"Earning the CAIA designation deepened my knowledge of risk and portfolio management within alternative investments while complementing my career experience as an analyst, banker, and trader. Having a differentiated perspective, unique skill set, and deep knowledge base is critical to gaining an edge in a competitive investment environment and completing the CAIA program helped me to achieve each of these aims.”
Zack Ellison is a Director in U.S. Public Fixed Income at Sun Life Investment Management, whose teams manage over $100 billion in assets for the Sun Life Financial group of companies. Sun Life is one of Canada’s largest institutional investors with long-standing experience in public fixed income, asset-liability management, private asset classes, and derivatives markets.
Zack is primarily responsible for corporate credit trading and actively contributes to the firm's corporate credit strategy, investment processes, portfolio construction, and risk management practices. Zack is a frequent speaker at industry conferences, with recognized subject matter expertise in corporate bond market structure and liquidity, who has presented his views on how credit market structure needs to evolve in order to make markets more efficient and less risky.
Prior to joining Sun Life, Zack lived in New York and worked at Deutsche Bank as a sell-side corporate credit trader focused on crossover credits, hybrid securities, and preferred stock and at Scotia Capital as a corporate banker and leveraged loan analyst during the Global Credit Crisis.
Zack earned a Bachelor of Arts degree from Swarthmore College while majoring in Economics. He holds an MBA with concentrations in Analytic Finance and Economics from The University of Chicago Booth School of Business, earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, and passed the Series 7, 55, and 63 security licensing exams.