Senior Associate, Global Investment Portfolio Reporting & Analysis

SLC Management

. Support reconciliation and integrity of information for Global Asset reporting .

Posted 11/9/2026full-timeWaterloo • CanadaSenior💰 CA$85,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Global Asset Reporting, including the ability to produce regulatory reports and maintain data integrity. Proficient in developing and automating reports using tools like Power BI and WEBI, while ensuring compliance with audit requirements.

Highest-signal resume keywords

Global Asset ReportingRegulatory ReportingData Integrity ManagementPower BIMicrosoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Regulatory ReportingData Integrity ManagementReport AutomationData ModernizationAnalytical SkillsProblem SolvingInvestment AccountingResearch SkillsAttention to DetailProcess Improvement

Soft Skills

Strong Communication SkillsOrganizational SkillsSelf-MotivatedTeam OrientedAbility to Manage Conflicting Priorities

Tools & Technologies

Power BIWEBIBOXIPower QuerySAPBloombergMicrosoft ExcelAccess

Certifications & Qualifications

CFACACMACGA

Industry Keywords

Investment Asset TypesBondsStocksReal EstateMortgagesDerivativesInsurance Industry

About the role

Key responsibilities & impact

Support reconciliation and integrity of information for Global Asset reporting
Assist with continued development and enhancement of processes
Maintain the Standard Entity Table
Produce regulatory reports
Participate in Data Modernization initiatives, report building and ad-hoc requests supporting the business
Maintain overall accountability for the integrity of Global Asset data
Research Invested Asset attributes and assign standardized attributes
Own the Investment Reporting Database
Complete quarterly regulatory reports
Develop and automate reports and queries using WEBI/BOXI, Power Query, Power BI and SAP
Collaborate with team members to improve process efficiency and effectiveness
Deliver reporting and analysis to satisfy audit requirements
Maintain effective internal controls
Participate in special projects and additional work as required

Requirements

What you’ll need

Post-secondary education in an Accounting or Finance discipline
Strong problem solving and analytical skills
Self-motivated and able to manage conflicting priorities under tight deadlines
Strong communication and organizational skills
Interest in developing and implementing technology-based process improvements
Excellent PC skills, particularly Microsoft Excel
Ability to work independently with minimal supervision
Team oriented
Some overtime required during peak reporting periods
Successful candidates must declare personal investment accounts and securities investments
Successful candidates must seek preclearance on future transactions, including those of household members
Preferred: Completion of, or working towards, a Finance designation (i.e. CFA)
Preferred: Previous accounting experience or completed accounting designation (i.e. CA, CMA, CGA)
Preferred: Knowledge of investment asset types including Bonds, Stocks, Real Estate, Mortgages and Derivatives
Preferred: Previous investment accounting experience, preferably within the insurance industry
Preferred: Strong system skills with Bloomberg, Access, Power Query and Microsoft Excel
Preferred: Ability to independently research and form conclusions with strong attention to detail

Benefits

Comp & perks

Excellent benefits and wellness programs supporting mental, physical and financial well-being
Generous vacation and sick time
Market-leading maternity, parental and adoption leave top-up program
Partially-paid sabbatical program
Pension, stock and savings programs with an employer-paid match
Flexible work environment
Career growth and development opportunities
Networking potential
Award-winning workplace culture
Discretionary annual incentive award based on individual and overall business performance
Reasonable accommodations for physical or mental limitations