Portfolio Analyst, SLGI

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:

The 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?

• Assist in the daily rebalancing and trading of asset allocation funds (pooled funds, ETFs, and derivatives)
• Support the tactical asset allocation framework by performing analysis under the guidance of a portfolio manager
• 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 through timely reporting of portfolio performance, attribution, and positioning

What do you need to succeed?

• 0–3 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
• Experience with MS Excel/VBA. Further programming experience (e.g. Python, MATLAB, R) would be an asset
• 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?

• Time off giving you the flexibility to focus on the moments that matter including 15 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions.
• The opportunity to move along a variety of career paths with amazing networking potential
• Flexible hybrid work model
• Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
• A friendly, collaborative, and inclusive culture
• We’re honoured to be recognized as a 2025 Best Workplace in Canada by Great Place to Work Canada
• Sun Life ranked one of the 2024 Global 100 Most Sustainable Corporations in the World on the Corporate Knights ’ 2024

#LI-Hybrid

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: 58,000 - 100,000

Job Category: Investments

Posting End Date: 07/05/2025