itjobs.ca Logo
Sun Life logo

Senior Portfolio Analyst

Sun Lifeabout 20 hours ago
Hybrid
CA$88,500 - CA$128,500/annual
Mid Level
Full-Time

Top Benefits

Hybrid Work Environment
Vacation Days
Flexible Benefits

About the role

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: About the role: 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. What will you do? 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. What do you need to succeed? 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 Preferred Skills: 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) What's in it for you? 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 Recent Awards: We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada Great Place to Work® list for Best Workplaces for #HybridWork 2022 Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022 Named “Best Places to Work” by Glassdoor, 2021 and 2023 The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com. We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Salary Range: 88,500/88 500 - 128,500/128 500 Job Category: Investments Posting End Date: 09/07/2026 Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers

About Sun Life

Similar Jobs