Job Description

Private Fixed Income Analyst Intern

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.

Job Description: SLC Management is a global institutional asset manager that provides innovative and diversified solutions to meet our clients' evolving needs. Our history of organic and strategic growth reflects this commitment with over $299 billion in assets under management.

We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1,300 organizations. 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.

Role Summary: We are seeking an intern for a fulfilling summer internship as a Private Fixed Income Analyst, contributing to the investment grade portfolio objectives of the Private Fixed Income (PFI) group.

SLC's Private Fixed Income team is one of the largest investment grade private debt investors in North America. The team is responsible for investment management of over $41 billion of private debt, invested and managed on behalf of the balance sheet of Sun Life Financial and a growing third-party client base. The cross-border team of 50+ investment professionals is divided across 3 verticals: Corporate Credit, Infrastructure Debt, and Structured Credit. The PFI team has an annual investment program in excess of $8 billion. PFI holdings are comprised of high-quality, investment grade transactions that are highly negotiated and customized, which has allowed SLC to achieve yields in excess of comparably rated public securities. The private fixed income investments, as well as, the breadth and depth of Sun Life's private fixed income portfolio provides Sun Life with a meaningful competitive advantage. PFI team's investment philosophy, discipline, team approach and deep expertise have enabled it to achieve a leading market 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 also real opportunities to contribute to the due diligence of new investments and participate in investor meetings.

Key Responsibilities:

• Assist members of the Private Fixed Income team in the management of existing investments through detailed financial modeling and analysis;
• Develop detailed written annual reviews, financial analysis, models and amortization schedules,
• Complete annual review and credit risk scorecards;
• Prepare management reports on the status and performance of the portfolio;
• Evaluate potential investments for portfolio suitability by conducting company and industry research, credit and relative value comparable analysis, due diligence;
• Determine whether the risk-return profile is acceptable through credit and pricing comparable analysis;
• Prepare detailed investment memos.

Qualifications:

• Bachelor's degree
• Minimum two years of post-undergraduate work experience
• Progress toward MBA, with graduation date between December 2026- June 2027
• Investment and accounting proficiency as evidenced by coursework and/or professional experience
• Strong written skills as evidenced by coursework and/or professional experience
• Understanding of the fundamental principles of debt and equity markets and instruments
• Ability to analyze financial statements, calculate a broad range of financial ratios and interpret/communicate results
• Detailed knowledge of Microsoft applications, proficient use of Bloomberg and Capital IQ are a plus
• Strong interpersonal skills and professional presentation, with demonstrated leadership capabilities
• Ability to work both independently and collaboratively and eager to take on responsibility
• Comfortable interacting and leading discussion with internal and client senior leaders
• Established organizational abilities and time management skills with ability to multitask
• Advanced problem solving and conceptual thinking skills
• Progress towards CFA designation is a plus

Objectives and Goals:

• Technical Skills: Complete assigned portfolio management responsibilities including consents, investment monitoring reports, quarterly investment monitoring requirements and credit ratings in accordance with Credit Risk Scorecards
• Contribute to New Business Volume targets by assisting with the sourcing, analyzing and structuring investment opportunities that demonstrate an acceptable risk/return relationship
• Understand the Organization: Network within the organization
• Attend training sessions about SLC Management
• Personal Development: Refine investing skills, Develop business writing skills, Improve technical analysis skills, Improve interpersonal skills

Hybrid Work Model: SLC Management operates in a hybrid environment with a mix of in-office and virtual work where our employees are empowered to do their best. Generally employees are expected to work Monday-Thursday in office with flexibility depending on their client, business and teams need.

Office Location: SLC Management Office: 96 Worcester Street, Wellesley, MA 02481

If you are interested in a position, please submit a cover letter, resume and transcript. Sun Life Financial is an equal opportunity employer. Legal authorization to work in the country/region where the business is hiring is required. We will not sponsor individuals for employment visas, now or in the future, for this job. We welcome applications from qualified individuals from all backgrounds. 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.

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 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

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.

Sun Life

Job Tags

Work experience placement, Summer work, Summer internship, Work at office, Visa sponsorship, Work visa, Flexible hours, 3 days per week,

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