Pfi Investment Analyst Intern, 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 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 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.

Our intern and new graduate programs offer a chance to explore careers within SLC Management. 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.

**Role Summary**

SLC’s Private Fixed Income (PFI) team is one of the largest private debt investors in North America. The team is responsible for investment management of over $40 billion of private debt investments that are invested, on behalf of the general balance sheet of Sun Life Financial and that are invested in three, third-party funds totaling over $5 billion of committed capital. The cross-border team of nearly 50 investment professionals is divided across 3 verticals: Corporate Credit, Infrastructure Debt, and Structured Credit. The PFI team has an annual investment program in excess of $8 billion. PFI holdings are comprised of high-quality investments that are highly negotiated and customized, which has allowed Sun Life to achieve yields in excess of comparably rated public securities. The private fixed income investments, as well as, the breadth and depth of Sun Life’s private fixed income portfolio provides Sun Life with a meaningful competitive advantage. PFI team’s investment philosophy, discipline, team approach and deep expertise have enabled it to achieve a leading market position.

**What will you do?**
- Assist in the management of the private fixed income portfolio through detailed data analytics, financial and credit analysis
- Support / maintain a large database for performance reporting purposes
- Evaluate potential investments for portfolio suitability by conducting company and industry research, comparable analysis and due diligence
- Specific to the Specialty Finance and Securitization team, potential investments include the acquisition of commercial lease/loan and/or consumer finance portfolios originated by small to medium sized finance companies
- Develop detailed written annual reviews
- Prepare management reports on the status and performance of the portfolio

**Objectives & Goals**

1. Technical Skills
- Ability to manage a large volume of data effectively and efficiently as well as enhance data analytics
- Complete assigned portfolio management responsibilities including consents, investment monitoring reports, quarterly investment monitoring requirements and credit ratings in accordance with Credit Risk Scorecards
- Contribute to New Business Volume targets by assisting with the sourcing, analyzing and structuring investment opportunities that demonstrate an acceptable risk/return relationship

2. Understand the Organization
- Network within the organization
- Attend training sessions about SLC Management

3. Personal Development
- Refine investing skills
- Develop business writing skills
- Improve technical analysis skills
- Improve interpersonal skills

**What do you need to succeed?**
- Working towards a Bachelor’s degree in a related field
- Understanding of the fundamental principles of debt and equity markets and instruments
- Experience in public and private securitization finance is considered a strong asset
- Ability to analyze financial statements, calculate a broad range of financial ratios and interpret and communicate results
- Strong interpersonal skills and professional presentation
- Ability to work both independently and collaboratively and eager to take on responsibility
- Comfortable interacting and leading discussion with internal and client senior leaders
- Polished oral and written communication skills and detail oriented
- Established organizational abilities and time management skills with ability to multitask
- Accountable and willing to t