Sun Life

Director, Portfolio Management – Group Businesses

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 CA$111,000 - CA$158,250 per year

Job Level

Lead

About the role

  • Develop and support the implementation of tactical and strategic investment decisions for the asset portfolios backing liabilities in the Group Benefits and GRS business units within the Canada business group
  • Work with all existing and new asset classes that comprise the investment portfolio, including public bonds, private fixed income, commercial mortgages, real estate, and other alternative asset classes
  • Provide investment expertise and educate the business units on unique investment opportunities
  • Monitor tactical trading opportunities (primarily interest rate and credit) and facilitate execution with the SLC front office teams
  • Lead portfolio optimization efforts in investment strategy reviews
  • Support the strategic direction and own the day-to-day management of various risks including interest rate risk, credit risk, currency risk, liquidity and collateral risk in the Group portfolios
  • Prepare and present investment overviews, commentaries and opportunities to internal and external partners
  • Partner with SLC teams and Client ALM partners to develop innovative solutions for products.

Requirements

  • 5+ years of experience in the investment industry
  • Knowledge of broad asset classes across the investment spectrum, including fixed and non-fixed income
  • Understanding of the liability profile for group benefits / annuities businesses
  • Knowledge of modern portfolio theory and application, including portfolio construction, asset pricing and risk management
  • Creative, flexible thinker who enjoys exploring new ideas
  • Problem solver, with demonstrated ability to deliver innovative solutions
  • Ability to cultivate strong working relationships across various functional areas (SLC, ALM, Treasury, Risk and Finance)
  • Experience with financial tools or software (i.e. Bloomberg, Blackrock Aladdin, Morningstar Direct)
  • Excellent communication and written skills.
  • University degree in finance, business or economics
  • CFA designation with MBA/MFE (or equivalent) is preferred.
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
  • A partially-paid sabbatical program
  • Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
  • Flexible work environment
  • Opportunity to work for a growing global institutional asset manager.
  • Amazing networking potential.
  • Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S. and more.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment strategyportfolio optimizationrisk managementmodern portfolio theoryasset pricingportfolio constructioninterest rate riskcredit riskcurrency riskliquidity risk
Soft Skills
creative thinkingflexibilityproblem solvingrelationship buildingcommunicationpresentation skillscollaborationinnovationstrategic thinkingtactical decision making
Certifications
CFAMBAMFE