Pfi Investment Analyst Intern, Slc Management - Waterloo Summer Opportunity

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$422/US$304 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.

Our intern and new graduate programs offer a chance to explore careers within SLC Management. 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.

Job Description:

Role Summary

SLC’s Private Fixed Income (PFI) team is one of the largest private debt investors in North America. The team is responsible for investment management of over $40 billion of private debt investments that are invested, on behalf of the general balance sheet of Sun Life Financial and that are invested in three, third-party funds totaling over $5 billion of committed capital. The cross-border team of nearly 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 investments that are highly negotiated and customized, which has allowed Sun Life 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 real opportunities to contribute to the due diligence of new investments and participate in investor meetings.

What will you do?

• Assist in the management of the private fixed income portfolio through detailed data analytics, financial and credit analysis

• Support / maintain a large database for performance reporting purposes

• Evaluate potential investments for portfolio suitability by conducting company and industry research, comparable analysis and due diligence

• Specific to the Specialty Finance and Securitization team, potential investments include the acquisition of commercial lease/loan and/or consumer finance portfolios originated by small to medium sized finance companies

• Develop detailed written annual reviews

• Prepare management reports on the status and performance of the portfolio

Objectives & Goals

1. Technical Skills

• Ability to manage a large volume of data effectively and efficiently as well as enhance data analytics

• 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

2. Understand the Organization

• Network within the organization

• Attend training sessions about SLC Management

3. Personal Development

• Refine investing skills

• Develop business writing skills

• Improve technical analysis skills

• Improve interpersonal skills

What do you need to succeed?

• Working towards a Bachelor’s degree in a related field

• Understanding of the fundamental principles of debt and equity markets and instruments

• Detailed knowledge of Microsoft applications, including proficient use of VBA, strong knowledge of Python, SRS Reporting, Power BI, ThoughtSpot and SQL as well as Bloomberg and Capital IQ are a plus

• Experience in public and private securitization finance is considered a strong asset

• Ability to analyze financial statements, calculate a broad range of financial ratios and interpret and communicate results

• Strong interpersonal skills and professional presentation

• Ability to work both independently and collaboratively and eager to take on responsibility

• Comfortable interacting and leading discussion with internal and client senior leaders

• Polished oral and written communication skills and detail oriented

• Established organizational abilities and time management skills with ability to multitask

• Accountable and willing to take ownership of work performed

• Advanced problem solving and conceptual thinking skills

• Balanced experiences in academics and extra-curricular activities

• Progress towards CFA designation is an asset

• Strong information technology and project management 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 3 days in office with flexibility depending on their client, business and teams need.

OFFICE LOCATION

SLC Management Office: Waterloo King, 227 King St S, Waterloo, ON N2J 1R2.

If you are interested in a position, please submit a cover letter, resume and transcript.

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 maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• 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” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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.

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