Senior Analyst, Portfolio Construction & Investment Strategy

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.
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* Job Description:

****- where ambition meets opportunity!
** There are many reasons why we’ve become one of the fastest-growing retail and institutional managers in Canada – and the strength of our parent company is just one of them. Our culture is built on working smarter, solving problems together, and embracing fresh perspectives to drive meaningful outcomes.
We see possibility in every challenge and work together to drive real, lasting impact.  Now 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 security.  With big goals ahead, we’re looking for bold, driven professionals to help shape what’s next.

You’re looking for a career with purpose. We’re here to help you thrive.  Build your future with us –and invest in a career that 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.
* Work closely with the Portfolio Construction & Investment Strategy (PCIS) team’s 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
* 5+ years of experience in wealth and/or asset management with a managed product research/development or investment/portfolio consulting focus
* Bachelor’s 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
* 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…