Portfolio Analyst, Slgi

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.

The Portfolio Analyst is responsible for supporting Portfolio Managers in investment research, analysis, and other duties relating to the management of the firm’s multi-asset class funds and derivative based strategies.

**What will you do?**
- Assist in the daily rebalancing and trading of asset allocation funds (pooled funds, ETFs, and derivatives)
- Support the tactical asset allocation framework by performing analysis under the guidance of a portfolio manager
- Analyzing the risk / return characteristics of underlying equity, fixed income, and alternative investment strategies
- Work cross-functionally with other internal teams in the organization to achieve shared objectives (including trading and investment operations) and help support the development of materials for communications with clients.
- Supporting client service teams though timely reporting of portfolio performance, attribution, and positioning

**What do you need to succeed?**
- 0-3 years of experience performing research and analysis in support of an investment decision making process
- Passionate about financial markets, investing, and portfolio management
- Self-starter who has the ability to work well collaboratively but also independently, has high attention to detail and is effective at communicating solutions to complex problems
- Experience with MS Excel/VBA. Further programming experience (e.g. Python, MATLAB, R) would be an asset
- Undergraduate degree in Finance, Economics, Computer Science, Applied Mathematics, or a related discipline. Advanced degree would be an asset
- Progress towards the CFA charter

**What's in it for you?**
- Time off giving you the flexibility to focus on the moments that matter including 15 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 help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making
- contributions.
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible hybrid work model
- Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
- A friendly, collaborative, and inclusive culture
- We’re honoured to be recognized as a 2025 Best Workplace in Canada by Great Place to Work® Canada
- Sun Life ranked one of the 2024 Global 100 Most Sustainable Corporations in the World on the Corporate Knights’ 2024

LI-Hybrid

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
58,000/58 000 - 100,000/100 000

**Job Category**:
Investments

**Posting End Date**:
07/05/2025