Associate Director, Client Data & Analytics - SLC Management (Toronto)

Associate Director, Client Data & Analytics - SLC Management (Toronto)

11 Sep
|
Sun Life
|
Toronto

11 Sep

Sun Life

Toronto

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 billion in assets under management (AUM). 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 with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed , valuing each other , acting with speed and having an owner’s mindset . Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best.

Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

Associate

Director, Client Data & Analytics – SLC Management The Associate Director, Client Data & Analytics is responsible for leading the delivery of high-quality client, investment, and sustainability reporting data across the organization. This role acts as the bridge between investment teams, business stakeholders, operations, technology, and client-facing teams to ensure data integrity, reporting accuracy, regulatory compliance, and timely delivery of analytics. The successful candidate will oversee complex reporting processes, drive continuous improvement initiatives, manage cross-functional data requirements, and provide analytical leadership in support of strategic business objectives.

This position requires a combination of strong analytical capability, project management expertise, stakeholder management skills, and deep attention to detail. Ensure the accuracy, completeness, and consistency of data used in client reports. Develop and maintain reporting methodologies, business rules, and quality controls.

Support custom client requests and analytical inquiries. Coordinate periodic sustainability and ESG reporting processes across General Account and third-party client portfolios.



Maintain reporting models, templates, and supporting documentation used to track sustainable investment activity.

Data Management & Governance Establish and maintain data quality standards across reporting processes. Investigate data issues, perform root cause analysis, and implement corrective actions. Develop controls and reconciliations to improve confidence in reporting outputs.

Partner with technology teams to improve source data management and data governance practices.

Process

Improvement & Automation Lead automation initiatives using reporting tools, business intelligence platforms, and data solutions. Reduce operational risk by standardizing reporting workflows and implementing scalable controls.

Stakeholder Management

Act as a trusted advisor to business leaders, investment teams, operations, compliance, and client relationship managers. Establish best practices for reporting, analytics, and quality assurance. Foster a culture of accountability, continuous improvement, and client service excellence.

Bachelor’s degree in Business, Finance, Economics, Data Analytics, Statistics, Mathematics, Information Systems, or a related field. ~4+ years of progressive experience in client reporting, investment operations, analytics, data management, or financial services. ~ Experience managing complex reporting processes and delivering executive-level insights. ~ Professional designation such as CPA, CFA, CBIP, PMP, or equivalent is considered an asset. Advanced proficiency in Excel, including complex formulas, data validation, reconciliation techniques, and large-scale workbook management. Strong understanding of investment reporting, performance reporting, or financial services data environments.

Experience with business intelligence and data visualization tools (Power BI, Tableau, etc.).



Strong SQL and data analysis capabilities.

Experience managing large datasets and complex reporting models. Why SLC Management? Opportunity to work for a growing global institutional asset manager Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees.

Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Asset Management

We are committed to pay transparency and equity. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive workplace where all employees feel they belong, are supported and empowered to thrive.

We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.

📌 Associate Director, Client Data & Analytics - SLC Management (Toronto)
🏢 Sun Life
📍 Toronto

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