Head of Public Fixed Income Research

1 week ago

Wellesley, Massachusetts, United States Sun Life Financial Full time

Director of Public Fixed Income Research – Sun Life Financial

Sun Life Financial is a dynamic global asset management organization delivering innovative and diversified investment strategies to institutional clients. We are pioneering a comprehensive range of solutions for a growing institutional clientele comprising over 1300 entities. Our legacy of organic and strategic expansion underscores this commitment, with assets under management exceeding CA$374/US$283 billion. As a subsidiary of Sun Life, we benefit from the stability and strength of a leading financial services provider.

We are a results-oriented organization with a strong emphasis on cultivating a development-focused, inclusive culture that aligns with our Core Values: being client-centric, valuing collaboration, acting with agility, and embracing an ownership mentality. As a member of our team, you will contribute to our mission and make a meaningful impact. We provide a fulfilling work environment filled with opportunities for advancement, empowering you to tackle the challenges of a competitive landscape.

Sun Life Financial promotes a blend of in-office and remote work, empowering our employees to excel. Typically, employees are expected to be in the office three or more days a week, with flexibility based on business, client, and team requirements.

What You Will Gain:
The Public Fixed Income team is tasked with managing the global public bond and money market assets of Sun Life, alongside a burgeoning third-party asset management portfolio, totaling approximately C$123 billion. The Public Fixed Income Research team collaborates closely with portfolio managers and traders across North America. Analysts are responsible for specific industry sectors, with duties including monitoring existing global portfolios, engaging in cross-sector discussions, maintaining fundamental rankings, and recommending portfolio adjustments based on credit analysis, issue terms, market trading conditions, and ESG factors.

The Director of Public Fixed Income will oversee a subsector of the financial industry, potentially including REITs, insurance, or finance firms. The analysis will primarily focus on global investment-grade corporate credit and can be based in various locations. A successful candidate will demonstrate the ability to be a value-added collaborator with portfolio managers, traders, and fellow analysts.

Key Responsibilities:

  • Conduct fundamental credit research for financial institutions and collaborate with the Financials team.
  • Investigate macroeconomic or sector-specific topics to support team discussions.
  • Monitor current portfolio positions and assist in making relative value recommendations through a combination of bottom-up and top-down credit research.
  • Contribute to the preparation and presentation of materials for credit, sector, or topical reviews.
  • Engage in meetings with corporate issuers and industry analysts.
  • Provide compliance and data analytical support.
  • Support various ESG and Sustainable Investing initiatives.
  • Participate in ad-hoc projects across different investment asset groups to enhance our investment processes, including AI, digitalization, and related technologies.

Qualifications for Success:

  • Bachelor's degree in investments, economics, or related fields such as business, accounting, finance, or other quantitative disciplines.
  • 5+ years of experience in covering investment-grade financial institutions.
  • Ability to work autonomously in a fast-paced environment and contribute insights during team discussions.
  • Excellent communication skills, both verbal and written.
  • Strong eagerness to learn and an inquisitive mindset.
  • Capacity to make informed decisions with limited information.
  • Ability to perform under pressure and challenge prevailing views.

Preferred Skills:

  • Quantitative skills and interests are advantageous.
  • CFA designation is a plus.

Why Choose Sun Life Financial?

  • Opportunity to work with a growing global institutional asset manager.
  • Comprehensive benefits and wellness programs supporting mental, physical, and financial well-being, including generous vacation and sick leave, market-leading family and parental leave, and more.
  • Retirement and Stock Purchase programs designed to enhance your financial security, including a 401(k) plan with employer matching.
  • A flexible work environment with a collaborative and inclusive culture focused on career development.
  • Potential for diverse career paths with extensive networking opportunities.
  • Award-winning workplace culture recognized as a Great Place to Work in Canada and the U.S.

Sun Life Financial is committed to fostering a diverse, equitable, and inclusive environment where all employees feel valued and respected. We encourage applications from qualified individuals from all backgrounds, even if they do not meet every criterion in the job description.

We appreciate all applicants for their 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 veteran status.

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