Associate Director, Private Fixed Income - SLC Management
About The Position
SLC Management is seeking an Associate Director to join its Corporate Private Placement team in Wellesley, Massachusetts. The role contributes to the investment-grade portfolio objectives of the Private Fixed Income group through origination, credit underwriting, and portfolio management. The group manages more than $41 billion in private debt on behalf of Sun Life Financial and third-party clients, and its annual investment program exceeds $8 billion. The successful candidate will help grow the Corporate Private Placement business and manage private debt investments. The role involves evaluating and structuring investment opportunities, preparing investment and portfolio analyses, and negotiating transactions. The position requires strong financial statement analysis and investment analysis, independent judgment, leadership, and the ability to collaborate effectively. SLC Management generally expects employees to work in-office three or more days each week, with flexibility based on business, client, and team needs. The position is eligible for a discretionary annual incentive award and a broad range of benefits. The US base salary range is $106,750 to $177,000.
Requirements
- Bachelor’s degree required.
- At least 2 years of relevant post-undergraduate work experience.
- Strong written communication skills demonstrated through professional experience.
- Investment and accounting proficiency demonstrated through professional experience.
- Understanding of 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 and proficient use of Bloomberg and Capital IQ.
- Ability to work independently and collaboratively and willingness to take on responsibility.
- Comfort interacting with senior leaders and leading discussions.
- Organizational and time-management skills, including the ability to multitask.
- Advanced problem-solving and conceptual-thinking skills.
Nice To Haves
- Progress toward or completion of the CFA designation.
- Exceptional credit underwriting capabilities, including rating analysis, financial modeling, risk-return assessment, and understanding of legal structures.
- Relationship-building and negotiation skills demonstrated through outreach to banks, brokers, borrowers, rating agencies, and institutional investment peers.
- Detail-oriented portfolio management skills, including experience with consents, quarterly and annual investment monitoring, and credit ratings.
- Ability to contribute to new business volume targets by sourcing, analyzing, and structuring investment opportunities with acceptable risk-return profiles.
- Strong interpersonal and professional presentation skills, demonstrated leadership capabilities, and ability to network within the organization and the broader private placement market.
Responsibilities
- Originate investment opportunities in the investment-grade market, primarily corporate private placement transactions.
- Prepare investment memoranda through credit underwriting, financial modeling, and analysis.
- Develop written annual reviews, financial analyses, models, and amortization schedules.
- Perform credit rating analysis using peer comparables and credit risk scorecards.
- Prepare management reports on portfolio status and performance.
- Evaluate potential investments for portfolio suitability through company and industry research, credit and relative-value comparisons, and due diligence.
- Assess whether investment risk-return profiles are acceptable through credit and pricing comparable analysis.
- Negotiate deal bidding and legal documentation on behalf of clients.
Benefits
- Generous vacation and sick time.
- Paid family, parental, and adoption leave.
- Partially paid sabbatical program.
- Medical plans.
- Company-paid life and AD&D insurance.
- Disability programs.
- 401(k) plan with an employer-paid match.
- Employer-funded retirement account.
- Stock Purchase programs.
- Wellness programs supporting mental, physical, and financial well-being.
- Flexible work environment.
- Career growth and development opportunities.
- Discretionary annual incentive award based on individual and overall business performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
