Investment Strategy Associate Manager

4 weeks ago


Canada Sun Life Financial Full time

Join a Team of Experts

At Sun Life Financial, you will collaborate with talented professionals who are leaders in their respective fields, ready to share their insights and experiences with you.

Empower Your Career

Your mentors will motivate you to unlock your full potential and achieve remarkable success. Discover how your contributions can positively impact individuals, families, and communities globally.

Role Overview

The Investment Strategy Associate Manager will play a pivotal role in supporting essential asset-liability management (ALM) projects and initiatives within the Sun Life International division.

Key Responsibilities

  • Formulate and oversee investment and hedging strategies for both new and existing financial products, ensuring alignment with the inherent financial risks, organizational risk appetite, and client considerations.
  • Engage with the Pricing team to assist in product development and pricing strategies, which encompasses providing ALM insights, crafting asset assumptions, maintaining asset models, and evaluating financial and investment risks.
  • Collaborate with the Portfolio Management team to enhance the risk/return profiles of investment portfolios, ensuring competitive pricing and crediting in line with the business's risk appetite.
  • Support assumption changes (ACMA) by recommending adjustments to asset/ALM assumptions and aiding the business in comprehending the financial ramifications of model refinements and valuation assumption modifications.
  • Enhance the team's ALM capabilities in the domains of hedging, portfolio analytics, and risk management.

Essential Knowledge

A solid understanding of life insurance products, including the key financial risks associated with these products and their financial characteristics, is crucial. Familiarity with investments (including derivatives), capital markets, and accounting principles will be advantageous.



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