Investment Strategy Analyst

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:

Sun Life Global Investments- where ambition meets opportunity!

There aremanyreasonswhy wevebecome one of the fastest-growing retail and institutional managers in Canada and the strength of our parent company is just oneof isbuilt on working smarter solving problems together and embracingfreshperspectives to drive meaningful outcomes.

We seepossibilityin every challenge and work together to drive real lasting in our 15th year as an asset manager and with over $60B in AUM (Institutional & retail) including our broader Sun Life Global Investments businesses we continue to focus on developing innovative solutions that help clients manage risk and achieve financial big goals ahead were looking for bold driven professionals to help shape whats next.

Youre looking for a career with purpose. Were here to help you thrive. Build your future withusandinvest in acareerthat invests in you.

Role Summary

The Investment Strategy Analyst supports the Multi-Asset Solutions team by conducting research analyzing market and economic data and contributing to strategic investment content and insights.

This is a professional role suited to an analytically strong individual with foundational experience in macro investing asset allocation and multi-asset strategy. The role combines research data analysis writing and presentation development with increasing accountability for independent insight generation and selective client engagement over time.

What will you do

• Analyze global financial markets economic data and policy developments to support investment strategy insights.

• Conduct quantitative and qualitative research including macroeconomic and scenario analysis to inform multiasset perspectives.

• Produce clear compelling written content such as research notes market commentaries and investment outlooks.

• Create highquality presentation materials charts and visuals for internal forums and clientfacing use.

• Manage and analyze data from multiple sources maintaining research databases and analytical tools.

• Partner with portfolio managers to align research with broader investment frameworks and initiatives.

What do you need to succeed

• Bachelors degree in Finance Economics Business or related field.

• 1-3 years experience in investment research financial analysis economics or a relevant field.

• Strong analytical and quantitative skills with proficiency in Excel Bloomberg Macrobond or other market data platforms a plus.

• Detail-oriented with strong organizational and multi-tasking skills.

• Progress towards or completion of professional certifications such as CFA preferred.

Key Competencies:

• Strong analytical mindset with an ability to interpret economic and market data.

• Excellent communication skills to craft clear professional research and presentation materials.

• Comfort using AI tools to support data analysis summarize research materials and enhance communication workflows.

• Collaborative team contributor with the ability to work independently within defined mandates.

• High level of curiosity about financial markets.

Whats 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

• Were honoured to be recognized as a 2025 Best Workplace in Canada by Great Place to Work Canada

#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 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 .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing screening interview scheduling.

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

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