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Asset Class Strategist

Sun Life Financial
Waterloo, IL Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 4/1/2025
Job Summary

We are seeking an experienced Portfolio Management Director to join our team. The successful candidate will be responsible for leading our investment strategy reviews, determining optimal asset mixes, and identifying new asset classes to improve overall performance and profitability.

The ideal candidate will have 10 years of experience in the investment industry, preferably in an ALM or multi-asset class portfolio management role. A CFA designation is strongly recommended, and an MBA/MFE (or equivalent) is preferred. Knowledge of broad asset classes across the investment spectrum, ALM understanding, and fixed income & derivatives skills are essential.

This is a challenging yet rewarding role that offers the opportunity to work with a talented team of professionals who share your passion for investing and delivering exceptional results for our clients.

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