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
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