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.
What will you do?
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
What do you need to succeed?
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
What's in it for you?
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 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
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