About the Role
This role offers a key leadership opportunity in sourcing and executing private debt investments, influencing portfolio strategy, and contributing to long-term value creation on a global platform. The Senior Director will independently originate and evaluate new issue and secondary private placement debt investment opportunities, requiring deep sector expertise and the ability to quickly learn new industries.
Responsibilities
- Work with the Head of Corporate Private Debt and regional Portfolio Managers to understand and deliver on global portfolio needs.
- Lead origination efforts within designated sectors, leveraging industry relationships and intermediary networks to source, evaluate, and execute attractive investment opportunities.
- Complete legal due diligence in conjunction with inside and outside counsel to understand and negotiate the terms of governing transaction documents.
- Present investment recommendations and portfolio updates directly to senior leadership and investment committees, defending credit views, transaction structures, and relative value assessments.
- Assist in executing bid strategies to maximize transaction economics and allocations.
- Build and maintain strong relationships with investment banks, placement agents, issuers, sponsors, and institutional market participants to enhance market access and origination opportunities.
- Perform ongoing surveillance of portfolio investments and meet internal/external compliance and regulatory requirements.
- Work with issuers, inside and outside counsel, peers and advisors to effectively manage prepayments, waivers, amendments, workouts, and restructurings.
- Develop loss mitigation strategies for deteriorating investments.
- Provide leadership, coaching, and mentorship to analysts, associates, and other junior investment professionals, supporting their technical development and career growth.
- Contribute to team initiatives, process enhancements, portfolio strategy discussions, and talent planning efforts, and other duties as assigned.
Requirements
- Undergraduate degree in Finance, Accounting, Economics, Commerce, Business Administration, Data Analytics, Mathematics, Engineering, Computer Science, or another related analytical discipline.
- An advanced degree (MBA) or CFA is considered an asset.
- 10+ years of relevant experience in corporate credit, private debt, leveraged finance, institutional fixed income investing, investment banking, private placements, or related fields.
- Experience in the private placement market and/or structured finance transactions is strongly preferred.
- Excellent written and verbal communication skills.
- Ability to work independently and complete tasks within deadlines.
- Demonstrated ability to manage multiple priorities while exercising sound judgment in a fast-paced investment environment.
- Proficient in Microsoft Office, Bloomberg, and Capital IQ.
- Experience using AI-enabled tools (e.g., Microsoft Copilot, ChatGPT, Claude, Gemini, Power BI, Python-based analytical tools, or similar technologies) to enhance productivity, research, analysis, or reporting is considered an asset.
- Strong credit judgment and analytical rigor.
- Commercial mindset with an origination focus.
- Relationship-building and networking capability.
- Investment committee presentation and influencing skills.
- Negotiation and transaction execution expertise.
- Portfolio risk management and restructuring experience.
- Leadership, coaching, and talent development.
- Strong written and verbal communication skills.
Skills
- Microsoft Office
- Bloomberg
- Capital IQ
- AI-enabled tools (e.g., Microsoft Copilot, ChatGPT, Claude, Gemini, Power BI, Python-based analytical tools, or similar technologies)
Location
- North American markets
- European markets
Work Type
- Permanent
- Full Time
- Hybrid
Experience Level
- 10+ years of relevant experience
Education Level
- Undergraduate degree in Finance, Accounting, Economics, Commerce, Business Administration, Data Analytics, Mathematics, Engineering, Computer Science, or another related analytical discipline.
- MBA or CFA is considered an asset.
Benefits
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
About the Company
- Great-West Lifeco Inc is a Canadian headquarter, international financial services holding company with interests in life insurance, health insurance, retirement and investment services, asset management, and reinsurance businesses.
- We operate in Canada, the United States, and Europe under the brands: Canada Life, Empower and Irish Life.
- At the end of 2024, our companies had over 32,250 employees, 106,000 advisor relationships, and thousands of distribution partners – serving approximately 40 million customer relationships.
- Great-West Lifeco trades on the Toronto Stock Exchange (TSX) under the ticker symbol GWO and is a member of the Power Corporation group of companies.
Equal Opportunity
- We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Great-West Lifeco policies.
