Senior Analyst, Portfolio Construction & Investment Strategy
Sun Life(19 hours ago)
About this role
Sun Life Global Investments is seeking a Senior Analyst to lead the design and enhancement of model portfolios for retail wealth advisors, leveraging deep expertise in asset allocation, portfolio construction, and managed product research. The role offers an opportunity to contribute to innovative investment solutions within a collaborative and purpose-driven culture.
Required Skills
- Asset Allocation
- Portfolio Management
- Managed Products
- Risk Analysis
- Financial Research
- Excel
- Morningstar Direct
- VBA
- Stress Testing
- Factor Modelling
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
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