Municipal Credit Research Analyst - SLC Management

Sun Life Financial Wellesley Hills , MA 02481

Posted 2 months ago

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

SLC Management is a global institutional asset manager that provides innovative and diversified solutions to meet our clients' evolving needs. Our history of organic and strategic growth reflects this commitment with over CA$303/US$227 billion in assets under management.

We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. 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 and live by a set of core values that put our clients' needs and goals first. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a collaborative, inclusive environment, focused on growth and opportunity, where you will be encouraged and empowered to meet the challenges of a highly competitive landscape.

We are looking for talented professionals at all stages of their financial careers: those who are ready to learn, those who are ready to innovate, and those who are ready to lead.

Visit us at https://www.slcmanagement.com/inv

RESPONSIBILITIES

  • Research and perform fundamental credit analysis of municipal issuers to assess financial and operational strength, bond structure, and suitability for clients

  • Document research and investment recommendations for a variety of audiences - internal use by traders and portfolio managers, inclusion in our research database, client presentations or reports, etc.

  • Prepare reports or presentations relating to the municipal market in response to client questions or requests

  • Give presentations to clients on the municipal market, portfolio holdings, sector outlooks, etc.

  • Monitor economic, demographic, regulatory, legal, and political changes to determine the impact on municipal issuers, sectors and investment strategy

  • Work across the organization with traders, portfolio managers, accountants, and actuaries to respond to client requests

  • Support growth by working on prospective client portfolio reviews, finals presentations, etc.

SKILLS

  • Self-motivated and self-directed, effectively manage and coordinate multiple projects and tasks

  • Strong attention to detail given the importance of client reporting and bond structure in the municipal market

  • Strong presentation skills

  • Communicate clearly and concisely, both orally and in writing

  • A collaborative work style and positive attitude

  • Advanced computer skills, including experience with Bloomberg and Microsoft Office products

  • Ability to remain calm and objective in the face of periods of excessive optimism or extreme pessimism in the capital markets.

QUALIFICATIONS/REQUIREMENTS

  • 3+ years of municipal research experience

  • Undergraduate degree

  • MBA and/or CFA or CFA candidacy a plus

  • Ability to pass a background check

  • Must be able to respond negatively to a Disciplinary History Questionnaire as required by securities regulations

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

Job Category:

Public Fixed Income Management

Posting End Date:


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Municipal Credit Research Analyst - SLC Management

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