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 in the management of the private fixed income portfolio through detailed data analytics, financial and credit analysis

• Support / maintain a large database for performance reporting purposes

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

• Specific to the Specialty Finance and Securitization team, potential investments include the acquisition of commercial lease/loan and/or consumer finance portfolios originated by small to medium sized finance companies

• Develop detailed written annual reviews

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

Requirements

• Working towards a Bachelor’s degree in a related field

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

• Detailed knowledge of Microsoft applications, including proficient use of VBA, strong knowledge of Python, SRS Reporting, Power BI, ThoughtSpot and SQL as well as Bloomberg and Capital IQ are a plus

• Experience in public and private securitization finance is considered a strong asset

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

• 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 an asset

• Strong information technology and project management skills

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.