The Position

Our ideal candidate has a desire to learn, solve challenges and embrace change. Natural leadership skills and an ability to work independently while thriving in a team setting are key attributes for success. This role needs your financial statement and investment analysis skills to support and contribute to management of the PFI portfolio, through the monitoring of existing private debt investments. There are real opportunities to contribute to the due diligence of new investments and participate in investor meetings.

Responsibilities

• Assist members of the Private Fixed Income team in the management of existing investments through detailed financial modelling and analysis

• Develop detailed written annual reviews, financial analysis, models and amortization schedules

• Complete annual review and credit risk scorecards

• Prepare management reports on the status and performance of the portfolio

• Evaluate potential investments for portfolio suitability by conducting company and industry research, comparable analysis and due diligence

• Determine whether the risk-return profile is acceptable

• Prepare detailed investment memos

Requirements

• Bachelor’s degree in related field and/or coursework toward MBA; Graduation date between December 2026- June 2027

• Understanding of the fundamental principles of debt and equity markets and instruments

• Ability to analyze financial statements, calculate a broad range of financial ratios and interpret and communicate results

• Detailed knowledge of Microsoft applications, proficient use of Bloomberg and Capital IQ are a plus

• Strong interpersonal skills and professional presentation

• Ability to work both independently and collaboratively and eager to take on responsibility

• Comfortable interacting and leading discussion with internal and client senior leaders

• Polished oral and written communication skills and detail oriented

• Established organizational abilities and time management skills with ability to multitask

• Accountable and willing to take ownership of work performed

• Advanced problem solving and conceptual thinking skills

• Balanced experiences in academics and extra-curricular activities

• Progress towards CFA designation is a plus

Benefits

• 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

Company
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 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 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.