Associate Director, Portfolio Strategy & Analytics - SLC Management

Responsibilities

• Surplus and General Portfolio Management : 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, ensuring consistency in decision-making.
• Assist in monitoring FVOCI, liquidity positions, and tactical surplus trading initiatives.
• Investment Strategy and Optimization : Support 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-class optimization approach is applied across portfolios, customized for Sun Life's needs.
• Assist in evaluating portfolio construction trade-offs (risk, return, capital, and liquidity) and ensuring asset allocation changes are actionable.
• Tactical Asset Allocation (TAA) 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 in collaboration with investment teams.
• Analytics, Reporting & Governance 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.
• Collaboration & Execution Support the Office of CIO on strategic initiatives and enterprise opportunities, contributing analytics, insights, and execution support to drive impactful outcomes.
• 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, ensuring consistent execution across stakeholders.
• Cultivate strong relationships across functional areas to drive collaboration and alignment.
• What you need to succeed:
• 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; familiarity with insurance liabilities and surplus portfolios is an advantage.
• Demonstrated ana

Additional Information

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. Job Description: Associate Director, Portfolio Strategy & Analytics - SLC Management

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