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.

Job Description:

SLGI Asset Management Overview:

Launched in October 2010, SLGI Asset Management (SLGI) is an investment company providing investment solutions for distribution through retail channels (Sun Life Financial Distributors, third-party advisors (MFDA, MGA and IIROC), National Accounts), as well as institutional channels (Group Retirement Services, Client Solutions and Insurance). SLGI offers Canadians a diverse lineup of asset allocation solutions, mutual funds, segregated funds, GICs, annuities and other innovative solutions empowering them to pursue their financial goals at every life stage. SLGI brings together the strengths of one of Canada’s most trusted brands in financial services with Sun Life’s asset managers (MFS and SLC Management) as well as some of the best asset managers from around the world to deliver wealth solutions to Canadians.

The Senior Portfolio Analyst is responsible for supporting Portfolio Managers in investment research, analysis, and other duties relating to the management of the firm’s multi-asset class funds and derivative based strategies.

The ideal candidate has a passion for financial markets across the full spectrum of global asset classes, coupled with a keen interest in exploring various investment strategies. Success in this role requires a unique combination of technical skills and a collaborative approach to investment management.

What will you do?

• Daily rebalancing and trading of asset allocation funds with underlying investments in pooled funds, fixed income instruments, ETFs, and derivatives

• Identifying and implementing ongoing enhancements to the investment process

• Performing fundamental and statistical research on macroeconomic themes and developing quantitative models supporting a tactical asset allocation framework

• Generating top-down investment ideas and driving implementation of the team’s asset allocation views

• Analyzing the risk / return characteristics of underlying equity, fixed income, and alternative investment strategies

• Work cross-functionally with other internal teams in the organization to achieve shared objectives (including trading and investment operations) and help support the development of materials for communications with clients.

• Supporting client service teams though timely reporting of portfolio performance, attribution, and positioning
  

What do you need to succeed?

• 3–5 years of experience performing research and analysis in support of an investment decision making process

• Passionate about financial markets, investing, and portfolio management

• Self-starter who has the ability to work well collaboratively but also independently, has high attention to detail and is effective at communicating solutions to complex problems

• Expert level experience with MS Excel/VBA. Further programming experience (e.g. Python, MATLAB, R) would be an asset

• Experience with Bloomberg, Charles River, and/or Blackrock Aladdin

• Experience in modelling, pricing and/or trading of derivatives would be an asset

• Proactive contributor with demonstrated accountability and leadership

• Excellent verbal and written communication skills

• Undergraduate degree in Finance, Economics, Computer Science, Applied Mathematics, or a related discipline. Advanced degree would be an asset

• Progress towards the CFA charter
  
  What’s in it for you?

• Joining one of Canadas top 25 companies to work for, as recognized by GlassDoor

• Competitive salary and bonus structure influenced by market range data

• Flexible Benefits from the day you join to meet the needs of you and your family

• A friendly, collaborative and inclusive culture

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

84,000/84 000 - 126,000/126 000

Job Category:

Investments

Posting End Date:

14/08/2023