Portfolio Analyst – Slgi
| Company | Sun Life |
|---|---|
| Location | Toronto, ON, Canada |
| Salary | $58000 – $100000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 0–3 years of experience performing research and analysis in support of an investment decision making process
- Passionate about financial markets, investing, and portfolio management
- Self-starter who has the ability to work well collaboratively but also independently, has high attention to detail and is effective at communicating solutions to complex problems
- Experience with MS Excel/VBA. Further programming experience (e.g. Python, MATLAB, R) would be an asset
- Undergraduate degree in Finance, Economics, Computer Science, Applied Mathematics, or a related discipline. Advanced degree would be an asset
- Progress towards the CFA charter
Responsibilities
- Assist in the daily rebalancing and trading of asset allocation funds (pooled funds, ETFs, and derivatives)
- Support the tactical asset allocation framework by performing analysis under the guidance of a portfolio manager
- Analyzing the risk / return characteristics of underlying equity, fixed income, and alternative investment strategies
- Work cross-functionally with other internal teams in the organization to achieve shared objectives (including trading and investment operations) and help support the development of materials for communications with clients.
- Supporting client service teams though timely reporting of portfolio performance, attribution, and positioning
Preferred Qualifications
- Further programming experience (e.g. Python, MATLAB, R) would be an asset
- Advanced degree would be an asset