Senior Director, Investment Strategy, SLC Fixed Income - SLC Management

Overview

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 $387/US $286 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.

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.

Senior Director, Investment Strategy, SLC Fixed Income SLC Management

Reporting to the President & CIO SLC Fixed Income, the Senior Director, Investment Strategy will be tasked with providing support for investment strategy initiatives, which includes evaluating, monitoring, and reporting on the financial performance and risk exposure of SLC Fixed Income investment portfolios.

This role will be responsible for analyzing and presenting performance attribution against benchmarks, conducting macro research, assessing market/credit risks, ensuring regulatory compliance, providing data-driven insights to portfolio managers to optimize investment strategies, and preparing Board ready materials.

• Support the President & CIO SLC Fixed Income in facilitating the achievement of SLC Fixed income strategic goals by understanding the nuances of the investment performance of the investment portfolios
• Conduct in-depth macro and micro research and evaluate both market and credit risks to provide expert consultation to the President & CIO, SLC Fixed Income
• Pro-actively keep up to date with current industry approved standards related to the calculation and presentation of the firm's investment performance using current knowledge and available internal and external resources
• Evaluate the performance and assess risk exposure while developing risk management solutions for the SLC Fixed Income business. Assess metrics, returns, fees, performance attribution, exposure, and risk analytics for mandates and benchmarks for the SLC Fixed Income investment portfolios
• Collaborate with staff across the entire enterprise, including members of the Office of the CIO, and other Strategy teams regarding the delivery of investment performance for various Board reviews, validating that it complies with the current standards and that it aligns with the SLC's desired mandate
• Oversee multiple initiatives concurrently to support the attainment of both SLC Fixed Income's and the broader SLC Management platform's strategic and operational performance objectives
• Establish, create and maintain a schedule of reporting deliverables in satisfaction of various deadlines for monthly, quarterly, yearly and Board reporting requirements. Ensure that all content is accurate, comprehensive, and aligned with organizational standards

• Industry Knowledge

  A deep understanding of SLC Management, Sun Life, and the associated asset classes is required. A successful candidate must demonstrate comprehensive expertise in these areas to effectively contribute to business objectives and investment strategies.

• Analytical and Decision-Making Skills

  The role demands an analytical approach and a data-driven mindset for decision-making. Candidates should be adept at leveraging both quantitative and qualitative information to navigate complex scenarios and resolve issues efficiently.

• Communication Skills

  Strong communication abilities, paired with exceptional attention to detail, are essential. The candidate must be capable of engaging effectively with individuals across a range of diverse, differing, competing, and potentially conflicting perspectives or priorities.

• Creative and Strategic Thinking

  The ability to think outside the box and apply innovative solutions to complex challenges is critical. Candidates should demonstrate strategic and creative thinking to support long-term business growth, adapt to changing environments, and ensure seamless execution at the granular level.

• Integrity and Discretion

  A high level of integrity is fundamental to the role. The candidate must recognize the…