Senior Analyst, Portfolio Construction & Investment Strategy

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 meetsopportunity!

There aremanyreasonswhywevebecome 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 seepossibilityinevery challenge and work together to drivereal 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 shapewhatsnext.

Yourelooking for a career with to help you your future withusandinvest in acareerthat invests in you.

The Senior Analyst Portfolio Construction & Investment Strategy is a senior individual contributor responsible for leading the design development and ongoing enhancement of customized model portfolios for retail wealth advisors. This role provides deep subject matter expertise in asset allocation portfolio construction and managed product research while driving continuous improvement of portfolio frameworks and cross-functional alignment across the business.

What will you do

• Work closely with the Portfolio Construction & Investment Strategy (PCIS) teams Wealth Portfolio Strategist(s) to lead the development and ongoing enhancement of customized model portfolios for retail wealth advisors using mutual funds ETFs and other managed investment solutions

• Conduct qualitative and quantitative research on select managed investment products including performance analysis risk characteristics portfolio fit peer and benchmark comparisons to support PCIS product selection decision

• Lead the development and ownership of written commentary related to asset allocation decisions portfolio optimization risk exposures and other considerations to support the adoption of customized model portfolios

• Lead and coordinate internal team operations including workflow management activity tracking and process improvements

What do you need to succeed

• 5 years of experience in wealth and/or asset management with a managed product research/development or investment/portfolio consulting focus

• Bachelors degree in Commerce Finance Economics or a related field

• CFA Level II completed preferred

• Strong understanding of managed investment products landscape (mutual funds ETFs etc)

• Proficient with Microsoft Excel and Morningstar Direct VBA experience is a strong asset

• Experience with factor modelling and stress testing using Barra and/or other relevant tools is a plus

• Strong analytical skills attention to detail and ability to manage multiple priorities effectively

• As this position is posted in several locations we specify that bilingualism (French English both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Preferred:

• French language is a strong asset

• Experience working with financial advisors preferred

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

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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