Associate Director, Private Fixed Income - Slc Management

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

Associate Director, Private Fixed Income – SLC Management

What is in it for you:

As an Associate Director, Private Fixed Income (Private Equity) you will be responsible for assisting with aspects of underwriting, maintaining and monitoring private equity investments (including financial and investment analysis, seeking internal approvals, reviewing and negotiating documentation, reviewing tax considerations, AML/ATF/KYC, etc) and the portfolio management of existing private equity investments. The Private Fixed Income team makes commitments to private equity funds and potentially other types of private equity related investments across several fund types in particular middle market buyout funds, distressed debt funds, infrastructure and other types of funds worldwide but most notably domiciled in North America and Europe.

What you will do:

• Support team members who have direct responsibility for private equity investments and portfolio management.
• Assist in evaluation of potential investments for portfolio suitability by conducting fund, investment and industry research, comparable analysis and due diligence
• Assist with new private equity investments by sourcing, analyzing and structuring of investment opportunities that demonstrate acceptable risk/return and sustainability characteristics
• Assist with completion of fund and/or investment waiver requests, consents and other asks as required
• Assist with portfolio management responsibilities including investment monitoring reports and related period/ad-hoc stakeholder requests
• Attending meetings with private equity funds
• Assist with preparing detailed and well-written investment recommendations
• Develop expertise and become an integral part of the private equity investment program
• Gain and maintain and in-depth understanding of current private equity market trends and activities
• Integrate environmental, social and governance (ESG) considerations into investment analysis

What you will need to succeed:

• 3+ years of relevant experience
• Bachelor’s degree in Finance, Accounting, Economics, Mathematics or similar
• CPA, MBA, CBV, and/or CFA (or progressing) towards considered an asset
• Financial Modeling ability
• Strong Microsoft Office skills to include Excel and PowerPoint

ADDITIONAL SKILLS:

• Detailed knowledge of fundamental principles of private equity, equity markets and related instruments from prior private equity experience, investment banking or consulting
• Strong written and verbal communication skills
• High attention to detail with strong analytical and quantitative skills
• Understanding of legal documentation and tax principles relating to private equity
• Comprehensive skills in interpreting/analyzing private equity and related financial information
• Strong organizational skills and ability to prioritize, manage multiple projects and meet strict deadlines
• Ability to work independently and collaboratively.
• Working knowledge of EFront
• Eager to take on responsibility
• Collaborative and collegial attitude
• Willingness to travel
  
• When applying, please provide a cover letter.

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager
• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match 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 development #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

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.

Salary Range

The Base Pay range is for the primary location of the job. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported. We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don’t meet every criteria in the job description.

We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.