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Sun Life Financial (U.S.) Services Company, Inc. Associate Director, Municipal Credit Research Analyst - SLC Management in Redmond, Washington

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 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, weare alignedwith 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. 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. Job Description: Associate Director, Municipal Credit Research Analyst What is in it for you: The Municipal Credit team is responsible for managing the municipal holdings of Sun Life's third-party asset management business. The Municipal Credit Research team works closely with portfolio managers and traders; analysts' responsibilities including recommending portfolio additions/deletions based on credit fundamentals, municipal investment strategy, and client needs, monitoring existing portfolio holdings, responding to client questions and requests, working with marketing to review prospective client portfolios and participating in cross sector discussions. The Associate Director, Municipal Credit Research Analyst position is expected to work independently in evaluating and monitoring municipal credits, actively contributing to municipal team discussions regarding market developments, and helping respond to client and marketing requests. A successful candidate must have the ability to be a value-added partner to portfolio managers, traders, and analysts on the team. An interest and/or ability to drive process improvements through technology would be a plus. What you will do: Perform fundamental credit research of municipal issuers to assess financial and operational strength, bond structure, and suitability for clients. Monitor economic, demographic, regulatory, legal, and political changes to determine the impact on municipal issuers, sectors and investment strategy. Monitor existing portfolio positions. Document research and investment recommendations for a variety of audiences - traders and portfolio managers, inclusion in our research database, client presentations or reports, etc. Work across the organization with traders, portfolio managers, accountants, and actuaries to respond to client requests. Assist in the preparation and presentation of materials for credit, sector, or topical reviews. Provide support on various ESG and Sustainable Investing initiatives. Other ad-hoc projects within the team and/or across different investment asset groups to support improving our investment process and helping implement technology enhancements. What you will need to succeed: 5+ years of experience related to municipal analysis. Bachelor's degree. Ability to work independently in a time sensitive environment and willingness to contribute insights in team discussions. Strong communication skills (verbal and written)

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