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Sun Life

Associate Director, Client Data & Analytics - SLC Management

Toronto, ON, Canada
Waterloo, ON, Canada
Sun Life Toronto One York, Canada

Full-time

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Job details

Job type: Full-time
Experience: 4+ years of progressive experience in client reporting, investment operations, analytics, data management, or financial services.
Posting language: English
Posted: Sep 2, 2026

Original job description

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$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. 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:

Associate Director, Client Data & Analytics – SLC Management

What is in it for you:

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.

What you will do:

Client Reporting & Analytics Leadership

Lead the production and governance of recurring client reporting deliverables.
Ensure the accuracy, completeness, and consistency of data used in client reports.
Develop and maintain reporting methodologies, business rules, and quality controls.
Partner with client-facing teams to translate client requirements into scalable reporting solutions.
Support custom client requests and analytical inquiries.

Sustainability Reporting

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.
Ensure reporting outputs align with established methodologies and disclosure requirements.

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

Identify opportunities to streamline manual processes and improve operational efficiency.
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.
Facilitate discussions to resolve reporting issues and align on business requirements.

Team Development

Mentor analysts and junior team members.
Establish best practices for reporting, analytics, and quality assurance.
Foster a culture of accountability, continuous improvement, and client service excellence.

What you need to succeed:

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.

Preferred skills

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.
Familiarity with ESG, sustainability, or investment classification frameworks is highly desirable.
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
Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “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.

Job Category:

Asset Management

Salary Range

88,500/88 500 - 128,500/128 500

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. 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 environment 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 encourage applications from qualified individuals from all backgrounds.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We will make reasonable accommodations to known physical or mental limitations. 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.com.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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More about this job

Responsibilities

The Associate Director leads the production and governance of high-quality client, investment, and sustainability reporting data. They act as a bridge between investment teams, operations, and technology to ensure data integrity, reporting accuracy, and process efficiency.

Requirements

Candidates must hold a bachelor's degree in a relevant field and possess at least 4 years of progressive experience in client reporting or investment operations. Strong analytical capabilities, proficiency in data tools like SQL and Excel, and experience with complex reporting processes are required.

Skills

Client reporting
Investment operations
Data analytics
Data management
Financial services
Reporting governance
Sustainability reporting
ESG reporting
Data quality standards
Process automation
Stakeholder management
Excel
Power BI
Tableau
SQL
Project management

Benefits

Vacation time
Sick time
Maternity leave
Parental leave
Adoption leave
Sabbatical program
Pension program
Stock program
Savings program
Wellness programs

Visa sponsorship

Not detected in the job text

Keywords

Asset management
Client reporting
Investment reporting
Data governance
ESG
Sustainability
Data integrity
Business intelligence
Power BI
Tableau
SQL
Excel
CPA
CFA
CBIP
PMP
Financial services
Data analysis
Reporting automation
Institutional investors
Performance reporting
Data reconciliation
Stakeholder management
Operational efficiency
Investment classification

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