Managing Director, Portfolio Manager, Public Fixed Income - 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 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.

Managing Director, Portfolio Manager, Public Fixed Income – SLC Management

What’s in it for you:

The Managing Director, UK Portfolios is a key member of the UK & Canadian investment team. This position will be largely focused on the investment activities related to our UK clients.

The role involves; managing investment portfolios, trading fixed income securities, funding and hedging non-public asset classes, interacting regularly with Portfolio Management and ALM teams across Sun Life, and provide value added investment solutions to various business units across Sun Life enterprise.

What you will do:

• Assist in the management of liability-driven investment portfolios including both portfolio management duties and trading for portfolios covering fixed income, derivatives and other related securities.
• Trade corporate, supra-sovereign, government and inflation linked bonds to provide risk adjusted returns to the client(s). Review and assess relative value opportunities for sector and individual security positions.
• Oversee interest rate positioning across all asset portfolios. Manage key rate duration (KRD) within strict limits and where appropriate utilize derivative and other strategies.
• Assist in the funding and hedging of all non-marketable asset placements. Ensure the portfolios meet liquidity tests and minimum cash requirements.
• Assess relative value of investing in foreign corporate bonds within appropriate risk frameworks.
• Regularly reviewing portfolios to ensure compliance with investment policy guidelines, analyzing performance, and attend meeting with client(s)
• Communicate effectively across the organization to develop and maintain close relationships with other portfolio managers, traders, research analysts, relationship managers, and finance to respond to client requests.
• Collaborate with the credit research team to ensure that their insights are effectively incorporated into our investment strategies and work to improve the efficiency of this process.
• Utilize organizational skills to prioritize high value tasks in a fast-paced environment while maintaining a detailed focus on the quality of the deliverables.

What you will need to succeed:

• Masters or undergraduate degree in finance, economics or a related discipline.
• CFA designation.
• On-going commitment to the investments industry evidenced by memberships, affiliations and participation in relevant industry groups.
• Previous fixed income portfolio management experience preferably in the European or North American fixed income markets.
• Proficiency in Bloomberg, Blackrock Aladdin, electronic trading and/or other fixed income technologies would be preferred.
• Practical knowledge of the asset classes in which SLC invests (publics, privates, derivatives, mortgages, structured products) and hedging strategies for risks, such as interest rate and foreign exchange risk.
• Ability to work independently in an agile work environment to achieve targets and meet deadlines.
• Effective written and verbal communication skills. Strong attention to detail and understanding of the need for accuracy.
• A collaborative work style and positive attitude.

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

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.