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About the Role

This is a temporary full-time 15-month contract position. As part of the Portfolio Strategy & Analytics team, the Associate is a strategic investment role positioned at the intersection of portfolio construction, asset allocation, and executive-facing analytics, with a focus on insurance and surplus portfolios. They will partner closely with investment, ALM, finance, risk, and treasury teams to analyze portfolio performance, evaluate risk/return trade-offs, and deliver data-driven insights that inform investment strategy and tactical asset allocation decisions. The role is responsible for translating complex portfolio and market analysis into clear, actionable recommendations and executive-ready reporting, helping senior stakeholders optimize portfolio positioning across dimensions such as liquidity, duration, and capital. This is an opportunity to work analytically and collaboratively, connecting data to decision-making and influencing outcomes across a sophisticated investment platform.

Responsibilities

Support enterprise-wide investment strategy and optimization framework tailored to insurance balance sheets, incorporating Sun Life–specific constraints including capital, ALM, Accounting (IFRS), liquidity, and regulatory requirements across geographies.
Contribute to establishing and maintaining consistent risk/return assumptions, correlations, and capital efficiency parameters used in investment strategy reviews, adhering to methodological consistency and governance globally.
Partner with various teams to align portfolio construction with liability characteristics, surplus objectives, and enterprise risk appetite.
Assist in assessment, allocation and implementation of new affiliate‑managed alternative strategies (Crescent, BentallGreenOak, InfraRed) within the Sun Life General Account.
Collaborate on strategic initiatives to drive synergies between Asset Management and Insurance, ensuring deployment in structures that optimize capital and risk considerations.
Support in developing and maintaining tracking and performance analytics that link investment results to client outcomes.
Support construction of tactical allocation views via analysis and research, taking into consideration macro, valuation and relative value dynamics.
Contribute to establishing and maintaining tools for monitoring market environment and commentary, translating quantitative and qualitative sources into insight feeds.
Assist in engagement with various portfolio management and front-office teams to drive collaborative approach to discussion and implementation of investment ideas.
Prepare high-quality analytics and reporting for senior management, Office of the CIO reviews, and governance forums.
Support annual business planning and forecasting processes by providing portfolio insights and investment earnings inputs.
Drive process improvement and automation efficiencies to enhance value-added reporting.
Work alongside the senior members of the team to coordinate initiatives and ad-hoc projects, ensuring consistent execution across stakeholders.
Partner with internal teams across Asset Management and Insurance to deliver cross-enterprise projects.
Cultivate strong relationships across functional areas to drive collaboration and alignment.

Requirements

Bachelor’s degree with a focus in business, finance, economics or related disciplines.
2+ years of investments related experience preferred.
Proficiency in Excel required, familiarity with financial tools/software a plus.
Strong understanding of modern portfolio theory, asset pricing, and portfolio construction, with broad knowledge across asset classes.
Proven analytical and problem-solving skills with high attention to detail.
Effective communication skills, with ability to translate complex concepts and analysis into clear insights.
Proactive and collaborative approach, adaptable to emerging needs, with ability to work across teams and functions.
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

Excel
Financial tools/software
Modern portfolio theory
Asset pricing
Portfolio construction
Asset classes
Analytical skills
Problem-solving skills
Attention to detail
Communication skills
Collaboration

Location

Remote
Hybrid
In-office

Work Type

Contract
Full-time

Experience Level

Associate
2+ years

Education Level

Bachelor’s degree

Salary/Compensations

68,500 - 104,250

Benefits

Excellent benefits and wellness programs
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
Discretionary annual incentive award

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.
Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 billion in assets under management (AUM).
As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset.
As part of our team, you play a role in fulfilling our purpose and making a difference.
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.
Visit our website to learn more and for the most up to date AUM information.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best.
Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
Performance Driven.
SLC Management is a growing global asset management firm providing innovative investment solutions to institutional investors.
We help our clients meet their long-term income and capital appreciation goals and our people bring this vision to life.
Collaborative, Innovative and Inclusive.
We foster a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset.
As part of our team, you will play a role in fulfilling our purpose and making a difference.
Growth-Oriented.
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.

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.
We thank all applicants for showing an interest in this position.
Only those selected for an interview will be contacted.
Where talented people thrive.