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Head of Public Fixed Income Research

2 months ago

Wellesley, Massachusetts, United States Sun Life Financial Full time

Director of Public Fixed Income Research – Sun Life Financial

Sun Life Financial is a prominent global asset management organization dedicated to delivering innovative and diverse investment strategies to institutional clients. We are pioneering a comprehensive range of solutions for a rapidly expanding institutional clientele comprising over 1300 entities. Our legacy of organic and strategic growth underscores this commitment, with assets under management (AUM) exceeding CA$374/US$283 billion. As a subsidiary of Sun Life, we benefit from the stability and strength of one of the world's leading financial services firms.

We are a results-oriented organization with a strong emphasis on cultivating a development-centric, inclusive culture that revolves around our Core Values: being client-focused, valuing collaboration, acting swiftly, and embracing an ownership mentality. In this role, you will contribute to our mission and make a meaningful impact. We provide a rewarding work environment filled with opportunities for growth, 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 perform at their best. Typically, employees are expected to work 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 investments of Sun Life, along with a growing third-party asset management portfolio totaling approximately C$123 billion. The Public Fixed Income Research team collaborates closely with portfolio managers and traders in North America. Analysts are assigned specific industry sectors, responsible for monitoring existing global portfolios, engaging in cross-sector discussions, maintaining fundamental rankings, and recommending portfolio adjustments based on credit, issue terms, market trading levels, and ESG considerations.

The Director of Public Fixed Income will oversee a subsector of the financial industry, potentially including REITs, insurance, or finance companies. The analysis will primarily focus on global investment-grade corporate credit and may be based in various locations. A successful candidate will be a valuable partner to 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 existing portfolio positions and assist in making relative value recommendations based on comprehensive credit research.
  • Help prepare and present 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 and digitalization initiatives.

Qualifications:

  • Bachelor's degree in investments or economics, with preferred studies in business, accounting, finance, or other quantitative fields.
  • 5+ years of experience in covering investment-grade financial companies.
  • Ability to work independently in a fast-paced environment and contribute insights during team discussions.
  • Strong verbal and written communication skills.
  • Desire to learn and demonstrate curiosity.
  • Capability to make informed decisions with limited information.
  • Ability to work under pressure and challenge prevailing views.

Preferred Skills:

  • Interest in quantitative analysis.
  • CFA designation is advantageous.

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 to enhance future 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 in various rankings.

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.