Senior Associate, Investment-Grade Private Fixed Income

Sun Life Financial; Wellesley (MA); Hybrid; USD 107,000 - 177,000; Full time

Benefits offered by this job

Excellent benefits

401(k) match

Flexible work environment

Career growth opportunities

Inclusive culture

Job summary

SLC Management in Wellesley, MA, is seeking an Associate Director, Private Fixed Income to join the Corporate Private Placement team. You will originate opportunities, perform credit underwriting, financial modeling, and deliver annual reviews for the private debt portfolio.

Collaborate with senior leaders, prepare management reports, and contribute to investment decisions. This hybrid role offers competitive pay, strong benefits, and growth opportunities within Sun Life Financial.

Qualifications

• Bachelor's degree required.
• 2+ years of post-undergraduate work experience.
• Progress towards CFA designation is a plus.
• Strong written skills evidenced by professional experience.
• Investment and accounting proficiency evidenced by professional experience.
• Understanding of debt and equity markets and instruments.
• Ability to analyze financial statements and ratios.
• Proficient use of Bloomberg and Capital IQ.
• Ability to work independently and collaboratively and take on responsibility.

Responsibilities

• Originate new investment opportunities within the investment grade market; primarily corporate private placement transactions.
• Prepare detailed investment memos through strong credit underwriting, detailed financial modeling and analysis.
• Develop detailed written annual reviews, financial analyses, models and amortization schedules.
• Credit rating analysis through peer comparisons and credit risk scorecards.
• Prepare management reports on portfolio status and performance.
• Evaluate potential investments for portfolio suitability via company and industry research, credit and relative value analysis.
• Determine risk-return acceptability through credit and pricing analyses.
• Negotiate deal bidding and legal documentation on behalf of clients.

Skills

Financial analysis

Credit underwriting

Financial modeling

Investment accounting

Written communication

Interpersonal skills

Leadership & presentation

Time management

Independent / collaborative

Education

Bachelor's degree

CFA progression

Tools

Bloomberg

Capital IQ

Microsoft Office

Job description

SLC Management in Wellesley, MA, is seeking an Associate Director, Private Fixed Income to join the Corporate Private Placement team. You will originate opportunities, perform credit underwriting, financial modeling, and deliver annual reviews for the private debt portfolio.

Collaborate with senior leaders, prepare management reports, and contribute to investment decisions. This hybrid role offers competitive pay, strong benefits, and growth opportunities within Sun Life Financial.