What are the responsibilities and job description for the Managing Director, Portfolio Management, Insurance Client Support position at Sun Life Financial?
Job Title: Managing Director, Portfolio Management, Insurance Client Support
About Us:
We are a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 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.
Our Culture:
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.
Job Description:
Reporting to the Senior Managing Director, Global Portfolio Management, the Managing Director, Portfolio Management, Insurance Client Support will work to coordinate tactical and strategic investment decisions to supporting Sun Life's General Account.
- Lead SLCs involvement in investment strategy reviews, aiming to determine optimal asset mixes and identify new asset classes to improve overall performance and profitability of the business.
- Drive the research, development and maintenance of the in-house asset portfolio optimization toolkit.
- Partner with other senior Portfolio Management leaders and the SLC Strategic Initiatives team to support the General Account while also helping to grow total SLC AUM.
What You Need to Succeed:
- 10 years of experience in the investment industry, ideally in an ALM or multi-asset class portfolio management role.
- CFA designation is strongly recommended; MBA/MFE (or equivalent) is preferred.
- Knowledge of broad asset classes across the investment spectrum.
About This Opportunity:
This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our organization.
Why Join Us?
- Opportunity to work for a growing global institutional asset manager.
- Excellent benefits and wellness programs to support your well-being.
- Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security.
How to Apply:
Please submit your application through our website.
