Associate Director, Portfolio Strategy & Analytics - SLC Management

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.

Associate Director, Portfolio Strategy & Analytics – SLC Management

What is in it for you:

As part of the Portfolio Strategy & Analytics team, the Associate Director 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 analytical and collaboratively, connecting data to decision-making and influencing outcomes across a sophisticated investment platform.

What you will do:

• 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 analytical and problem-solving skills, with ability to translate complex analysis into actionable insights.
• Strong communication skills, with ability to engage both technical and senior audiences effectively.
• Collaborative and proactive approach, with proven ability to work across teams and functions.
• Proficiency with financial tools/software such as Bloomberg, BlackRock Aladdin, or Morningstar Direct (a plus).
• University degree in Finance, Business, or Economics; CFA designation (or progress toward) preferred.

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager
• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. 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.

Salary Range

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

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 [email protected].

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