Job Description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
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Role: Contractual role for 1 year
Payroll: Third Party
Shift: 12:00 PM - 8:30 PM IST
Mode - 2 days from office (flexible)
Role summary
Sun Life Global Solutions is the global in-house centre of Sun Life Financial, a Canadian financial services company and one of the largest life insurance organisations in the world. It provides Business Operations, Technology and Knowledge Services support to Sun Life's global businesses. The Investment Operations team falls under the Knowledge Services area and focusses on Credit Research including Public Fixed Income, Real Estate & Mortgages, Equity Research, and Financial Modelling.
Accountabilities

• Preparing detailed credit research reports on companies describing business model, strategy, major events, industry scenario and trends, financial analysis, capital structure, covenants, peer analysis and key risks associated with the investments
• Performing credit research and analysis based on the credit rating reports, company's results / earnings and related commentary
• Track and analyse major news / events / macro developments / market data on portfolio coverage names
• Building and updating credit models involving credit metrics / ratio analysis and contributing to monitoring of portfolio companies
• Preparing thematic presentations and industry decks highlighting key sector trends, detailed sector outlook, and emerging risks
• Conducting ESG research for portfolio companies across sectors, performing ESG peer benchmarking
• Keeping a track of sustainability trends, regulations, and industry specific challenges
• Working on investment deck and senior management / investment committee presentations

Skills and Knowledge

• Ability to perform credit analysis of various sectors including Banks, NBFCs, Retail, Consumer Products, etc.
• Should be able to independently prepare credit research reports with a focus on detailed analysis and commentary on Business Risk and Financial Risk of the company
• Strong knowledge of fundamental credit analysis with an ability to identify bonds and provide recommendation
• Good knowledge and understanding of global financial and macroeconomic trends
• Should be able to conduct detailed industry research and prepare sector presentations
• Should be able to independently create and update financial models, industry comparable charts
• Should possess good understanding of ESG policies and implementation of companies using their Annual Reports, CSR / Sustainability reports and other company filings
• Familiarity with sustainability conceptual frameworks, accounting standards, reporting, regional regulatory requirements, and ESG peer benchmarking
• Independent and decisive mindset, Critical thinking skills
• Excellent report writing and communication skills including persuasive, data-rich presentation skills
• Strong inter-personal skills and ability to participate /contribute as a team player
• Knowledge of client management / stakeholder management

Education and Experience

• Full time MBA (Finance), CFA certification will be an advantage
• Around 8 to 10 years of relevant experience in credit analysis and ratings, credit research and report writing, across sectors covering global markets
• Good knowledge and experience in ESG domain
• Sound knowledge of databases - Bloomberg, Moody's, S&P, Fitch etc.

Job Category: Asset Management
Posting End Date: 20/10/2025

Skills Required