Associate Director, Municipal Credit Research Analyst - SLC Management - Sun Life Financial

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.

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.

Associate Director, Municipal Credit Research Analyst

What is in it for you:
 

The Municipal Credit team is responsible for managing the municipal holdings of Sun Life’s third-party asset management business.  The Municipal Credit Research team works closely with portfolio managers and traders; analysts’ responsibilities including recommending portfolio additions/deletions based on credit fundamentals, municipal investment strategy, and client needs, monitoring existing portfolio holdings, responding to client questions and requests, working with marketing to review prospective client portfolios and participating in cross sector discussions.

The Associate Director, Municipal Credit Research Analyst position is expected to work independently in evaluating and monitoring municipal credits, actively contributing to municipal team discussions regarding market developments, and helping respond to client and marketing requests.  A successful candidate must have the ability to be a value-added partner to portfolio managers, traders, and analysts on the team.  An interest and/or ability to drive process improvements through technology would be a plus.

What you will do:

• Perform fundamental credit research of municipal issuers to assess financial and operational strength, bond structure, and suitability for clients.
• Monitor economic, demographic, regulatory, legal, and political changes to determine the impact on municipal issuers, sectors and investment strategy.

• Monitor existing portfolio positions.
• Document research and investment recommendations for a variety of audiences - traders and portfolio managers, inclusion in our research database, client presentations or reports, etc.
• Work across the organization with traders, portfolio managers, accountants, and actuaries to respond to client requests.

• Assist in the preparation and presentation of materials for credit, sector, or topical reviews.
• Provide support on various ESG and Sustainable Investing initiatives.
• Other ad-hoc projects within the team and/or across different investment asset groups to support improving our investment process and helping implement technology enhancements.

What you will need to succeed:

• 5+ years of experience related to municipal analysis.
• Bachelor’s degree.
• Ability to work independently in a time sensitive environment and willingness to contribute insights in team discussions.
• Strong communication skills (verbal and written)
• Strong desire to learn and be inquisitive
• Ability to make decisions with limited and imperfect information
• Ability to work under pressure and be willing to challenge consensus views

ADDITIONAL SKILLS (OR PREFERRED SKILLS): 

• Quantitative skills and interest preferred.
• MBA and/or CFA or progress toward CFA designation a plus.

For roles based in WA, the salary range for this position is $84 - $163k.  

We consider various factors in determining actual pay including your skills, qualifications, and experience.  In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.  

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.

We consider various factors in determining actual pay including your skills, qualifications, and experience.  In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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