Sun Life

Sun Life

Associate, Portfolio Strategy & Analytics (Contract) - SLC Management

Toronto, Ontario · Contract

Sponsorship not specified$104k-$500kDetected 2 days ago
Financial AnalysisAccountingForecastingExcelValuationProcess ImprovementRecruitingResearchCommunicationCollaborationProblem SolvingAdaptabilityIFRSFinancial Reporting

About the role

  • SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors.
  • Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 billion in assets under management (AUM).
  • Visit our website to learn more and for the most up to date AUM information.

Responsibilities

  • Support enterprise-wide investment strategy and optimization framework tailored to insurance balance sheets, incorporating Sun Life-specific constraints including capital, ALM, Accounting (IFRS), liquidity, and regulatory requirements across geographies.
  • Partner with various teams to align portfolio construction with liability characteristics, surplus objectives, and enterprise risk appetite.
  • Collaborate on strategic initiatives to drive synergies between Asset Management and Insurance, ensuring deployment in structures that optimize capital and risk considerations.
  • Support in developing and maintaining tracking and performance analytics that link investment results to client outcomes.
  • Support construction of tactical allocation views via analysis and research, taking into consideration macro, valuation and relative value dynamics.
  • Assist in engagement with various portfolio management and front-office teams to drive collaborative approach to discussion and implementation of investment ideas.
  • Drive process improvement and automation efficiencies to enhance value-added reporting.
  • Partner with internal teams across Asset Management and Insurance to deliver cross-enterprise projects.
  • Cultivate strong relationships across functional areas to drive collaboration and alignment.
  • We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

Requirements

  • Bachelor's degree with a focus in business, finance, economics or related disciplines.
  • Strong understanding of modern portfolio theory, asset pricing, and portfolio construction, with broad knowledge across asset classes.
  • Proven analytical and problem-solving skills with high attention to detail.
  • Effective communication skills, with ability to translate complex concepts and analysis into clear insights.
  • Proactive and collaborative approach, adaptable to emerging needs, with ability to work across teams and functions.

Nice to have

  • 2+ years of investments related experience preferred.
  • Proficiency in Excel required, familiarity with financial tools/software a plus.

Skills

  • Affiliate & Alternative Asset Strategy Oversight
  • Analytics, Reporting & Governance
  • Prepare high-quality analytics and reporting for senior management, Office of the CIO reviews, and governance forums.
  • Collaboration & Execution

Compensation

  • Support annual business planning and forecasting processes by providing portfolio insights and investment earnings inputs.
  • Asset Management Salary Range
  • The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable.

Benefits

  • We are committed to pay transparency and equity.
  • In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.
  • We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate.
  • Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location.

Company info

  • We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations.
  • As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.
  • We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset.
  • As part of our team, you play a role in fulfilling our purpose and making a difference.
  • We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
  • SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best.
  • Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
  • We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive.

Equal opportunity

  • Persons with disabilities who need accommodation in the
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This listing is sourced directly from Sun Life's careers page and normalized into a canonical job model.