Senior 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 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 through 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?

• Time off giving you the flexibility to focus on the moments that matter including 20 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

Salary Range: 84,000/84 000 - 126,000/126 000

Job Category: Investments

Posting End Date: 07/05/2025

About the company

Sun Life Financial Inc. is a Canadian financial services company.