Associate Director, Investment Operations, Portfolio Management
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Waterloo • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$84,000 - CA$126,000 per year
Job Level
Senior
About the role
- Lead execution (setup, closing, funding and accounting) for new investments being added to the entities under the guidance of senior management
- Monitor the full portfolio of cash and investments in the entities and recommend actions as required to manage liquidity against prospective investment demands
- Co-ordinate cash movement into and out of the entities to meet new funding and investment needs
- Co-ordinate currency hedging activity with SLC derivative desk and monitor ongoing foreign currency exposure, recommending action when required
- Ongoing monitoring and reporting of investment performance to key stakeholders within the Office of the CIO team
- Use investment performance to recommend appropriate interest rate setting for loans into entities (interest rate reviewed annually), under the guidance of senior management
- Reporting and forecasting of activity in the entities to SLF ALM and other groups as required
- Co-ordinate with SLC Legal and Finance, along with SLF Tax, to ensure appropriate documentation for all activity in the entities
- Provide support to SLC Finance and Operations to ensure investment activity is recorded correctly and financial statements of each entity are accurate
Requirements
- Knowledge of broad asset classes, particularly real estate, private equity and private fixed income
- Experience with cash management/treasury functions is beneficial
- Strong process management and organization skills
- Problem solver who is confident in recommending actions
- 5+ years of experience in the investment industry
- Pursuing or completed CFA designation is recommended
Benefits
- Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial
- Generous vacation and sick time
- Market-leading maternity, parental and adoption leave top up program
- Partially-paid sabbatical program
- Pension, stock and savings programs with an employer-paid match
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
cash managementinvestment performance reportingcurrency hedginginterest rate settingportfolio managementfinancial statement accuracyasset class knowledgereal estate investmentprivate equity investmentprivate fixed income investment
Soft skills
process managementorganization skillsproblem solvingrecommendation skillscommunication skills
Certifications
CFA designation