisir Gestion SLC?
Gestion SLC est une société dont les activités sont réglementées, ce qui signifie que l'ensemble des employés doit se soumettre à des exigences en matière d'information financière et de préautorisation d'opérations. Les candidats retenus devront déclarer leurs comptes de placement personnels et leurs placements en valeurs mobilières, en plus d'obtenir une préautorisation pour leurs opérations futures, y compris celles des membres de leur ménage.
Catégorie d'emploi:
FinancesÉchelle salariale:
76,000/ ,000/125 000L'échelle du salaire de base est pour l'emplacement principal du poste affiché. Elle peut varier selon l'emplacement de la personne retenue et d'autres facteurs. En plus du salaire de base, les employés admissibles participent à différents programmes de rémunération incitative, dont le montant octroyé est discrétionnaire et dépend du rendement de l'employé et de la société. Certains postes de vente ont des programmes de rémunération prévoyant des incitatifs basés sur les résultats de vente individuels ou de groupe.
Nous avons à cœur de favoriser un milieu de travail diversifié, équitable et inclusif où tous les employés se sentent valorisés, respectés et soutenus. Nous sommes déterminés, pour le bien de nos Clients, de nos équipes et des collectivités où nous exerçons nos activités, à constituer un effectif diversifié ayant des points de vue et des idées variés. D'après les études, les femmes et les membres de groupes sous-représentés ont tendance à postuler seulement s'ils répondent à tous les critères. Nous encourageons les candidatures de personnes compétentes provenant de tous les horizons, même si elles ne répondent pas à chaque critère de la description de poste.
Les personnes handicapées ayant besoin de mesures d'adaptation pour présenter leur candidature et celles qui doivent consulter les offres d'emploi sur un support de substitution peuvent envoyer leur demande par courriel à l'adresse
Nous remercions tous les candidats de l'intérêt qu'ils manifestent pour ce poste. Nous ne communiquerons qu'avec les personnes retenues pour une entrevue.