Hybrid Director, Portfolio Strategy – Analytics

Posted 3 hours ago

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About the role

  • Director of Portfolio Strategy & Analytics at SLC Management managing investment strategies and portfolio optimization for institutional investors. Collaborating across teams to advance SLC's insurance asset management value proposition and drive efficiency.

Responsibilities

  • Own and evolve our proprietary Portfolio Optimization framework tailored to insurance balance sheets
  • Establish and maintain consistent risk/return assumptions and governance globally
  • Partner with various teams to align portfolio construction with liability characteristics
  • Support Tactical Asset Allocation (TAA) discussions for the General Account
  • Drive engagement with public fixed income trading and portfolio management desks
  • Support performance assessment frameworks for Sun Life insurance portfolios
  • Drive synergies between Asset Management and Insurance
  • Act as a central coordination point for evaluating new alternative strategies
  • Support the Office of the Chief Investment Officer

Requirements

  • 8+ years of experience in investment strategy / asset management or a related field
  • Deep and comprehensive understanding of modern portfolio theory, asset pricing, and risk management
  • Exceptional communication skills
  • 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
  • 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

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
  • Partially-paid sabbatical program
  • Pension, stock and savings programs with an employer-paid match

Job title

Director, Portfolio Strategy – Analytics

Job type

Experience level

Lead

Salary

CA$111,000 - CA$158,250 per year

Degree requirement

Bachelor's Degree

Location requirements

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