Job Description
Explore a pivotal role as Associate Director, Portfolio Strategy & Analytics at Sun Life. Collaborate with teams to analyze portfolios, evaluate risks, and drive strategic investment decisions.
In this position, you will partner across investment, finance, and treasury teams, bringing analytical expertise to enhance portfolio performance. With over 3 years of experience in investment strategy or portfolio management, your contributions will help shape asset allocation strategies and optimize returns effectively.
Key Responsibilities:
• Monitor global surplus portfolios and provide allocation insights
• Support enterprise investment strategy across business groups
• Partner with the bond desk on Tactical Asset Allocation
• Prepare analytics for senior management reporting
• Collaborate on strategic initiatives across teams
Requirements:
• 3+ years of experience in portfolio management
• Strong grasp of modern portfolio theory and asset classes
• Excellen...
In this position, you will partner across investment, finance, and treasury teams, bringing analytical expertise to enhance portfolio performance. With over 3 years of experience in investment strategy or portfolio management, your contributions will help shape asset allocation strategies and optimize returns effectively.
Key Responsibilities:
• Monitor global surplus portfolios and provide allocation insights
• Support enterprise investment strategy across business groups
• Partner with the bond desk on Tactical Asset Allocation
• Prepare analytics for senior management reporting
• Collaborate on strategic initiatives across teams
Requirements:
• 3+ years of experience in portfolio management
• Strong grasp of modern portfolio theory and asset classes
• Excellen...