Financial Data Analyst Co-op

SLC Management

Posted on 9/9/2025

Sun Life

Sun Life

No salary listed

Toronto, ON, Canada + 1 more

More locations: Kitchener, ON, Canada

Hybrid

This role will be a combination of working from home and in the office, generally requiring three or more days in-office each week.

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. 

Our intern and new graduate programs offer a chance to explore careers within SLC Management. 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:

Location: Waterloo King – 227 King Street South, Waterloo ON N2J 4C5

Division: SLC Operations

Discipline: Finance/Computer Science

Length of Term: 8 months

Hybrid: This role will be a combination of working from home and in the office and is based out of our Waterloo King or Toronto One York office

SLC Management (“SLC”) 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 C$250 billion 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. To learn more, visit us at: https://www.slcmanagement.com/inv

Reporting to the Senior Associate, Finance Data Analytics & Insight, the SLC Financial Data Analyst Co-op will work within SLC Finance Data Analytics and support with monthly and quarterly data and reporting, projects, and other ad-hoc activities. In this role, you will have the unique opportunity to collaborate with and support members of the Finance Data Analytics team and other SLC Finance employees, while gaining valuable financial data and reporting experience.

What will you do?  

Data Operations

  • Assist in loading financial data from internal and external sources.

  • Perform data quality checks and validation routines.

Reporting & Visualization

  • Support the development and maintenance of Power BI dashboards used by Finance and Executive Teams.

  • Participate in dashboard refresh cycles and ensure visual consistency.

Finance Collaboration

  • Work with Finance stakeholders to understand reporting requirements and financial concepts such as inflows, outflows, capital deployment.

  • Assist in preparing data for quarterly updates, capital raising summaries, and other finance-driven initiatives.

Team Engagement

  • Join team meetings, and project check-ins.

  • Contribute to documentation and knowledge-sharing within the team.

What do you need to succeed?

  • Currently enrolled in third or fourth year of a Finance or Computer Science program from an accredited University; previous work or co-op experience is strongly preferred.

  • Intermediate to advanced proficiency in Microsoft Office (primarily Excel).

  • Experience with Power BI and cloud-based tools is an asset.

  • Experience with Power Query automation is an asset.

  • Strong problem solving and analytical skills, with demonstrated attention to accuracy and detail.

  • Strong communication, organizational and interpersonal skills.

  • Self-motivated and adaptable with the ability to manage conflicting priorities independently.

What’s in it for you?

  • Gain valuable data processing, reporting, and audit support experience.

  • A friendly, collaborative, and inclusive culture where you’re an innovator and trusted partner.

  • An environment of continuous learning and improvement.

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.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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 [email protected].

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the requirements and individual needs.

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

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

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 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 [email protected].

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

Job Category:

Temporary Employee

Posting End Date:

16/09/2025