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Form of workSLC Management Inc. is an international financial services organization providing a diverse range of wealth accumulation and protection products and services. The Company provides insurance, mutual funds, annuities, pensions, investment management, trust services, and banking services. Sun Life serves individuals and corporate customers worldwide.
Role – Within the Valuation team, Valuation Analyst will assist in valuing a multibillion-dollar block of derivatives and complex securities portfolio, with the opportunity to grow into a significant value-add role as a valuation expert.
Skills/Capabilities
· Ability to understand financial analysis / investments / valuation process
· Basic Maths / Quants knowledge
· Analytical ability to evaluate data trends and performance
· Proficient on MS Excel and MS Office
· Ability to learn fast and replicate the best practices
· Ability to learn via remote trainings and effectively deliver the same
· Decision making ability supported with data
· Able to
...SLC Management Inc. is an international financial services organization providing a diverse range of wealth accumulation and protection products and services. The Company provides insurance, mutual funds, annuities, pensions, investment management, trust services, and banking services. Sun Life serves individuals and corporate customers worldwide.
Role – Within the Valuation team, Valuation Analyst will assist in valuing a multibillion-dollar block of derivatives and complex securities portfolio, with the opportunity to grow into a significant value-add role as a valuation expert.
Skills/Capabilities
· Ability to understand financial analysis / investments / valuation process
· Basic Maths / Quants knowledge
· Analytical ability to evaluate data trends and performance
· Proficient on MS Excel and MS Office
· Ability to learn fast and replicate the best practices
· Ability to learn via remote trainings and effectively deliver the same
· Decision making ability supported with data
· Able to manage multiple priorities and conflicting deadlines
· Exhibit people management and leadership skills
· Demonstrate problem solving abilities
· Ability to “think on your feet”
· Analytical with high attention to details
· Knowledge of client management / stakeholder management
Responsibilities
· Valuation Operations: Assist in the operations of the Private Fixed Income valuation process, on a daily and monthly basis
· Ad-hoc Analysis: Fixed Income valuation related, operational and production issues
· Liaison with North American Valuation and possibly other teams (Operations and Accounting) for reporting, troubleshooting data and process issues
· Consult with various teams on a wide range of Fixed Income, and analytical requests
Education and Experience
· Graduate degree in Engineering, Finance, Math, Computer or Data Science, or any related field of study, Full time MBA (Finance) will be an advantage
· Around 2 – 4 years of experience in valuation of equity securities. Interest in Financial analysis / investments
· Sound knowledge of Bloomberg database
· Nice to have - Matlab / Matlab programming, VBA / python / programming, Database / SQL
· Big Plus - Knowledge of Fixed Income / Basic derivatives, various Swaps, Bond DCF or Valuation knowledge / experience, Aladdin / Blackrock systems, Finastra-Summit
