Head of Investment Strategy

3 weeks ago


Toronto, Ontario, Canada Sun Life Financial Full time
Position Overview:
As the Head of Investment Strategy, you will play a pivotal role in steering the investment direction of our organization. Your leadership will be essential in aligning our investment management practices with the overarching goals of Sun Life Financial.

Key Responsibilities:
  • Liquidity Management and Oversight: You will lead the management of essential processes, including derivative collateral, compliance with pledging, credit derivative utilization, and global cash management. Your ability to collaborate seamlessly with cross-functional teams will be crucial for flawless execution.
  • Business Analytics and Insights: You will oversee the creation and enhancement of comprehensive business analytics that add value across client portfolios. Leveraging advanced tools, you will support daily decision-making processes and ensure exceptional client deliverables.
  • Portfolio Coordination: You will facilitate discussions to ensure alignment on centralized investment strategies, promoting consistency in decision-making across all legal entities within Sun Life.
  • Reporting and Strategic Planning: You will direct the quarterly reporting of investment performance to the Governance, Investment, and Sustainability Committee, as well as lead annual strategic planning activities related to asset supply.
  • Mentorship and Development: You will manage key portfolio activities and participate in strategic projects while mentoring junior team members, fostering a culture of continuous learning and excellence.

Qualifications:
  • 7+ years of experience in investment strategy within the insurance sector or a related field, demonstrating a thorough understanding of modern portfolio theory and risk management.
  • Exceptional communication skills, capable of conveying complex concepts to diverse audiences in a clear and impactful manner.
  • Extensive knowledge of various asset classes, with a working understanding of liability profiles being advantageous.
  • Proficiency in financial tools and software, such as Bloomberg or BlackRock Aladdin, is a plus.

Why Choose Sun Life Financial?
We offer a dynamic work environment that emphasizes growth and collaboration. Our commitment to employee development is reflected in our pension, stock, and savings programs, which include employer-matched contributions to enhance your financial security. Join us to explore diverse career paths and build valuable networks in a supportive and inclusive culture.

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