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.
Role Summary
The Investment Strategy Analyst supports the Multi-Asset Solutions team by conducting research, analyzing market and economic data, and contributing to strategic investment content and insights.
This is a professional role suited to an analytically strong individual with foundational experience in macro investing, asset allocation, and multi-asset strategy. The role combines research, data analysis, writing, and presentation development, with increasing accountability for independent insight generation and selective client engagement over time.
What will you do?
Analyze global financial markets, economic data, and policy developments to support investment strategy insights.
Conduct quantitative and qualitative research, including macroeconomic and scenario analysis, to inform multi‑asset perspectives.
Produce clear, compelling written content such as research notes, market commentaries, and investment outlooks.
Create high‑quality presentation materials, charts, and visuals for internal forums and client‑facing use.
Manage and analyze data from multiple sources, maintaining research databases and analytical tools.
Partner with portfolio managers to align research with broader investment frameworks and initiatives.
What do you need to succeed?
Bachelor’s degree in Finance, Economics, Business, or related field.
1-3 years experience in investment research, financial analysis, economics, or a relevant field.
Strong analytical and quantitative skills, with proficiency in Excel, Bloomberg, Macrobond or other market data platforms a plus.
Detail-oriented with strong organizational and multi-tasking skills.
Progress towards or completion of professional certifications such as CFA preferred.
Key
Competencies:
Strong analytical mindset with an ability to interpret economic and market data.
Excellent communication skills to craft clear, professional research and presentation materials.
Comfort using AI tools to support data analysis, summarize research materials and enhance communication workflows.
Collaborative team contributor with the ability to work independently within defined mandates.
High level of curiosity about financial markets.
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
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