Senior Analyst, Fund Research

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
:

• This role entails interacting with individuals from various business units at Sun Life as well as third party mutual fund manufacturers. The candidate must be able to foster great working relationships with all.
• Conduct comprehensive research on the Canadian mutual fund universe and individual mutual funds in particular.

What will you do?

• Be a key member of the Mutual Fund Research team that supports Advisors and Management
• The individual will be critical to future enhancement of current programs and the creation of new ones under Fund Research
• The individual must be able to execute thoughtful research, make recommendations, and support them in the field
• Must be capable of interviewing portfolio managers effectively, leading due diligence meetings, and representing SLF.
• Contribute to the strategic management of SLFISI’s Product Shelf
• Create & write advisor-facing research reports, articles, updates and presentations

What do you need to succeed?

• Demonstrated analytical and project management skills
• Strong problem solving, quantitative, and data analytics skills
• Ability to multi-task in a fast paced environment
• Able to work in a team setting and autonomously
• Ability to drive change and innovation
• Strong mutual fund and ETF industry knowledge (OM, alternatives, SMA are nice to haves)
• Intellectual curiosity
• Previous distribution or dealer experience
• At least 3 years of previous experience with asset allocation and portfolio building
• Results orientated and highly self-motivated
• Excellent communication skills (both written and verbal)
• Ability to design and deliver presentations and training

Education and Experience:

• Working knowledge of other industry tools (Bloomberg, StyleADVISOR, etc.)
• University Degree
• Proficient in Morningstar Direct & Excel
• 5 years+ relevant experience
• Evidence of passion for Investments (e.g. working towards CFA, or CIM)

What’s in it for you?

• Wellness programs that support the three pillars of your health – mental, physical and financial
• 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
• 20 days vacation per year
• Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
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].
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
84,000/84 000 - 126,000/126 000
Job Category:
Investments
Posting End Date:
25/07/2023