Associate Director, Portfolio Strategy & Analytics - SLC Management

Associate Director, Portfolio Strategy & Analytics

We are seeking an Associate Director to partner 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. 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 ensur...