Associate Director, Private Fixed Income (Specialty Finance and Securitizat

at  SLC Management

Waterloo, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate12 Feb, 2025USD 84000 Annual14 Nov, 20243 year(s) or aboveCredit,Finance,Mathematics,EconomicsNoNo
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Description:

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.

PREFERRED SKILLS:

  • 3-5 years of relevant experience
  • Bachelor’s degree in Finance, Accounting, Economics, Engineering, or Mathematics
  • MBA and/or CFA (or progress towards) considered an asset
  • Private securitization or structured credit background gained in a transaction, analytical or credit role
  • Work on a cross-functional basis with other teams at SLC Management

SALARY RANGE

84,000/84 000 - 131,500/131 500
The Base Pay range is for the primary location of the job. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
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.

Responsibilities:

  • Managing a segment of the SFS portfolio with direct originator contact by overseeing portfolio management activities including decisions pertaining to funding, structuring, credit review, legal documentation, consents, etc.
  • Support senior SFS staff with new origination opportunity reviews, analysis, modeling, structuring, legal documentation
  • Contribute to the governance of SFS’s business activities, particularly with respect to monthly and quarterly performance and financial reporting requirements as well as participating in SFS’s governance and originator specific review and audit process
  • Develop value-added reporting including trends in portfolios, across portfolios and asset classes
  • Periodically lead initiatives in developing templates, portfolio analytics and best in class processes to support a growing portfolio
  • Take an active role in helping build SFS’s market position via, inter alia, a presence at industry associations such as the Canadian Finance and Lease Association (CFLA), the Canadian Lenders Association (CLA), and Equipment Leasing and Finance Association (ELFA)
  • Work closely with internal teams including Portfolio Management, Administration and Portfolio Analytics to ensure that they have a good understanding of our transactions
  • From time to time, assist internal auditors, external auditors, OSFI or others in their review of our business
  • Collaborate with other Private Fixed Income teams to ensure that potential cross-sell opportunities are identified
  • Respond to a variety of problems and inquiries.


REQUIREMENT SUMMARY

Min:3.0Max:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

MBA

Proficient

1

Waterloo, ON, Canada