Senior Manager, Portfolio Management

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Job Description - Senior Manager, Portfolio Management

About Sun Life Financial

Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2018, Sun Life Financial had total assets under management of CDN $951 billion. For more information please visit

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

Job Description:

  • Use metrics and data visualization effectively to report portfolio performance and support decision-making at the team or organizational level
  • Be an integral member of the advisory team to the CIO, providing financial planning and technology operating strategy process
  • Delivery of IT Wealth and Pension projects according to scope, cost, and timeline with the most suitable methodology (Waterfall or Agile delivery methodology)
  • Ensure initiatives running in different delivery methodologies having dependencies clearly identified with delivery timeline and resources integrated seamlessly between the initiatives
  • Responsible for project budgeting, tracking, and reporting. Align with business stakeholders on process and metric that meets the agile delivery methodology
  • Support portfolio reporting and dashboard preparation
  • Collaborate with business stakeholders to optimize scope / timeline to drive the best business values with the project investments
  • Run projects in a hybrid model of both Waterfall and Agile, including working with business on concept changes for project scope, cost and resources approval process, financial tracking, etc.
  • Negotiate with different business stakeholders to compromise on the scope/timeline to ensure synergy between projects.
  • Frequent contact with business stakeholders to align on project delivery methodology and align projects deliverables
  • Frequent contact with IT delivery teams, vendors, and regional delivery team to align on project delivery resource planning

Requirements

  • Bachelor Degree, preferable in Information Technology or related discipline
  • 10-15 years of working experience in project management/business analysis field in banking/insurance/financial industry
  • Preferred to have knowledge in pension functions including pension operations, agency compensation, fund accounting and regulatory reporting
  • Certification in Project Management and Agile such as PMP, CSM, CSPO, SAFe Agilist is preferred
  • Experience in managing projects using Agile and Waterfall delivery methodology
  • Experience in project management or Agile methodology tools such as MS Project, JIRA and Confluence
  • Strong communication, collaboration, influencing and negotiation skills
  • Strong relationship building in managing various business partners and vendors
  • Strong planning and time management skills
  • Fluent in written and spoken English
  • Applicants with less qualified experiences will be considered for Senior Analyst, Portfolio Management role

We offer 5-day work, attractive salary, MPF, group life and group medical insurance and excellent career development opportunities to the right candidate.

Interested parties please send detailed resume with current & expected salary and availability by email to [email redacted, apply via Company website].

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 12 months after completion of the recruitment process. (All information will be held in strict confidence and only used for recruitment purpose.)

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