Associate, Portfolio Strategy & Analytics

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA $422/US $304 billion in assets under management (AUM).

As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.

We are a performance‑driven organization with a deliberate focus on fostering a development‑focused, inclusive culture revolving around our Core Values of being client obsessed
, valuing each other
, acting with speed and having an owner’s mindset
. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in‑office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in‑office each week with flexibility depending on their business, client and team needs.

This is a temporary full-time 15‑month contract position.

As part of the Portfolio Strategy & Analytics team, the Associate is a strategic investment role positioned at the intersection of portfolio construction, asset allocation, and executive‑facing analytics, with a focus on insurance and surplus portfolios. They will partner closely with investment, ALM, finance, risk, and treasury teams to analyze portfolio performance, evaluate risk/return trade‑offs, and deliver data‑driven insights that inform investment strategy and tactical asset allocation decisions.

The role is responsible for translating complex portfolio and market analysis into clear, actionable recommendations and executive‑ready reporting, helping senior stakeholders optimize portfolio positioning across dimensions such as liquidity, duration, and capital. This is an opportunity to work analytically and collaboratively, connecting data to decision‑making and influencing outcomes across a sophisticated investment platform.

• Strategic Asset Allocation and Investment Strategy:
  • Support enterprise‑wide investment strategy and optimization framework tailored to insurance balance sheets, incorporating Sun Life‑specific constraints including capital, ALM, Accounting (IFRS), liquidity, and regulatory requirements across geographies.
  • Contribute to establishing and maintaining consistent risk/return assumptions, correlations, and capital efficiency parameters used in investment strategy reviews, adhering to methodological consistency and governance globally.
  • Partner with various teams to align portfolio construction with liability characteristics, surplus objectives, and enterprise risk appetite.
• Affiliate & Alternative Asset Strategy Oversight
  • Assist in 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 optimize capital and risk considerations.
  • Support in developing and maintaining tracking and performance analytics that link investment results to client outcomes.
• Tactical Asset Allocation & Investment Idea Generation:
  • Support construction of tactical allocation views via analysis and research, taking into consideration macro, valuation and relative value dynamics.
  • Contribute to establishing and maintaining tools for monitoring market environment and commentary, translating quantitative and qualitative sources into insight feeds.
  • Assist in engagement with various portfolio management…