Associate Director; Portfolio Management - SLC Management

Sun Life Financial • Wellesley, MA

86d

About The Position

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$387/US$286 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.

Requirements

• Client-focused and entrepreneurial mindset.
• Strong analytical, problem-solving, and detail-oriented aptitude.
• Team player that works well in cross-functional situations.
• Ability to prioritize work and manage against tight deadlines.
• Excellent communication skills with ability to explain complex concepts clearly.
• Understanding of investment grade private credit portfolios and deal types.

Nice To Haves

• At least two years of experience at an asset manager, financial institution, or consulting firm.
• Familiarity with PFI considered a strong asset.
• University or other post-Secondary education in a relevant field (e.g. Finance, Accounting or Mathematics).
• CFA, CIM, CPA or MBA designation considered an asset.
• Advanced Excel and PowerPoint skills required; Bloomberg and Aladdin considered an asset.

Responsibilities

• Conduct and enhance portfolio analytics to support portfolio management decisions and SMA mandate design.
• Review and assess eligible assets for allocation across funds and SMAs to ensure adherence to credit quality, diversification, and investment guidelines.
• Take the lead on crafting/assessing content for PFI Portfolio Management client reporting/certification and help review finalized reporting for accuracy.
• Collaborate with Portfolio Managers, Client Service, and other stakeholders to address client queries and support investor confidence.
• Identify information required and help coordinate responses for prospect Requests for Proposals (RFP).
• Lead preparation of quarterly client updates, presentations, and due diligence packages.
• Work with Portfolio Business Solutions to design user interfaces and build out PFI database tools supporting pipeline and portfolio monitoring needs.
• Participate in client and prospect meetings to discuss portfolio positioning, performance drivers, and investment pipeline.

Benefits

• Generous vacation and sick time.
• Market-leading paid family, parental and adoption leave.
• Partially-paid sabbatical program.
• Medical plans.
• Company paid life and AD&D insurance as well as disability programs.
• 401(k) plan with an employer-paid match.
• Employer-funded retirement account.
• Flexible work environment.
• Career growth development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree