Director, IX Platform, Private Fixed Income (PFI) - SLC Management

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.

Director, IX Platform, Private Fixed Income (PFI)

As a member of our Investment (“IX”) Platform, this Director, IX Platform supports the PFI front office team and plays a critical role in supporting Sun Life Capital Management's (SLC's) Private Fixed Income business. This position is responsible for supporting front office reporting and analytics needs related to the PFI portfolio and serves as a key liaison between front office teams and the rest of the organization. The ideal candidate will have a strong commercial mindset, deep knowledge of private fixed income, and the ability to deliver high-quality insights under tight timelines.

Key Responsibilities

• Lead the PFI Governance team in providing critical support to front office, sales, and client service teams
• Lead special projects and "deep dive" data analysis for all existing and prospective PFI clients
• Leverage eFront, Aladdin, and other systems to produce analytics and reporting for RFP responses and client requests
• Collaborate with the PFI Deal Management and other teams to ensure data quality and governance in eFront
• Identify opportunities to improve processes and leverage technology (e.g. AI) to enhance efficiency
• Provide thought leadership on best practices for private markets governance and reporting
• Manage the process of reporting Investments Causing Concern (ICC) for PFI investments
• Ensure regulatory compliance with covenant monitoring requirements

Qualifications

• 7+ years of experience in private fixed income, credit analysis, investment operations or related field
• CFA and/or accounting designation preferred, but not required
• Strong analytical and problem-solving skills with attention to detail
• Excellent project management and organizational abilities
• Ability to work effectively under pressure and manage competing priorities
• Strong communication skills and ability to interact with all levels of the organization
• Proficiency with financial systems and data analysis tools (e.g. eFront, Aladdin, PowerBI)
• Commercial mindset and understanding of client/business needs

Additional Information

This is a high-visibility role that interacts extensively with senior leadership and a key member of the IX Platform. The position offers significant opportunity for growth and development within Sun Life Capital Management's investment platform. The role can be demanding with tight deadlines, but offers exposure to a wide range of private market transactions and strategies.

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

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.

Salary Range

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 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.