Senior Portfolio Manager, Investment Strategy Development
2 days ago
SLC Management is a rapidly expanding global asset management firm offering innovative and diversified investment solutions to institutional investors.
We are breaking new ground with a full spectrum of solutions for a growing institutional client base of over 1300 organizations. Our history of organic and strategic growth reflects our commitment with over $374 billion in assets under management (AUM). As a subsidiary of Sun Life, we 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 key role in fulfilling our purpose and making a difference. We offer a rewarding work environment filled with opportunities for growth where you will be empowered to meet the challenges of a highly competitive landscape.
SalaryThe salary range for this position is $142,000 - $250,000 per year, depending on location and experience.
Job DescriptionThis is a senior-level portfolio management position responsible for coordinating tactical and strategic investment decisions to support Sun Life's General Account.
You will work closely with the Senior Managing Director, Global Portfolio Management, to determine optimal asset mixes and identify new asset classes to improve overall performance and profitability of the business.
Key responsibilities include:
- Leading SLC's involvement in investment strategy reviews and recommending changes to investment strategies
- Driving the research, development, and maintenance of the in-house asset portfolio optimization toolkit
- Reviewing portfolio asset mix and risk exposures and leading actions to ensure compliance while optimizing overall exposure
In addition, you will partner with senior Portfolio Management leaders and the SLC Strategic Initiatives team to grow total SLC AUM and pursue investment opportunities that leverage the skills and capacity of SLC affiliates.
Required Skills and QualificationsTo succeed in this role, you will need:
- 10+ years of experience in the investment industry, ideally in an ALM or multi-asset class portfolio management role
- CFA designation is strongly recommended; MBA/MFE (or equivalent) is preferred
- Knowledge of broad asset classes across the investment spectrum
- ALM understanding; fixed income & derivatives
- Understanding of the SLF US, and SLF HuBS liability profiles
As a member of our team, you can expect:
- A comprehensive benefits package, including generous vacation time, market-leading maternity and parental leave top-up program, and partially-paid sabbatical program
- Pension, stock, and savings programs with an employer-paid match to help build and enhance your future financial security
- A flexible work environment with a friendly, caring, collaborative, and inclusive culture focused on career growth development
SLC Management is committed to fostering a diverse, equitable, and inclusive environment where all employees feel valued, respected, and supported.
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