Portfolio Analyst - Toronto, Canada - Sun Life

Sun Life

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self.

You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you.

Your leaders will inspire and help you reach your potential and soar to new heights.

Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

The Portfolio Analyst is responsible for supporting Portfolio Managers in investment research, analysis, and other duties relating to the management of the firm's multi-asset class funds and derivative based strategies.

What will you do?

The Portfolio Analyst's Accountabilities Are

Assist in the daily rebalancing and trading of asset allocation funds (pooled funds, ETFs, and derivatives)
Support the tactical asset allocation framework by performing analysis under the guidance of a portfolio manager
Analyzing the risk / return characteristics of underlying equity, fixed income, and alternative investment strategies
Work crossfunctionally with other internal teams in the organization to achieve shared objectives (including trading and investment operations) and help support the development of materials for communications with clients.
Supporting client service teams though timely reporting of portfolio performance, attribution, and positioning

What do you need to succeed?

03 years of experience performing research and analysis in support of an investment decision making process
Passionate about financial markets, investing, and portfolio management
Selfstarter who has the ability to work well collaboratively but also independently, has high attention to detail and is effective at communicating solutions to complex problems
Experience with MS Excel/VBA. Further programming experience (e.g. Python, MATLAB, R) would be an asset
Undergraduate degree in Finance, Economics, Computer Science, Applied Mathematics, or a related discipline. Advanced degree would be an asset
Progress towards the CFA charter

What's in it for you?

Joining one of Canadas top 25 companies to work for, as recognized by GlassDoor
Competitive salary and bonus structure influenced by market range data
Flexible Benefits from the day you join to meet the needs of you and your family
A friendly, collaborative and inclusive culture

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work.

Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

Salary Range:

58,000/ ,000/100 000

Job Category:

Investments

Posting End Date:

17/08/2023