Sun Life Financial
Associate Director, Portfolio Strategy & Analytics - SLC Management
Job Description
Associate Director, Portfolio Strategy & AnalyticsWe are seeking an Associate Director to partner 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.
ResponsibilitiesSurplus and General Portfolio ManagementMonitor surplus portfolios globally, providing insights on asset allocation, duration, liquidity, and earnings drivers.
Support the development and communication of surplus investment strategies across entities, ensuring consistency in decision‑making.
Assist in monitoring FVOCI, liquidity positions, and tactical surplus trading initiatives.
Investment Strategy and OptimizationSupport enterprise‑wide investment strategy and optimization reviews across Sun Life’s business groups (non‑Par/Par Insurance Contracts, Investment Contracts, Surplus).
Contribute analysis to ensure a consistent, best‑in‑c...
ResponsibilitiesSurplus and General Portfolio ManagementMonitor surplus portfolios globally, providing insights on asset allocation, duration, liquidity, and earnings drivers.
Support the development and communication of surplus investment strategies across entities, ensuring consistency in decision‑making.
Assist in monitoring FVOCI, liquidity positions, and tactical surplus trading initiatives.
Investment Strategy and OptimizationSupport enterprise‑wide investment strategy and optimization reviews across Sun Life’s business groups (non‑Par/Par Insurance Contracts, Investment Contracts, Surplus).
Contribute analysis to ensure a consistent, best‑in‑c...