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About the Role

Sun Life is seeking an Associate to join the Corporate Development team, responsible for evaluating and driving strategic initiatives including mergers, acquisitions, sales, investments, and joint ventures. This role supports enterprise-level strategies and internal projects, contributing to both short and long-term growth across Sun Life’s global business.

Responsibilities

• Play a key role in the evaluation of strategic opportunities, including mergers, acquisitions, sales, minority investments, as well as joint ventures, partnerships, and other strategic opportunities.
• Support all stages of the transaction life cycle and manage multi-functional due diligence processes to appropriately identify risks and mitigants.
• Prepare internal approval and informal evaluation materials for senior leaders which summarize strategic merits, financial considerations, and key risks on prospective opportunities.
• Build and maintain detailed financial models for valuation, transaction analysis, and strategic planning; develop key assumptions and draw conclusions from the analysis.
• Conduct industry research, market analysis, and competitive benchmarking to identify and distill key industry trends and opportunities for internal stakeholders.
• Undertake ad-hoc analyses, as required from time to time, to support business planning and other strategic projects.
• Develop and maintain databases of comparable companies and precedent transactions.
• Provide ongoing mentorship and professional development support to analysts.

Requirements

• 3-5 years of relevant experience, such as investment banking, corporate development, M&A and/or actuarial transaction advisory.
• Proficiency in building complex financial models, including merger model and discounted cash flow model.
• Strong understanding of capital budgeting concepts, financial statement analysis, and valuation methodologies.
• Knowledge of Canadian life insurance financial reporting and actuarial valuation.
• High proficiency in Microsoft Excel and PowerPoint, with experience in creating visually compelling presentations.
• Excellent written and verbal communication skills, with the ability to effectively present complex information to non-finance professionals.
• Strong project management and organizational skills, with the ability to manage multiple tasks and projects simultaneously.
• Ability to work cross-functionally, build relationships and collaborate effectively with a wide range of internal and external stakeholders on transaction processes across our global businesses.
• Ability to leverage technology and data to help drive efficiencies and positive outcomes.
• Unquestionable personal code of ethics, integrity, and trust.
• Ability to work flexibly across multiple time zones while managing competing priorities and deadlines; travel commensurate with business needs.

Skills

• Microsoft Excel
• Microsoft PowerPoint
• Bloomberg
• Capital IQ

Location

• Toronto

Work Type

• Hybrid

Experience Level

• 3-5 years

Education Level

• Bachelor's degree in finance, economics, commerce, actuarial science or a related field
• Completion or demonstrated progress towards relevant professional designations (e.g., CFA, CBV, CPA, FSA/FCIA) considered an asset

Salary/Compensations

• 90,000 - 140,000

Benefits

• Eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.
• Certain sales focused roles have sales incentive plans based on individual or group sales results.

About the Company

• At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.
• Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
• We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.
• We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

Equal Opportunity

• Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
• 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.