Associate, Portfolio Strategy & Analytics (Contract) - SLC Management

Sun Life • Toronto, ON

5d • CA$68,500 - CA$104,250 • Hybrid

About The Position

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 analytical and collaboratively, connecting data to decision-making and influencing outcomes across a sophisticated investment platform.

Requirements

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

Responsibilities

• 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.
• Assist in assessment, allocation and implementation of new affiliate‑managed alternative strategies (Crescent, BentallGreenOak, InfraRed) 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.
• 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 and front-office teams to drive collaborative approach to discussion and implementation of investment ideas.
• 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.
• Work alongside the senior members of the team 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.

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