Director, Portfolio Strategy & Analytics – SLC Management – Sun Life Financial

Title of the Job: Director, Portfolio Strategy & Analytics – SLC Management

Location: Toronto, ON – York, ON

Job Description: SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.Job Description:What Is in It for You:Seize the opportunity to join our dynamic and forward-thinking team at SLC as the Director of Portfolio Strategy & Analytics. In this pivotal role, you’ll play a crucial part in shaping the future of our global investment landscape and driving transformative change. As the Director, you’ll be the linchpin connecting our SLC Portfolio Management, SLC Front Office/Finance, and Client (Sun Life) ALM & Risk Management teams. Your exceptional analytical prowess, strategic vision, and innovative mindset will be instrumental in driving value-added business analytics, optimizing our enterprise-wide liquidity management processes, and providing visionary thought leadership to guide our investment strategy reviews.Through this role, you’ll develop a deep and comprehensive understanding of Sun Life’s diverse product suite across the globe, the integral role of Surplus portfolios, Liquidity & Collateral Management, and holistic Portfolio Management. You will gain unparalleled insights into how SLC’s entire product suite, including all asset classes and investment solutions offered (public fixed income, private fixed income, alternative fixed income/high yield, structured products, real estate and infrastructure equity, derivatives, etc.) seamlessly complement and elevate Sun Life’s risk- and capital- adjusted return profile. Additionally, you will gain a profound understanding of the philosophy and business practices for Client (Sun Life) ALM, Capital and Risk Management functions, positioning you as a true investment authority.You’ll have the unique opportunity to deeply understand our Client and see how a variety of cutting-edge investment solutions offered by SLC Management (SLC Fixed Income, BentallGreenOak, Crescent, InfraRed) add value and drive sustainable growth.WHAT YOU WILL DO:Liquidity Management and Reporting: Spearhead the management of critical processes, including derivative collateral, pledging compliance, credit derivative usage, repo/reverse repo/securities lending program usage, and global cash management, ensuring seamless collaboration with cross-functional teams and flawless execution.Business Analytics and Reporting: Guide the development and enhancement of client portfolio-wide value-add business analytics, leveraging in-house tools to support daily portfolio management decision making and deliver exceptional client deliverables.Investment Strategy and Optimization: Be a trusted advisor, providing unparalleled investment expertise and visionary strategic guidance to assist in investment strategy reviews across Sun Life’s business groups (across non-Par/Par Insurance Contracts, Investment Contracts, Surplus), ensuring alignment with SLC’s cutting-edge capabilities and resources. You will ensure a consistent, best-in-class (customized for Sun Life) optimization approach is used across all portfolios and ensure asset allocation changes are actionable. You will also help coordinate and communicate impactful, industry-leading trading initiatives and programs.Surplus and General Portfolio Management: Coordinate discussions and ensure seamless alignment on centralized surplus investment strategies, driving unparalleled consistency in decision-making and actions across Sun Life’s legal entities. Tactically, you will help monitor portfolio positioning among key downstream surplus stakeholders, ensuring optimal performance.Board and Senior Management Reporting and Planning: Lead the quarterly process for reporting SLC investment performance to the Governance, Investment and Sustainability Committee (GISC), and lead the annual business and strategic planning activities related to asset supply. You will monitor FVOCI (AFS) gains globally, Expected Investment Earnings/Unrealized Trading Gains, and credit experience, and ensure clear communication of variance versus Investment Plan to senior SLC Leaders.Other Responsibilities: Manage key Portfolio Management activities related to the Canada Mortgage Bond securitization program, participate in various ad-hoc and strategic projects, and mentor and develop junior SLC resources, fostering a culture of continuous learning, growth, and excellence.WHAT YOU WILL NEED TO SUCCEED:7+ years of experience in insurance investment strategy or a related field, with a deep and comprehensive understanding of modern portfolio theory, asset pricing, and risk management.Exceptional communication skills, with the ability to explain complex topics to both technical and non-technical audiences in a clear, compelling, and impactful manner.Extensive knowledge of broad asset classes and a working knowledge of Sun Life’s liability profiles (a distinct advantage).Proven track record in delivering innovative, industry-leading solutions and cultivating strong, collaborative working relationships across various functional areas.Proficiency in utilizing financial tools and software, such as Bloomberg, BlackRock Aladdin, or Morningstar Direct (a plus).University degree in Finance, Business, or Economics, with a CFA designation (or equivalent) preferred.Join our dynamic and innovative team and be the driving force behind Sun Life’s investment strategy and analytics. Apply now and embark on an exciting journey where you will develop your expertise and will make a lasting, transformative impact for both Sun Life and SLC.Why SLC Management?

• Opportunity to work for a growing global institutional asset manager
• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Award winning workplace culture – Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.Job Category: Asset ManagementSalary Range 100,000/100 000 – 157,500/157 500The Base Pay range is for the primary location of the job. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible 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.We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported. We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don’t meet every criteria in the job description.We will make reasonable accommodations to known physical or mental limitations. 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 .We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Company Name: Sun Life Financial

Salary: $100000 – 157500 per year

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