Hybrid Portfolio Manager

at Sun Life

• Job title: Portfolio Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: CA$90,000 - CA$140,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Waterloo, Canada

About the role

• Portfolio Manager in Sun Life managing business management practices and processes within the Technology Strategy and Transformation team. Leading planning, budgeting, financial management, and reporting.

Responsibilities

• Ensure the portfolio is managed as a business by leading and executing processes for planning, budgeting, financial management and reporting.
• Lead the development of supply and demand analytics, reporting, tools and processes, including time-tracking systems, demand planning tools and resource and portfolio management tools.
• Provide independent and objective governance and support for expense management and resource management to achieve targets.
• Develop and leverage models to analyze variance and trend based data to identify and communicate expense and project and portfolio performance and insight.
• Intensify our customer focus through effective analytics and insight into services, providing operational metrics and reporting to show the value and cost of services provided.
• Improve processes, data and delivery.
• Ensure effective cost recovery from clients, reviewing and revising and/or transforming the recovery model to provide better visibility and management of costs.
• Work closely with stakeholders to effectively align portfolio reporting requirements; Improve the processes, data and delivery of portfolio reporting.
• Manage executive reporting, working with leaders to develop relevant metrics and highlight accomplishments.

Requirements

• Strong financial acumen with good knowledge of business management practices and financial management skills and techniques.
• Proven analytical and advanced problem solving skills to quickly get to root cause of any issue.
• Demonstrated ability to summarize and distill volumes of data into meaningful management reports.
• Advanced proficiency level and experience with MS Excel is required.
• Motivated individual with initiative, capable of owning and driving assignments.
• Demonstrated ability to influence and build rapport with colleagues to achieve outcomes through collaboration and partnerships.
• Excellent communication skills at all levels with clarity and precision (verbal and written) and the ability to interpret requests which are not always clearly defined.
• Excellent organizational skills and ability to prioritize wide range of tasks.
• Five+ years’ experience in an IT environment.
• University or other Post-Secondary education in a relevant field (Business/Commerce or Computer Science)

Benefits

• Pension, stock and savings programs to help build and enhance your financial security
• An environment of continuous learning and improvement
• A friendly, collaborative, and inclusive culture in an interactive team environment