Lead- Private Fixed Income Operations

4 - 8 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Role Overview: As a Lead - Private Fixed Income Operations at SLC Management, you will be part of the Investment Services and Operations Group responsible for administering and reporting non-public investments and loans to corporations globally. Your role will involve managing a diverse investment portfolio, including bonds, debentures, limited partnerships, lease securitization, and project financing. Key Responsibilities: - Accurately process and report on trade, cash, and corporate action lifecycle activities in a timely manner - Troubleshoot basic trade, cash, and corporate action issues and identify discrepancies in the data - Communicate issues clearly to immediate team members - Meet individual performance targets and contribute to team performance metrics - Understand and apply fundamental investment operations concepts - Complete assigned tasks efficiently and manage multiple priorities effectively Qualification Required: - Bachelor's degree in Finance, Business Administration, or related field / Full-time MBA (Finance) - 4 - 6 years of previous experience in Investment Operations, Asset Servicing, or Financial Administration - Strong analytical and problem-solving skills - Strong verbal and written communication skills - Proficiency in Microsoft Office suite, particularly Excel - ability to create, manipulate and interpret data/spreadsheets; comfortable working with formulas, vlookups, pivot tables - Knowledge of financial markets and investment products - Excellent attention to detail - Ability to work effectively in a fast-paced, team-oriented environment Additional Details: The Private Fixed Income Operations department at SLC Management handles an investment portfolio of approximately $41 billion, comprising various financial instruments like bonds, debentures, limited partnerships, lease securitization, and project financing. As a Middle Office Specialist/Analyst, you will play a vital role in supporting investment operations and ensuring the efficient execution of trade, cash, and corporate action lifecycles. Your role will involve collaboration with different teams to maintain accurate processing and contribute to operational efficiency.,

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Sun Life

Financial Services

Toronto

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