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About the Role

The Associate Director, Portfolio Strategy & Analytics is a strategic investment role focused on insurance and surplus portfolios. This position analyzes portfolio performance, evaluates risk/return trade-offs, and delivers data-driven insights to inform investment strategy and tactical asset allocation decisions. The role translates complex analysis into actionable recommendations and executive-ready reporting to optimize portfolio positioning.

Responsibilities

Monitor surplus portfolios globally, providing insights on asset allocation, duration, liquidity, and earnings drivers.
Support the development and communication of surplus investment strategies across entities.
Assist in monitoring FVOCI, liquidity positions, and tactical surplus trading initiatives.
Support enterprise-wide investment strategy and optimization reviews across Sun Life’s business groups.
Contribute analysis to ensure a consistent, best-in-class optimization approach is applied across portfolios.
Assist in evaluating portfolio construction trade-offs (risk, return, capital, and liquidity).
Partner with the bond desk to develop and refine TAA views, providing timely market, macroeconomic, and portfolio analytics.
Assist in relative value analysis to support near-term allocation adjustments.
Support the translation of TAA recommendations into portfolio positioning.
Prepare high-quality analytics and reporting for senior management, CIO reviews, and governance forums.
Support annual business planning and forecasting processes by providing surplus portfolio insights and investment earnings inputs.
Enhance transparency of portfolio positioning and performance drivers through clear, value-added reporting.
Support the Office of CIO on strategic initiatives and enterprise opportunities, contributing analytics, insights, and execution support.
Partner with internal teams (Investment, ALM, Finance, Risk, Treasury) to deliver cross-enterprise projects.
Work alongside the senior members of the team to coordinate initiatives and ad-hoc projects.
Cultivate strong relationships across functional areas to drive collaboration and alignment.

Requirements

3+ years of experience in investment strategy, portfolio management or related fields.
Strong understanding of modern portfolio theory, asset pricing, and portfolio construction.
Broad knowledge of asset classes.
Demonstrated analytical and problem-solving skills, with ability to translate complex analysis into actionable insights.
Strong communication skills, with ability to engage both technical and senior audiences effectively.
Collaborative and proactive approach, with proven ability to work across teams and functions.
Proficiency with financial tools/software such as Bloomberg, BlackRock Aladdin, or Morningstar Direct (a plus).
Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Skills

Portfolio construction
Asset allocation
Executive-facing analytics
Insurance and surplus portfolios
Portfolio performance analysis
Risk/return trade-off evaluation
Data-driven insights
Investment strategy
Tactical asset allocation
Liquidity management
Duration management
Capital optimization
Market analysis
Macroeconomic analysis
Relative value analysis
Financial reporting
Business planning
Forecasting
Cross-enterprise project delivery
Relationship building

Location

Remote
Hybrid

Work Type

Full-time
Hybrid

Experience Level

Associate Director
3+ years of experience

Education Level

University degree in Finance, Business, or Economics
CFA designation (or progress toward) preferred

Salary/Compensations

88,500 - 128,500

Benefits

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
Excellent benefits and wellness programs (mental, physical and financial)

About the Company

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors.
We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations.
We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best.
We are committed to pay transparency and equity.
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive.
We encourage applications from qualified individuals from all backgrounds.
Where talented people thrive.
Performance Driven.
Collaborative, Innovative and Inclusive.
Growth-Oriented.

Equal Opportunity

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive.
We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate.
We encourage applications from qualified individuals from all backgrounds.
We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
We will make reasonable accommodations to known physical or mental limitations.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.