Sun Life

Director, Structured Products Analyst

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Wellesley Hills • Massachusetts • New York • United States

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Salary

💰 $124,250 - $171,250 per year

Job Level

Lead

About the role

  • Provide fundamental structured credit analysis within the CMBS, ABS, and MBS sectors
  • Develop and maintain close relationships with portfolio managers, traders, other research analysts, communicating and collaborating effectively to review investment opportunities and provide market updates
  • Utilize analytical skills to leverage existing portfolio management systems and third-party surveillance tools to provide timely updates, opinions of value and engage portfolio managers on potential transaction opportunities
  • Communicate effectively with active issuers to deepen research relationships and acquire advancement knowledge with the goal of improving ideas and access to investments
  • Recommend individual and/or sector investments with an owner’s mindset putting the interests of our clients first
  • Support growth by working on prospective client portfolio reviews, finals presentations, etc
  • Participate in team discussions on economic and market trends, being willing to challenge consensus views

Requirements

  • Undergraduate degree
  • 6+ years of Analyst and/or market experience
  • MBA, CFA or candidacy a plus
  • Knowledge and/or experience in Structured Products, ~ CMBS, ABS or MBS
  • Self-motivated and self-directed, effectively manage and coordinate multiple projects and tasks under strict deadlines
  • Strong attention to detail and understanding of the need for precision when trading
  • Communicate clearly and concisely, both orally and in writing
  • A collaborative work style and positive attitude
  • Proficiency in Microsoft Office, Bloomberg, Aladdin, as well as fixed income technologies specific to structured products (Trepp, Intex, KBRA)
  • The ability to remain calm and objective in the face of periods of excessive optimism or extreme pessimism in the capital markets.
Benefits
  • Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial
  • Generous vacation and sick time
  • Market-leading paid family, parental and adoption leave
  • Partially-paid sabbatical program
  • Medical plans
  • Company paid life and AD&D insurance as well as disability programs
  • Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
  • Flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development
  • 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 in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
structured credit analysisportfolio managementinvestment recommendationsmarket analysisfinancial modelingrisk assessmentdata analysistransaction evaluationattention to detailproject management
Soft Skills
communicationcollaborationself-motivationself-directiontime managementpositive attitudecritical thinkingteamworkadaptabilityobjectivity
Certifications
MBACFACFA candidacy