Hybrid Associate Director, Investment Operations, Portfolio Management

at Sun Life

• Job title: Associate Director, Investment Operations, Portfolio Management
• Job type: Full Time
• Experience level: Senior
• Salary: CA$84,000 - CA$126,000 per year
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, Waterloo, Canada

About the role

• Associate Director overseeing investment operations and portfolio management for subsidiary entities at SLC Management. Responsible for coordination and execution of investment and treasury activities to manage liquidity and investments.

Responsibilities

• 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 – including 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 with a friendly, caring, collaborative and inclusive culture focused on career growth development
• 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