Portfolio Analyst

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.

Job Description:

About the role:

Launched in October 2010, SLGI Asset Management (SLGI) is an investment company providing investment solutions for distribution through retail channels (Sun Life Financial Distributors, third-party advisors (MFDA, MGA and IIROC), National Accounts), as well as institutional channels (Group Retirement Services, Client Solutions and Insurance). SLGI offers Canadians a diverse lineup of asset allocation solutions, mutual funds, segregated funds, GICs, annuities and other innovative solutions empowering them to pursue their financial goals at every life stage. SLGI brings together the strengths of one of Canada’s most trusted brands in financial services with Sun Life’s asset managers (MFS and SLC Management) as well as some of the best asset managers from around the world to deliver wealth solutions to Canadians.

The Portfolio Analyst is a front-office investment role that supports portfolio managers in the research, portfolio construction, implementation, and monitoring of multi-asset portfolios and derivative-based strategies. The role is designed for a quantitatively oriented investor with strong coding skills, a passion for global markets, and the ability to translate macro and cross-asset insights into robust analytical outputs.

This role is based in our Toronto office, with an expectation of four days per week in office and one remote day per week, subject to business needs.

What will you do?

• Support daily portfolio implementation, rebalancing, and trade preparation across pooled funds, ETFs, fixed income instruments, and derivatives.
• Conduct quantitative and fundamental analysis to support tactical and strategic asset allocation decisions across equities, fixed income, currencies, commodities, and alternatives.
• Conduct structured research and analysis under senior guidance to test factors, evaluate process enhancements, and improve portfolio implementation efficiency
• Assist in implementing and maintaining quantitative models, portfolio construction tools, and rebalancing processes across equity portfolios.
• Build, maintain, and improve analytical tools, dashboards, and recurring reports for portfolio positioning, attribution, risk, exposure monitoring, and scenario analysis.
• Assist with backtesting, signal evaluation, and model validation for top-down and systematic investment processes.
• Work with PMs, trading, operations, and technology partners to improve workflow efficiency, data quality, and operational robustness.
• Use approved AI-enabled tools to accelerate research, coding, testing, and documentation while ensuring accuracy, confidentiality, and compliance with firm policies.

What do you need to succeed?

• 0–3 years of experience in investment research, portfolio analytics, risk, or multi-asset investing.
• Undergraduate degree in Finance, Economics, Mathematics, Statistics, Engineering, Computer Science, or a related discipline.
• Strong Python skills are required.
• Working knowledge of statistics, time-series analysis, portfolio analytics, and financial markets.
• Strong interest in macroeconomics, asset allocation, and cross-asset investing.
• High attention to detail, intellectual curiosity, and strong communication skills.

Preferred Skills:

• Experience with SQL, VBA, MATLAB, or R is an asset.
• Progress toward the CFA charter is preferred.
• Experience with Bloomberg and institutional portfolio/risk platforms (e.g., Aladdin, Charles River) is an asset.

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 15 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, 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.  

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 [email protected].

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

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

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