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, Inves...