Current jobs related to Investment Grade Credit Specialist - Wellesley, Massachusetts - Sun Life

  • Investment Grade Credit Manager

    2 weeks ago

    Wellesley, Massachusetts, United States Sun Life Full time

    Job Title: Associate Director, Private Fixed IncomeWe are seeking a highly skilled and experienced Associate Director to join our Private Fixed Income team. As a key member of our investment team, you will be responsible for managing a portfolio of credits and working closely with senior team members to identify and evaluate new investment opportunities.Key...

  • Municipal Credit Research Analyst

    1 month ago

    Wellesley, Massachusetts, United States Sun Life Full time

    Job SummaryWe are seeking a highly skilled Municipal Credit Research Analyst to join our team at Sun Life. As an Associate Director, you will play a key role in managing the municipal holdings of our third-party asset management business.Key ResponsibilitiesPerform in-depth credit research on municipal issuers to assess financial and operational strength,...

  • Business Operations Specialist

    6 days ago

    Wellesley, Massachusetts, United States Omni Inclusive Full time

    Business Operations SpecialistAt Omni Inclusive, we are seeking a skilled Business Operations Specialist to join our team. The ideal candidate will have experience in Investment Operations, with a focus on trade management and derivatives.Key Responsibilities: Gather and document requirements for technology projects Collaborate with development teams to...

  • Associate Director, Private Fixed Income

    1 month ago

    Wellesley, Massachusetts, United States Sun Life Full time

    Job Title: Associate Director, Private Fixed IncomeSun 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...

  • Board Certified Behavior Analyst

    2 weeks ago

    Wellesley, Massachusetts, United States ProCare Therapy Full time

    {"h1": "Behavior Analyst Job Opportunity", "p": "ProCare Therapy is seeking a highly qualified Board Certified Behavior Analyst to support students with behavioral needs in a K-5th grade learning center. Responsibilities: * Provide behavior consultations and support to students on IEPs * Collaborate with general education teachers to develop and implement...

  • Behavioral Therapist

    6 days ago

    Wellesley, Massachusetts, United States ProCare Therapy Full time

    ProCare Therapy is seeking a highly qualified professional to support students with behavioral needs in a K-5th grade learning center. The ideal candidate will have a Master's degree in Applied Behavior Analysis and BCBA certification.Key Responsibilities:Provide behavior consultations to students on IEPsCollaborate with general education teachers to develop...

  • Student Success Advisor

    2 weeks ago

    Wellesley, Massachusetts, United States Babson College Full time

    Job Title: Student Success AdvisorThe Student Success Advisor plays a vital role in supporting the academic and personal growth of undergraduate students at Babson College. This position requires a holistic approach to advising, empowering students to achieve their goals and overcome challenges.Key Responsibilities:Advise students on course selection and...

  • Student Success Advisor

    4 weeks ago

    Wellesley, Massachusetts, United States Babson College Full time

    Job SummaryThe Student Success Advisor provides academic and personal support to undergraduate students at Babson College. This role involves working with students to develop success and graduation plans, tracking student progress, and providing referrals and support for students experiencing personal challenges.Key ResponsibilitiesAdvise students on course...

  • Banking Professional

    2 weeks ago

    Wellesley, Massachusetts, United States Needham Bank Full time

    Job Title: Personal BankerWe are seeking a highly motivated and customer-focused Personal Banker to join our team at Needham Bank. As a Personal Banker, you will be responsible for providing exceptional customer service, building strong relationships with our clients, and promoting our banking products and services.Key Responsibilities:Provide personalized...

  • Financial Advisor

    6 days ago

    Wellesley, Massachusetts, United States TD Bank Full time

    Job DescriptionThe Transitional Financial Advisor role is a three-year program with a draw, designed for financial advisors or planners who will be selling investment management solutions and providing financial planning guidance.Key ResponsibilitiesService the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs,...

  • SLC Management Private Fixed Income Analyst Co-op

    1 month ago

    Wellesley Hills, Massachusetts, United States Sun Life Financial Full time

    Job Description:SLC Management is a leading global asset management firm providing innovative and diversified investment solutions to institutional investors. We are seeking a highly motivated and detail-oriented Private Fixed Income Analyst Co-op to join our team.Key Responsibilities:Assist in the management of the private fixed income portfolio, including...

  • Financial Planning Specialist

    2 weeks ago

    Wellesley Hills, Massachusetts, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorBecoming a financial advisor at Northwestern Mutual offers a unique opportunity to build a business that helps clients achieve their financial goals. As a financial advisor, you will:Grow Your Client Base by developing strong relationships, leveraging your network, and delivering exceptional client experiencesBuild...

  • Associate Director, Municipal Credit Research Analyst

    5 months ago

    Wellesley, United States Sun Life Full time

    Job Description : Associate Director, Municipal Credit Research Analyst What is in it for you:  The Municipal Credit team is responsible for managing the municipal holdings of Sun Life’s third-party asset management business. The Municipal Credit Research team works closely with portfolio managers and traders; analysts’ responsibilities including...

  • Associate Director, Private Fixed Income

    5 months ago

    Wellesley, United States Sun Life Full time

    Job Description : Associate Director, Private Fixed Income – SLC Management What’s in it for you: SLC Management is seeking an integral member of a high performing investment team who are experts in investment grade private credit. The Associate Director role on the Private Fixed Income – Corporate Private Placement team will be responsible for...

  • Schools - Behavior Specialist

    2 weeks ago

    Wellesley, United States ProCare Therapy Part time

    Job DescriptionJob DescriptionMinimum 1+ years Behavior Specialist experience required.ProCare Therapy is on the lookout for a dedicated and passionate Board-Certified Behavior Analyst (BCBA) to join one of our esteemed school districts in Wellesley, Massachusetts for the upcoming 2024-2025 school year. At ProCare Therapy, our mission is simple: to enhance...

  • Schools - Behavior Specialist

    3 weeks ago

    Wellesley Hills, United States ProCare Therapy Part time

    Job DescriptionJob DescriptionMinimum 1+ years Behavior Specialist experience required.Board Certified Behavior Analyst (BCBA) Opportunity - Join ProCare Therapy in Wellesley, MA As a BCBA at ProCare Therapy, you will play a crucial role in creating and implementing behavior intervention plans for individuals with developmental disabilities. This is an...

  • Wealth Management Associate

    3 weeks ago

    Wellesley, United States Northwestern Mutual Full time

    As personal business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential,...

  • Wealth Management Associate

    1 month ago

    Wellesley Hills, United States Northwestern Mutual Full time

    As personal business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential,...

  • Wealth Management Associate

    1 month ago

    wellesley hills, United States Northwestern Mutual Full time

    As personal business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential,...

Investment Grade Credit Specialist

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 investment grade credits and working closely 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, pricing, and monitoring
  • Provide ad hoc support to the team on various projects and initiatives

**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
  • Intellectual curiosity and a preference for a collaborative environment

**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, a partially-paid sabbatical program, medical plans, company-paid life and AD&D insurance, 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 and an employer-funded retirement account
  • 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.