Associate Director, Portfolio Strategy & Analytics - SLC Management

Sun Life • Toronto, ON

7d • CA$88,500 - CA$128,500 • Hybrid

About The Position

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.

Job Description: Associate Director, Portfolio Strategy & Analytics – SLC Management

What is in it for you: As part of the Portfolio Strategy & Analytics team, the Associate Director 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 analytical and collaboratively, connecting data to decision-making and influencing outcomes across a sophisticated investment platform.

Requirements

• 3+ years of experience in investment strategy, portfolio management or related fields.
• Strong understanding of modern portfolio theory, asset pricing, and portfolio construction.
• Broad knowledge of asset classes; familiarity with insurance liabilities and surplus portfolios is an advantage.
• Demonstrated analytical and problem-solving skills, with ability to translate complex analysis into actionable insights.
• Strong communication skills, with ability to engage both technical and senior audiences effectively.
• Collaborative and proactive approach, with proven ability to work across teams and functions.
• University degree in Finance, Business, or Economics

Nice To Haves

• Proficiency with financial tools/software such as Bloomberg, BlackRock Aladdin, or Morningstar Direct (a plus).
• CFA designation (or progress toward) preferred.

Responsibilities

• Monitor surplus portfolios globally, providing insights on asset allocation, duration, liquidity, and earnings drivers.
• Support the development and communication of surplus investment strategies across entities, ensuring consistency in decision-making.
• Assist in monitoring FVOCI, liquidity positions, and tactical surplus trading initiatives.
• Support enterprise-wide investment strategy and optimization reviews across Sun Life’s business groups (non-Par/Par Insurance Contracts, Investment Contracts, Surplus).
• Contribute analysis to ensure a consistent, best-in-class optimization approach is applied across portfolios, customized for Sun Life’s needs.
• Assist in evaluating portfolio construction trade-offs (risk, return, capital, and liquidity) and ensuring asset allocation changes are actionable.
• Partner with the bond desk to develop and refine TAA views, providing timely market, macroeconomic, and portfolio analytics.
• Assist in relative value analysis to support near-term allocation adjustments.
• Support the translation of TAA recommendations into portfolio positioning in collaboration with investment teams.
• Prepare high-quality analytics and reporting for senior management, CIO reviews, and governance forums
• Support annual business planning and forecasting processes by providing surplus portfolio insights and investment earnings inputs.
• Enhance transparency of portfolio positioning and performance drivers through clear, value-added reporting.
• Support the Office of CIO on strategic initiatives and enterprise opportunities, contributing analytics, insights, and execution support to drive impactful outcomes.
• Partner with internal teams (Investment, ALM, Finance, Risk, Treasury) to deliver cross-enterprise projects.
• Work alongside the senior members of the team to coordinate initiatives and ad-hoc projects, ensuring consistent execution across stakeholders.
• Cultivate strong relationships across functional areas to drive collaboration and alignment.

Benefits

• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development
• #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level