Associate, Portfolio Management - SLC Management

Sun Life•Boston, MA

7d•$75,000 - $133,000•Hybrid

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. Visit our website to learn more and for the most up to date AUM information. 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. WHAT IS IN IT FOR YOU: Over the past several years, the Private Fixed Income (“PFI”) portfolio has grown in assets under management across a diversified and growing range of international clients. The PFI Portfolio Management team was created to grow and manage PFI-focused client portfolios (other than Sun Life’s). The Associate, PFI Portfolio Management, will be supporting the Managing Director, Head of PFI Portfolio Management and will play a pivotal role in one of the industry’s most dynamic and sophisticated Private Fixed Income platforms. The team is the center of excellence for portfolio construction, asset allocation, and client mandate execution across a diverse set of strategies including infrastructure debt, private placements, and structured credit. The role is highly strategic, driving precision in how client capital is deployed and ensuring portfolios are built to deliver strong, consistent results. This position offers direct exposure to senior leadership, active involvement in fund and separate managed account (“SMA”) negotiations, and hands on responsibility for asset selection and portfolio design. Limited travel (less than 10%) is required for client meetings, diligence sessions, and internal collaboration.

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

2+ years 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

Demonstrated expertise in portfolio construction, SMA mandate design, and fixed income analytics, with a strong performance track record.
Lead preparation of quarterly client updates, presentations, and due diligence packages.
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.
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”).
Participate in client and prospect meetings to discuss portfolio positioning, performance drivers, and investment pipeline.

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 paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
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 in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume