Associate Director, Accounting and Finance

3 days ago


Waterloo, Canada Sun Life Financial Full time
p>Associate Director, Private Fixed Income (Specialty Finance and Securitization) - SLC Management

Locations: Waterloo, Ontario
Time Type: Full time
Posted on: Posted Today
Job Requisition ID: JR00104206

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. 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. p>

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.

Job Description:

What’s In It For You:

As an Associate Director, Specialty Finance and Securitization (“SFS”), you will be part of a team that manages a privately structured portfolio of lease and loan receivables, both consumer and commercial, approaching $3.5 billion across 30 facilities. The candidate will be responsible for the account management of some existing origination relationships and will support more senior staff on various other relationships and new business activities. The role is multi-faceted entailing sourcing, negotiating, structuring, pricing and funding transactions, credit and business analysis (appropriate enhancement levels, suitability of credits, capability of servicer, analysis of financials, review of systems, backup servicer arrangement) and supporting ongoing performance monitoring. The candidate is expected to be inquisitive and eager to learn, highly detail-oriented, have a team-first and can-do attitude, possess strong analytic capabilities, and have the ability to manage multiple tasks.

What You Will Do:

  1. 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.
  2. Support senior SFS staff with new origination opportunity reviews, analysis, modeling, structuring, and legal documentation.
  3. 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.
  4. Develop value-added reporting including trends in portfolios, across portfolios, and asset classes.
  5. 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).
  6. Work closely with internal teams including Portfolio Management, Administration, and Portfolio Analytics to ensure that they have a good understanding of our transactions.
  7. Collaborate with other Private Fixed Income teams to ensure that potential cross-sell opportunities are identified.
  8. Structured credit knowledge, including experience with public or private securitization structures.
  9. Applicable experience gained from prior responsibilities in corporate finance, investment banking, corporate lending, securities investing, or private placements.
  10. Understanding of legal documentation.
  11. Strong organizational abilities and ability to prioritize and manage multiple projects in a time-sensitive manner.
  12. Bachelor’s degree in Finance, Accounting, Economics, Engineering, or Mathematics.
  13. CPA, MBA and/or CFA (or progress towards) considered an asset.
  14. Private securitization or structured credit background gained in a transaction, analytical, or credit role.
  15. Work on a cross-functional basis with other teams at SLC Management.

Why SLC Management?

  1. Opportunity to work for a growing global institutional asset manager.
  2. Pension, stock, and savings programs with an employer-paid match to help build and enhance your future financial security.
  3. A flexible work environment with a friendly, caring, collaborative, and inclusive culture focused on career growth development.
  4. The opportunity to move along a variety of career paths with amazing networking potential.


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