Associate, Portfolio Management - Slc Management

SunLife

Multiple Locations
Base: $75k - $133k; bonus/equity: discretionary an...
Portfolio construction expertise
Fixed income analytics
Sma mandate design
The Associate will play a pivotal role in managing Private Fixed Income portfolios and work closely with senior leadership on fund and SMA negotiations

Job Summary

  • The Associate will play a pivotal role in managing Private Fixed Income portfolios and work closely with senior leadership on fund and SMA negotiations.
  • The position offers a flexible work environment with a mix of in-office and virtual work, and excellent benefits supporting mental, physical, and financial well-being.
  • SLC Management is a growing global institutional asset manager with an inclusive culture focused on career growth and development.

Matching Summary

The Associate will play a pivotal role in managing Private Fixed Income portfolios and work closely with senior leadership on fund and SMA negotiations.

Salary

Base: $75K - $133K; Bonus/Equity: Discretionary annual incentive award; Benefits: Comprehensive wellness and retirement programs

Skills & Requirements

Must-have

  • Portfolio construction expertise
  • Fixed income analytics
  • SMA mandate design
  • Client communication and presentations
  • Asset allocation and credit quality review
  • Advanced Excel and PowerPoint skills

Nice-to-have

  • Entrepreneurial mindset
  • Team player in cross-functional settings
  • Strong problem-solving aptitude
  • Understanding of private credit portfolios
  • Familiarity with Bloomberg and Aladdin

Key Requirements

  • 2+ years experience at asset manager or financial institution
  • University degree in Finance, Accounting, or Mathematics
  • CFA, CIM, CPA or MBA designation considered an asset
  • Limited travel less than 10%
  • Experience with Private Fixed Income (PFI) preferred

Work Rights

Not specified

Tailored Resume

Cover Letter