Senior Portfolio Analyst SLGI
Senior Portfolio Analyst SLGI
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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 firms multiasset 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 topdown investment ideas and driving implementation of the teams asset allocation views
Analyzing the risk / return characteristics of underlying equity fixed income and alternative investment strategies
Work crossfunctionally 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
35 years of experience performing research and analysis in support of an investment decision making process
Passionate about financial markets investing and portfolio management
Selfstarter 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
Whats 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
Were 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
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 email a request to .
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:
84000//126 000Job Category:
InvestmentsPosting End Date:
07/05/2025Required Experience:
Senior IC
Employment Type
Full-Time
