Analyst, Insurance Client Relationships - SLC Management

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 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.  As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

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.

Job Description:

Analyst, Insurance Client Relationships - SLC Management

What is in it for you:

We are hiring an Analyst, Insurance Client Relationships in our U.S. Client Relationships team, part of the Global Insurance Group. The Analyst role is a key member of the team, partnering with the Business Development, Solutions, and Portfolio Management teams to support best in class relationship management to SLC’s clients. The role supports the client-facing members of the group, who lead the client team and are the day-to-day contacts for SLC’s insurance company clients.

A successful candidate will support the teams that manage SLC’s client relationships, including the creation and delivery of SLC’s investment support and insurance solutions. This role blends knowledge of a client’s or prospect’s insurance operations with SLC Management’s investment product offerings. The client relationship team brings the full insurance and investment capabilities of SLC to our clients.

What you will do:

• Develop a deep understanding about both insurance and investments, and how investment portfolios function within the context of an insurance company
• Knowledge of internal processes related to client management
• Respond quickly and accurately to client requests
• Support the creation and implementation of investment strategies using SLC Management’s proprietary decision-making tools
• Ad hoc analyses and support for sales and client efforts
• Learning Solutions work which includes:
  • Dynamic financial analysis of financial statements
  • Asset/liability management
  • Tax forecasting
  • Stochastic simulations of various risk elements
  • Income and cash flow forecasting
  • Peer analysis
  • Portfolio risk management

What you will need to succeed:

• Bachelor’s degree required
• 1+ years of insurance and/or investment experience
• Working knowledge of the insurance industry and investment markets
• Demonstrated proficiency in Microsoft Excel, PowerPoint, Word, and Outlook
• Proficiency in Salesforce or other CRM platforms to manage and track client interactions effectively.
• Progress towards an actuarial and/or CFA designation preferred but not required
• Previous experience in insurance asset management preferred but not required
• Open to travel
• Knowledge of insurance industry and applicable investment trends
• Strong analytical skills combined with attention to detail in deliverables
• Mathematical background and aptitude
• Positive attitude, professional presence, ability to interact with professionals both inside & outside SLC
• Strong presentation skills and ability to communicate internally and externally
• Ability to effectively manage and coordinate multiple projects and tasks under strict deadlines
• Both self-motivated and a team player

For US based candidates the base salary range is $66k - $116k.

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager
• Excellent benefits and wellness prog