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Associate Director, Private Fixed Income Portfolio Manager

2 months ago

Wellesley, Massachusetts, United States Sun Life Full time

**Job Summary**

Sun Life is seeking an experienced investment professional to join our Private Fixed Income team as an Associate Director. This role will be responsible for managing a portfolio of credits and working with senior team members on underwriting new investment opportunities.

**Key Responsibilities**

  • Monitor and manage a portfolio of investment grade credits
  • Assist senior team members with underwriting new investment opportunities, including origination, due diligence, credit analysis, and pricing
  • Provide ad hoc support to clients and senior team members as needed

**Requirements**

  • Bachelor's degree in a relevant field
  • Experience in investment analysis and/or credit research roles
  • CFA or demonstrated progress towards a CFA

**Preferred Skills**

  • Ability to read and analyze financial statements and legal documents
  • Effective communication skills, both written and verbal
  • Strong critical thinking skills and intellectual curiosity

**Why Join Sun Life?**

  • Opportunity to work for a growing global institutional asset manager
  • Excellent benefits and wellness programs, including generous vacation and sick time, market-leading paid family, parental and adoption leave, and more
  • Retirement and stock purchase programs to help build and enhance your future financial security
  • A flexible work environment with a friendly, caring, collaborative, and inclusive culture focused on career growth and development
  • The opportunity to move along a variety of career paths with amazing networking potential
  • Award-winning workplace culture

**Note:** 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.