Private Fixed Income

Description:

SLC’s Private Fixed Income (PFI) team, is one of the largest private debt investors in North America. Investors gain access to actively managed investment grade and high yield private fixed income strategies. SLC’s PFI team is responsible for investment management of over $45 billion of private debt investments that are invested in three third party funds totalling over $5 billion of committed capital and on behalf of the general balance sheet of Sun Life Financial. The cross-border team of almost 60 investment professionals is divided across 6 groups including: private securitization finance, mid-market debt, PFI portfolio management, project finance, private real estate finance and private corporate debt. 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 SLC to achieve yields in excess of comparably rated public securities. The private fixed income investments, as well as the breadth and depth of SLCs private fixed income portfolio provides SLC 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.

For more information about the team, visit us at https://www.slcmanagement.com/inv.

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 members of the Private Fixed Income team in the management of existing investments through detailed financial modelling 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, comparable analysis, and due diligence

• Determine whether the risk-return profile is acceptable

• Prepare detailed investment memos