Sun Life Financial (U.S.) Services Company, Inc.
Wellesley Hills, United States
30+ days ago
Job Type
Job Function


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. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 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, Insurance Accounting SLC Management


We currently have an opening for an Insurance Accounting Associate in our Hartford, CT or Wellesley, MA officeThe position involves providing and maintaining securities accounting and reporting for institutional insurance clients, as well as private wealth accounts, on a STAT/GAAP basis.  The ideal candidate will have the ability to operate within a deadline driven environment and they should have the ability to deliver exceptional client service.  Strong interpersonal skills are required as there is frequent contact and interaction with clients and all levels within the organization including Senior Management, Portfolio Managers and Strategists, IT and Systems Development.  This position also shares responsibility for the integrity and timeliness of financial data and for ensuring the safeguarding of assets through proper control applications.


  • Maintain and review client investment activity.
  • Reconcile invested assets and cash activity with custodian banks.
  • Prepare, analyze, and deliver monthly reporting within established client deadlines.
  • Support the preparation of quarterly and annual Schedule D regulatory reports and corresponding footnote disclosures and interrogatories.
  • Monitor and reconcile internal systems.
  • Provide technical support and advice on accounting records, policies, and procedures.
  • Identify and help develop enhancements to the accounting and systems workflow.
  • Accounting conversion of new clients.
  • Third party data gathering and file creation.
  • Establish and maintain quality client communications and relationships.
  • Provide responses to ad-hoc requests from clients, consultants, auditors, and internal stakeholders.


  • BS Degree in Accounting or Finance


  • Accounting experience, exposure to investment accounting a plus
  • Effective interpersonal and communication skills
  • Knowledge of back-office operations
  • Knowledge of securities investments
  • Knowledge of Statutory reporting, Schedule D, and annual statements
  • Exposure to CAMRA, PAM, or other insurance accounting systems
  • Microsoft Reporting Services and new report development a plus
  • Excel experience with pivot tables, VLOOKUP, and macros a plus

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 paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
  • Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
  • 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 in Money Management" by Pension & Investments, "Top 10" employer by the Boston Globe's "Top Places to Work" two years running

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:


We consider various factors in determining actual pay including your skills, qualifications, and experience.  In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported.  We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don't meet every criteria in the job description.

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

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

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

Job ID: 73823677
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