Analytical : Associate Director Portfolio Strategy

Position: Analytical Role: Associate Director Portfolio Strategy
Become the Associate Director, Portfolio Strategy & Analytics at Sun Life, focusing on portfolio metrics and tactical asset allocation. Analyze performance and inform investment strategies effectively.

You will work with investment, ALM, risk, and treasury teams to assess and enhance portfolio outcomes. Drawing on over 3 years of relevant experience, your insights will be key in driving asset allocation consistency across all investment entities.

Key Responsibilities:

• Oversee surplus portfolios globally, providing insights

• Contribute to enterprise investment strategy reviews

• Partner on refining Tactical Asset Allocation analyses

• Create high-quality analytics for senior management

• Foster collaboration across investment and finance teams

Requirements:

• 3+ years of experience in investment domains

• Deep understanding of portfolio theory and asset classes

• Strong analytical and communication competencies

• Proactive collaborative approach across functions

• Experience with Bloomberg, Aladdin, or similar analytics tools

Utilize your analytical talents to enhance investment strategies at Sun Life.
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