Principal Commercial Analyst focusing on UK trading performance and insights at Moonpig Group. Leading commercial decision - making while coaching a small team of analysts for high standards.
About the role
- 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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