Senior Analyst in Fund Research providing crucial support to Advisors and Management. Conducting in-depth research on mutual funds and collaborating with stakeholders at Sun Life.
Responsibilities
Be a key member of the Mutual Fund Research team that supports Advisors and Management
This role entails interacting with individuals from various business units at Sun Life as well as third party mutual fund manufacturers. The candidate must be able to foster great working relationships with all
Conduct comprehensive research on the Canadian mutual fund universe and individual mutual funds in particular
Create & write advisor-facing research reports, articles, updates and presentations
Contribute to the strategic management of SLFISI’s Product Shelf
The individual must be able to execute thoughtful research, make recommendations, and support them in the field
Must be capable of interviewing portfolio managers effectively, leading due diligence meetings, and representing SLF
The individual will be critical to future enhancement of current programs and the creation of new ones under Fund Research
Requirements
At least 5 years of previous experience undertaking Mutual Fund Research
At least 3 years of previous experience with asset allocation and portfolio building, as well as previous distribution or dealer experience
Deep understanding of various investment styles, asset classes, portfolio construction principles, and risk management techniques
Strong mutual fund and ETF industry knowledge (OM, alternatives, SMA are nice to haves)
Strong knowledge of the Canadian mutual fund and securities regulatory environment is essential
Intellectual curiosity is a must
Strong problem solving, quantitative, and data analytics skills
Demonstrated analytical and project management skills
Great knowledge of Microsoft Office (expert level Excel)
Experience with industry specific tools such as Morningstar Direct and Bloomberg
Excellent communication skills (both written and verbal)
Results orientated and highly self-motivated
Ability to multi-task in a fast-paced environment
Ability to drive change and innovation
Ability to design and deliver presentations and training
Able to work in a team setting and autonomously
Benefits
20 days vacation per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
Wellness programs that support the three pillars of your health – mental, physical and financial
Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle
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