Associate, Portfolio Strategy & Analytics SLC Management

Associate, Portfolio Strategy & Analytics (Contract)

Temporary full‑time 15‑month contract position with the Portfolio Strategy & Analytics team. The Associate supports portfolio construction, asset allocation, and executive‑facing analytics with a focus on insurance and surplus portfolios.

• Strategic Asset Allocation & Investment Strategy: Support enterprise‑wide investment strategy and optimization framework for insurance balance sheets, incorporating Sun Life–specific constraints such as capital, ALM, IFRS accounting, liquidity, and regulatory requirements across geographies. Contribute to risk/return assumptions, correlations, and capital efficiency parameters, maintain methodological consistency and governance globally, and partner with teams to align portfolio construction with liability characteristics and enterprise risk appetite.
• Affiliate & Alternative Asset Strategy Oversight: Assist assessment, allocation, and implementation of new affiliate‑managed alternative strategies (Crescent, Bentall Green Oak , Infra Red) within the Sun Life General Account. Collaborate on strategic initiatives to drive synergies between Asset Management and Insurance, ensuring deployment in structures that optimise capital and risk considerations. Support tracking and performance analytics linking investment results to client outcomes.
• Tactical Asset Allocation & Investment Idea Generation: Support construction of tactical allocation views via analysis and research, considering macro, valuation, and relative value dynamics. Contribute to tools for monitoring market environment and commentary, translating quantitative and qualitative sources into insight feeds. Assist engagement with portfolio management and front‑office teams to discuss and implement investment ideas.
• Analytics, Reporting & Governance: Prepare high‑quality analytics and reporting for senior management, Office of the CIO reviews, and governance forums. Support annual business planning and forecasting processes by providing portfolio insights and investment earnings inputs. Drive process improvement and automation efficiencies to enhance value‑added reporting.
• Collaboration & Execution: Work with senior team members to coordinate initiatives and ad‑hoc projects, ensuring consistent execution across stakeholders. Partner with internal teams across Asset Management and Insurance to deliver cross‑enterprise projects. Cultivate strong relationships across functional areas to drive collaboration and alignment.

• Bachelor’s degree in business, finance, economics or related discipline.
• 2+ years of investment‑related experience preferred.
• Proficiency in Excel; familiarity with financial tools/software a plus.
• Strong understanding of modern portfolio theory, asset pricing, and portfolio construction across asset classes.
• Proven analytical and problem‑solving skills with high attention to detail.
• Effective communication skills, able to translate complex concepts and analysis into clear insights.
• Proactive and collaborative approach, adaptable to emerging needs, able to work across teams and functions.

• Excellent benefits and wellness programs supporting mental, physical and financial well‑being, including generous vacation and sick time, market‑leading maternity, parental and adoption leave top‑up program, partially‑paid sabbatical programme and more.
• Pension, stock and savings programmes with an employer‑paid match to enhance future financial security.
• Flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth and development.

Base salary range: $68,500 – $104,250 (USD) with discretionary annual incentive award based on individual and overall business performance. Compensation is fair and equitable and will be determined by skills, qualifications, experience, education, and geographic location.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We encourage applications from qualified individuals from all backgrounds.

As a regulated business, you will be required to declare personal investment accounts and securities investments, and seek pre‑clearance on future transactions including those of household members.