Associate Director, Private Fixed Income - SLC Management

Associate Director, Private Fixed Income - SLC Management

Associate Director, Private Fixed Income - SLC Management

Apply locations Toronto, Ontario time type Full time posted on Posted 5 Days Ago job requisition id JR00106866

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.

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.

Job Description:

What Is in It for You:

The role entails performing investment analysis and credit underwriting including identifying investment opportunities, performing industry research, financial and comparable analysis, operational and legal due diligence, drafting investment memos, and participating in presenting investment recommendations to the investment committee. Investment scope includes senior secured debt financing across a wide range of sectors including real asset financing, contract financing, structured debt transactions, and select private real estate financing. The successful candidate will also be responsible for monitoring and managing an existing portfolio of investments as well as assisting with business development activities.

• Identifies and analyzes potential debt investment opportunities, across a range of asset types and structures, within private real asset, structured debt, and private real estate. The investments will have a diverse geographic focus including USA, Canada, Europe, and Australia.
• Performs credit analysis, industry research, financial, operating, and legal due diligence including integration of environmental, social and governance (ESG) factors, to recommend suitable investment opportunities.
• With oversight from senior management, negotiates transaction terms, debt structure, legal documents, and consent requests.
• Prepares detailed written investment recommendations.
• Works with internal counsel, external counsel, Sponsors/Borrowers, and other third-party stakeholders to mitigate risk and execute transactions.
• Quantifies and interprets the financial impact of the investment including risks and opportunities, to help meet business goals with respect to volume targets, credit quality, asset diversification and risk/return metrics.
• Provides ongoing monitoring, management and reporting of an existing portfolio of investments to ensure compliance with internal and external guidelines.
• Participates in business development activities. Develops further expertise in originating new investment opportunities, broadening the origination platform, and identifying new growth areas for the team.
• Maintains in-depth understanding of current market trends, macro-economic factors, and capital market dynamics. Participates in various ad-hoc projects as they arise.

WHAT YOU WILL DO:

• Proactive, takes initiative, and is self-motivated.
• 4-6 years of experience in either commercial real estate investing, real asset investing, infrastructure, private debt, private equity, other credit-focused role, and/or investment banking.
• Bachelor’s degree or post-secondary education. MBA, CFA, or accounting designation preferred.
• Proficient with Excel and financial analysis and modeling skills.
• An understanding of fundamental investment principles and credit underwriting, with strong financial analysis, and technical risk assessment skills.
• Ability to comprehend and analyze financial statements.
• Familiarity with legal documentation associated with secured debt transactions.
• Intellectual agility, quick learning, and innovative problem solving skills.
• Very strong communication skills, with proficiency to clearly and confidently communicate and present, both orally and in writing to individuals at various levels within the organization.
• Strong interpersonal skills with ability to comfortably build constructive business relationships with external and internal parties.
• Strong organizational and time management skills to work independently and under tight timelines in a high-performance environment.
• Cooperative, collegial and ability to work effectively in a team environment.

PREFERRED SKILLS:

• Bachelor's degree or post-secondary education is required.
• MBA, CFA, and/or accounting designation is preferred.
• 4-6 years of relevant experience.
• Experience with Bloomberg, Foreign Currency Swaps, and CoStar or other third-party data sources would be considered an asset, though not required.

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.

Job Category:

Private Fixed Income Management

Salary Range: 84,000/84 000 - 131,500/131 500

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.