Associate, Insurance Investment Solutions - SLC Management

Sun Life Financial • Hartford, CT

48d • Hybrid

About The Position

Within SLC Management, the Insurance Solutions team partners with insurance clients across the property & casualty, life, and health sectors to develop customized investment strategies that meet their unique regulatory, accounting, and economic objectives. Our collaborative team combines deep insurance knowledge with robust investment experience to help clients meet their long-term goals. We are seeking a motivated and analytical Associate, Insurance Investment Solutions to join our growing Insurance Solutions team. This individual will play a key role in developing and supporting customized investment strategies for insurance clients, with a focus on strategic asset allocation, capital efficiency, and regulatory optimization. The ideal candidate brings 2+ years of experience in insurance, investment management, or consulting, with a strong understanding of insurance balance sheets and asset-liability management principles.

Requirements

• 2+ years of experience in insurance asset management, insurance company investment teams, or a strategy/consulting role focused on insurers.
• Understanding of insurance financials, regulatory frameworks, and investment principles.
• Experience with or interest in strategic asset allocation, capital modeling, or asset liability management.
• Proficiency in Excel; knowledge of Python, R, MATLAB, or other analytical tools is a plus.
• Excellent communication and presentation skills, with an ability to convey complex ideas clearly to technical and non-technical audiences.
• Bachelor's degree in Finance, Economics, Actuarial Science, Mathematics, or a related field; progress toward CFA or actuarial designation is a plus.

Responsibilities

• Collaborate with senior team members to develop and implement strategic asset allocation frameworks tailored to insurer-specific objectives and constraints.
• Conduct in-depth analysis of insurance balance sheets, capital structures, and regulatory frameworks (e.g., NAIC RBC, Bermuda BSCR, Solvency II).
• Support the design of investment strategies that align with insurance clients' liabilities, accounting treatments, and risk tolerances.
• Support client relationship management efforts by preparing portfolio reviews, strategy updates, and market insights.
• Prepare and present customized portfolio analytics, scenario analysis, and reporting for internal stakeholders and clients.
• Contribute to thought leadership and research initiatives on insurance investment trends, regulatory changes, and market developments.

Benefits

• Opportunity to work for a growing global institutional asset manager
• 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 paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
• Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
• 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 in Money Management" by Pension & Investments, "Top 10" employer by the Boston Globe's "Top Places to Work" two years running

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Number of Employees: 5,001-10,000 employees