Analyst, Portfolio Management

Location
Seattle, Washington State
Salary
Base salary plus annual bonus and excellent benefits
Posted
01 Jul 2022
Closes
31 Jul 2022
Ref
JR00061570
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

About us:

SLC Management is a global institutional asset manager that provides innovative and diversified solutions to meet our clients’ evolving needs. Our history of organic and strategic growth reflects this commitment with over CA$347 / US$274 billion (as of December 31, 2021) in assets under management. 

We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. 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 and live by a set of core values that put our clients’ needs and goals first.  As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a collaborative, inclusive environment, focused on growth and opportunity, where you will be encouraged and empowered to meet the challenges of a highly competitive landscape.  

We are looking for talented professionals at all stages of their financial careers: those who are ready to learn, those who are ready to innovate, and those who are ready to lead. 

Visit us at https://www.slcmanagement.com/inv.  

What you will do:

SLC Management is seeking an Analyst on our Portfolio Management team whose primary focus will be to interact with and service investment management clients. The ideal candidate will have experience working in Investment Management or Financial Services and possess excellent communication & time management skills and strong attention to detail. Experience in Fixed Income is a plus but not necessary.

Key Responsibilities:

 

  • Effectively manage day to day inquiry from clients and consultants

     

  • Respond to incoming client emails; timeliness and attention to detail are very important

     

  • Work with portfolio management and operations teams to manage client portfolio cash withdrawals and contributions

     

  • Produce and deliver timely and accurate client reports

     

  • Participate in client onboarding process for new accounts

     

  • Work with members of the team to provide portfolio review and analytics for current and potential clients.

     

  • Assist with preparation of presentations and other client deliverables

     

  • Continually looks for opportunities to add value to existing processes

     

 

What you will need to succeed:

 

  • 0-3 years relevant experience in Investment Management or Financial Services

     

  • Strong analytical abilities with a capacity to blend the quantitative with the qualitative

     

  • An ability to work with a diverse range of people

     

  • Client reporting experience

     

  • Excellent written and verbal communication skills and attention to detail

     

  • Exceptional multi-tasking and time management skills

     

  • Proficiency with all Microsoft Office applications (Excel, PowerPoint, Word)

     

  • Capable of thriving in a fast paced, dynamic environment

     

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