Senior Portfolio Analyst
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
Sun Life is seeking a Senior Portfolio Analyst to join SLGI Asset Management in Toronto. This front-office investment role involves supporting portfolio managers in multi-asset portfolio construction, quantitative research, and derivative strategies.
Key Skills for This Role
Responsibilities
- Generate and evaluate top down investment ideas by integrating macroeconomic, valuation, market technical, and cross asset signals into the team’s tactical asset allocation framework
- Lead the research, development, and enhancement of stock selection models, alpha factors, and portfolio construction methodologies for quantitative equity strategies
- Contribute directly to portfolio construction, implementation, and rebalancing across pooled funds, ETFs, fixed income instruments, currencies, and derivatives
- Independently design and execute research projects using large structured and unstructured datasets to identify predictive signals and improve model estimation
- Design and enhance analytical infrastructure, research workflows, and portfolio monitoring tools to improve scalability, repeatability, and decision quality
- Partner with trading, operations, risk, and technology teams to support efficient implementation and strong process control
- Translate investment views and model outputs into clear written and verbal communication for internal stakeholders, product partners, and client facing teams
- Mentor junior analysts and help raise team capability in coding, automation, model discipline, and AI enabled investment workflows
- Use and help refine approved AI tools for coding, research synthesis, process automation, and documentation, with strong validation and governance standards
Requirements
- 3–5 years of relevant experience in multi asset investing, macro research, quantitative portfolio construction, or related investment roles
- Undergraduate or advanced degree in Finance, Economics, Applied Mathematics, Statistics, Engineering, Computer Science, or a related field
- Strong Python skills
- Demonstrated experience conducting quantitative research, building models, and applying analysis to real portfolio decisions
- Strong knowledge of global asset classes, portfolio construction, risk analytics, and macroeconomic transmission across markets
- Strong judgment, clear communication, ownership mindset, and proven ability to work independently in a collaborative front office environment
- CFA charter or meaningful progress toward it is preferred
- SQL experience and experience with production quality research/reporting workflows strongly preferred
- Derivatives, overlays, and instrument implementation experience are strong assets
- Experience with Bloomberg, Charles River, Aladdin, or similar front office systems is preferred
- Experience with Excel (proficiency with Pivot tables, V/X look ups, Macros)
Full Job Posting
About the role
- SLGI Asset Management is an investment company providing investment solutions for distribution through retail and institutional channels.
- The Senior Portfolio Analyst is a front office investment role responsible for supporting portfolio managers in multi asset portfolios and derivative based strategies.
What will you do?
- Generate and evaluate top down investment ideas by integrating macroeconomic, valuation, market technical, and cross asset signals.
- Lead research, development, and enhancement of stock selection models, alpha factors, and portfolio construction methodologies.
- Contribute directly to portfolio construction, implementation, and rebalancing across pooled funds, ETFs, fixed income, currencies, and derivatives.
- Independently design and execute research projects using large datasets to identify predictive signals.
- Design and enhance analytical infrastructure, research workflows, and portfolio monitoring tools.
- Partner with trading, operations, risk, and technology teams.
- Translate investment views into clear communication for internal and client facing teams.
- Mentor junior analysts in coding, automation, model discipline, and AI enabled workflows.
- Use and refine approved AI tools for coding, research synthesis, and process automation.
What do you need to succeed?
- 3–5 years of relevant experience in multi asset investing, macro research, quantitative portfolio construction, or related roles.
- Undergraduate or advanced degree in Finance, Economics, Applied Mathematics, Statistics, Engineering, Computer Science, or related field.
- Strong Python skills required.
- Demonstrated experience conducting quantitative research and applying analysis to real portfolio decisions.
- Strong knowledge of global asset classes, portfolio construction, risk analytics, and macroeconomic transmission.
- Strong judgment, clear communication, ownership mindset, and ability to work independently.
Preferred Skills
- CFA charter or meaningful progress toward it.
- SQL experience and experience with production quality research/reporting workflows.
- Derivatives, overlays, and instrument implementation experience.
- Experience with Bloomberg, Charles River, Aladdin, or similar front office systems.
- Experience with Excel (Pivot tables, V/X look ups, Macros).
What's in it for you?
- Hybrid work environment.
- Friendly, collaborative, and inclusive culture.
- 20 vacation days per year.
- Flexible Benefits from day one.
- Pension, stock and savings programs.
- Opportunity for career paths with networking potential.
- Access to Global Learning Centre 24/7.
- Wellness programs for mental, physical, and financial health.
Salary Range
- Base Pay range: 103,500 148,750 CAD for primary location.
- Eligible for various incentive plans, payment discretionary.
Workplace
- Based in Toronto office, four days per week in office and one remote day per week.
About Sun Life
- Sun Life is a leading financial services company.
- Recognized as a Best Workplace in Canada for multiple years.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Sun Life
Manager, Product Development
Toronto, CAN
Sun Life is seeking a Manager, Product Development to execute product development initiatives for retail insurance products. You will drive new product enhancements, conduct client/advisor research, and manage cross-func
Manager, Product Development
Toronto, CAN
Sun Life seeks a Manager, Product Development to drive product enhancements and innovations for retail insurance portfolios. The role involves product development, client/advisor research, data-driven analysis, and proje
Senior Portfolio Analyst
Toronto, CAN
Sun Life is seeking a Senior Portfolio Analyst to support portfolio managers in multi-asset portfolios and derivative-based strategies. The role combines macro judgment, quantitative rigor, and strong technical skills to
Future Opportunities
Vancouver, CAN
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
Planning & Reporting Analyst, Global Expense Management
Toronto, CAN
Sun Life seeks a Planning & Reporting Analyst to join the Global Expense Management team. You will collaborate with business groups to develop consolidated expense reporting, support budgeting and forecasting, and drive
Planning & Reporting Analyst, Global Expense Management
Toronto, CAN
Sun Life seeks a Planning & Reporting Analyst to join its Corporate Expense Management team, overseeing over CAD 14B in annual expenditures. The role involves collaborating with business groups to develop consolidated ex
Business Systems Analyst – Hyperion Planning Operations/Finance
Toronto, CAN
Sun Life is seeking a Business Systems/Operation Analyst to support Oracle EPM Cloud applications in a production support capacity. The role requires 3+ years of experience as a Business Systems Analyst or Operations Ana
Business Systems Analyst – Hyperion Planning Operations/Finance
Toronto, CAN
Sun Life is looking for a Business Systems/Operation Analyst to support Oracle EPM Cloud applications in a production environment. The role involves providing day-to-day user support, gathering business requirements, and
Manager, Product Development
Toronto, CAN
Manager, Product Development
Toronto, CAN
Senior Portfolio Analyst
Toronto, CAN
Future Opportunities
Vancouver, CAN
Planning & Reporting Analyst, Global Expense Management
Toronto, CAN
Planning & Reporting Analyst, Global Expense Management
Toronto, CAN
Business Systems Analyst – Hyperion Planning Operations/Finance
Toronto, CAN
Business Systems Analyst – Hyperion Planning Operations/Finance
Toronto, CAN