Head of Public Fixed Income Research

2 weeks ago

Wellesley, Massachusetts, United States Sun Life Financial Full time

Director of Public Fixed Income and Credit Research – Sun Life Financial

Sun Life Financial is a prominent global asset management firm that delivers innovative and diversified investment solutions tailored for institutional investors. We are pioneering new pathways with a comprehensive array of offerings for an expanding institutional clientele exceeding 1300 organizations. Our legacy of organic and strategic expansion underscores this commitment, with assets under management (AUM) totaling over CA$374/US$283 billion. As a subsidiary of a leading financial services entity, we enjoy the stability and strength that this affiliation provides.

We operate as a performance-driven organization, emphasizing a development-focused and inclusive culture centered around our Core Values: being client-focused, valuing collaboration, acting swiftly, and embracing an ownership mentality. In your role, you will contribute to our mission and make a significant impact. We provide a rewarding work environment rich with opportunities for growth, empowering you to tackle the challenges of a competitive landscape.

At Sun Life Financial, we promote 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 each week, with flexibility based on business, client, and team requirements.

What Awaits You:
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 division, totaling approximately C$123 billion. The Public Fixed Income Research team collaborates closely with portfolio managers and traders across 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 assessments, issue terms, market trading levels, and ESG considerations.

The Director of Public Fixed Income will oversee a subsector within the financial sector, potentially encompassing REITs, insurance, or finance companies. The analysis will primarily focus on global investment-grade corporate credit and can be based in various locations. A successful candidate will be expected to act as a value-added partner to portfolio managers, traders, and fellow analysts.

Your Responsibilities:

  • Conduct in-depth credit research for financial institutions and collaborate closely with the Financials team.
  • Investigate macroeconomic or sector-specific topics to enrich team discussions.
  • Monitor current portfolio positions and provide relative value recommendations based on comprehensive credit research.
  • Assist in preparing and presenting materials for credit, sector, or topical reviews.
  • Engage in meetings with corporate issuers and industry analysts.
  • Offer compliance and data analytical support.
  • Contribute to various ESG and Sustainable Investing initiatives.
  • Participate in ad-hoc projects across different investment asset groups to enhance our investment processes, including initiatives related to AI and digitalization.

Qualifications for Success:

  • Bachelor's degree in investments, economics, or related fields such as business, accounting, or finance.
  • 5+ years of experience in analyzing investment-grade financial companies.
  • Proven ability to work independently in a fast-paced environment and contribute insights during team discussions.
  • Excellent communication skills, both verbal and written.
  • A strong desire to learn and a curious mindset.
  • Ability to make informed decisions with limited information.
  • Capacity to perform under pressure and challenge prevailing views.

Preferred Skills:

  • Quantitative skills and interest 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 to enhance your financial security, including a 401(k) plan with employer matching.
  • A flexible work environment fostering a friendly, collaborative, and inclusive culture focused on career development.
  • Potential for diverse career paths with exceptional networking opportunities.
  • Award-winning workplace culture recognized 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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