Director, Portfolio Strategy & Analytics - SLC Management

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.  

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset.  As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

WHAT'S IN IT FOR YOU:

Seize the opportunity to join our dynamic and forward-thinking team at SLC as the Director of Portfolio Strategy & Analytics. You'll play a crucial part in shaping the future of our global investment landscape and driving transformative change. The role acts as a strategic bridge between SLC’s Front Office investment teams (SLC Fixed Income, Crescent, BentallGreenOak, InfraRed), and Sun Life stakeholders across ALM, Capital Management, Risk and Finance, focused on delivering enterprise-wide investment insights and portfolio construction leadership for Sun Life’s Global General Account.

This role is central to advancing SLC Management’s insurance asset management value proposition, leveraging the firm’s scaled public and private fixed income, real assets, and alternative investment capabilities to support Sun Life’s long-term risk‑adjusted return, capital efficiency, and liquidity objectives. You will gain unparalleled insights into how SLC's entire product suite, including all asset classes and investment solutions offered (public fixed income, private fixed income, alternative fixed income/high yield, structured products, real estate and infrastructure equity, derivatives, etc.) seamlessly complement and elevate Sun Life's risk- and capital- adjusted return profile. 

WHAT YOU WILL DO: 

1. Strategic Asset Allocation and Investment Strategy

• Own and evolve our proprietary Portfolio Optimization framework tailored to insurance balance sheets, incorporating Sun Life–specific constraints including capital, ALM, Accounting (IFRS), liquidity, and regulatory requirements across geographies.

• Establish and maintain consistent risk/return assumptions, correlations, and capital efficiency parameters used in Investment Strategy Reviews, ensuring methodological consistency and governance globally.

• Partner with various teams to align portfolio construction with liability characteristics, surplus objectives, and enterprise risk appetite.

• Leverage SLC Management’s diversified platform across investment‑grade fixed income, private credit, real estate, infrastructure, and alternatives to enhance portfolio outcomes for insurance clients.

2. Tactical Asset Allocation & Investment Idea Generation

• Support Tactical Asset Allocation (TAA) discussions for the General Account, translating macro, valuation, and relative value views into actionable portfolio tilts.

• Drive engagement with public fixed income trading and portfolio management desks to design and implement tactical strategies across rates, credit, curve positioning, sector rotation, and relative value opportunities.

• Coordinate cross‑asset investment ideas, ensuring alignment between public markets, private assets, and derivative overlays to maximize implementation efficiency and capital usage.

3. Performance Assessment & Value‑Add Measurement

• Support performance assessment frameworks for Sun Life insurance portfolios, including attribution, benchmarking, and value‑add analysis across asset classes and strategies.

• Develop portfolio‑level analytics that link performance outcomes to SAA, TAA, security selection, and alternative asset allocations.

4. Affiliate & Alternative Asset Strategy Oversight

• Support the placement of affiliate‑managed alternative strategies (Crescent, BentallGreenOak, InfraRed) within the Sun Life General Account.

• Drive synergies between Asset Management and Insurance, ensuring alternative investments are deployed in structures that optimize yield, capital efficiency, liquidity, and risk diversification.

• Act as a central coordination point for evaluating new alternative strategies and scaling existing capabilities for insurance use cases.

5. Support Office of the Chief Investment Officer

• Support the Office of the Chief Investment Officer on strategic initiatives, including enterprise investment reviews, portfolio transformation programs, and innovation in insurance asset management.

• Prepare executive‑level materials and insights that articulate portfolio positioning, strategic trade‑offs, and forward‑looking opportunities.
   

6. Investment Policy & Governance

• Lead governance for global investment policies and operating guidelines, ensuring consistency across regions, asset classes, and legal entities.

• Partner with Risk, Compliance, and Portfolio Management to ensure policies remain fit‑for‑purpose as markets, regulations, and SLC capabilities evolve.
   

WHAT YOU WILL NEED TO SUCCEED:

• 8+ years of experience in investment strategy / asset management or a related field, with a deep and comprehensive understanding of modern portfolio theory, asset pricing, and risk management.

• Exceptional communication skills, with the ability to explain complex topics to both technical and non-technical audiences in a clear, compelling, and impactful manner.

• Extensive knowledge of broad asset classes and a working knowledge of Sun Life's liability profiles (a distinct advantage).

• Proven track record in delivering innovative, industry-leading solutions and cultivating strong, collaborative working relationships across various functional areas.

• Proficiency in utilizing financial tools and software, such as Bloomberg, BlackRock Aladdin, or Morningstar Direct (a plus).

• University degree in Finance, Business, or Economics, with a CFA designation (or equivalent) preferred.

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager
• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Salary Range

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected].

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.