Private Fixed Income Co-Op
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.
What’s it like to work at Sun Life?
You’ll find it dynamic and highly professional; collaborative and supportive. We encourage career mobility. Sun Life is also a socially responsible employer, supporting the communities in which we live and work, with a globally recognized commitment to the environment and sustainability.
This co-op will be hybrid, and students must be located and able to commute into our Wellesley, MA office.
The Role
The Private Fixed Income – Corporate Private Placement (CPP) team invests across a spectrum of investment grade private credit opportunities for SLC Management and its clients. Investments include specialty verticals such as consumer, healthcare and industrials, financials, transportation, utilities and government related contracts. The Co-Op candidate will work closely with senior analysts on the team in many ways, including monitoring and providing updated credit analysis based on the financial and operating performance of existing portfolio companies as well as underwriting new investment opportunities. In addition, while the Co-Op role primarily supports the CPP team, you will have the opportunity to engage with analysts on other teams within SLC through various projects.
Responsibilities will include, but are not limited to:
Assist in the management of the private fixed income portfolio (including 144A and traditional private placements) through detailed financial and credit analysis
Develop detailed written annual reviews
Prepare management reports on the status and performance of the portfolio
Evaluate potential investments for portfolio suitability by conducting company and industry research, comparable analysis and due diligence
Other duties as assigned
Core skill sets needed for this role:
Understanding of the fundamental principles of debt and equity markets and instruments
Ability to analyze financial statements, calculate a broad range of financial ratios and interpret and communicate results
Detailed knowledge of Microsoft applications, proficient use of Bloomberg and Capital IQ are a plus
Strong communication and presentation skills; comfortable interacting and leading discussion with internal and client senior leaders
Ability to problem solve and think conceptually
Comfortable working independently and collaboratively; eager to take on responsibility
Established organizational abilities and time management skills; ability to multitask
The Candidate
To be eligible for a co-op at Sun Life, you must meet the following requirements:
Currently enrolled in an accredited college or university during the time of the co-op (January 2026 - June 2026)
Must be an undergraduate or graduate student studying business, finance, economics or similar area
Eligible to legally work in the United States
Ability to work full-time (32-40 hours a week) during co-op session
Balanced experiences in academics and extra-curricular activities
Compensation for this role will be around $25 - $30 an hour.