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Sun Life Financial (U.S.) Services Company, Inc. Associate, Insurance Client Relationships - SLC Management in Redmond, Washington

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 1300 organizations. As a subsidiary of Sun Life, weare alignedwith 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. Hybrid Work Model SLC Management operates in a hybrid environment with a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work two-three days in-office each week with flexibility depending on their business, client and team needs. Job Description: Associate, Insurance Client Relationships - SLC Management What is in it for you: We are hiring an Associate, Insurance Client Relationships in our U.S. Client Relationships team. The Associate 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 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 tea

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