Senior Portfolio Analyst
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Key skills for this role
About the Role
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 generate investment ideas and improve portfolio outcomes.
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
- 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 research, portfolio construction, implementation, and ongoing enhancement of multi asset portfolios and derivative based strategies.
- This role is based in Toronto with an expectation of four days per week in office and one remote day per week.
What will you do?
- 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.
What do you need to succeed?
- 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 required.
- 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.
Preferred Skills
- 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).
What's in it for you?
- Hybrid work environment.
- A friendly, collaborative, and inclusive culture.
- 20 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.
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