Senior Portfolio Analyst
About The Position
Launched in October 2010, SLGI Asset Management (SLGI) is an investment company providing investment solutions for distribution through retail channels (Sun Life Financial Distributors, third-party advisors (MFDA, MGA and IIROC), National Accounts), as well as institutional channels (Group Retirement Services, Client Solutions and Insurance). SLGI offers Canadians a diverse lineup of asset allocation solutions, mutual funds, segregated funds, GICs, annuities and other innovative solutions empowering them to pursue their financial goals at every life stage. SLGI brings together the strengths of one of Canada’s most trusted brands in financial services with Sun Life’s asset managers (MFS and SLC Management) as well as some of the best asset managers from around the world to deliver wealth solutions to Canadians. The Senior Portfolio Analyst is a front-office investment role responsible for supporting portfolio managers in the research, portfolio construction, implementation, and ongoing enhancement of multi-asset portfolios and derivative-based strategies. The successful candidate will combine macro judgment, quantitative rigor, and strong technical skills to help generate top-down investment ideas, improve investment processes, and contribute directly to portfolio outcomes. This role is based in our Toronto office, with an expectation of four days per week in office and one remote day per week, subject to business needs.
Requirements
- 3–5 years of relevant experience in multi-asset investing, macro research, quantitative portfolio construction, or related investment roles.
- Undergraduate or advanced degree in Finance, Economics, Applied Mathematics, Statistics, Engineering, Computer Science, or a related field.
- Strong Python skills required.
- Demonstrated experience conducting quantitative research, building models, and applying analysis to real portfolio decisions.
- Strong knowledge of global asset classes, portfolio construction, risk analytics, and macroeconomic transmission across markets.
- Strong judgment, clear communication, ownership mindset, and proven ability to work independently in a collaborative front-office environment.
Nice To Haves
- CFA charter or meaningful progress toward it is preferred.
- SQL experience and experience with production-quality research / reporting workflows strongly preferred.
- Derivatives, overlays, and instrument implementation experience are strong assets.
- Experience with Bloomberg, Charles River, Aladdin, or similar front-office systems is preferred.
- Experience with Excel (proficiency with Pivot tables, V/X-look ups, Macros) is preferred.
Responsibilities
- Generate and evaluate top-down investment ideas by integrating macroeconomic, valuation, market-technical, and cross-asset signals into the team’s tactical asset allocation framework.
- Lead the research, development, and enhancement of stock selection models, alpha factors, and portfolio construction methodologies for quantitative equity strategies.
- Contribute directly to portfolio construction, implementation, and rebalancing across pooled funds, ETFs, fixed income instruments, currencies, and derivatives.
- Independently design and execute research projects using large structured and unstructured datasets to identify predictive signals and improve model estimation.
- Design and enhance analytical infrastructure, research workflows, and portfolio-monitoring tools to improve scalability, repeatability, and decision quality.
- Partner with trading, operations, risk, and technology teams to support efficient implementation and strong process control.
- Translate investment views and model outputs into clear written and verbal communication for internal stakeholders, product partners, and client-facing teams.
- Mentor junior analysts and help raise team capability in coding, automation, model discipline, and AI-enabled investment workflows.
- Use and help refine approved AI tools for coding, research synthesis, process automation, and documentation, with strong validation and governance standards.
Benefits
- Hybrid work environment
- A friendly, collaborative, and inclusive culture
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health – mental, physical and financial
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What This Job Offers
Job Type
Full-time
Career Level
Senior
