Portfolio Strategy Lead

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

What will you do?

• Own the strategic planning and decision pipeline for an assigned portfolio of sites, under direction of the Portfolio Strategy Program Manager.
• Assess renewals, relocations, consolidations, investments, and other site decisions in the context of broader portfolio objectives.
• Identify upcoming decision points, dependencies, risks, and opportunities across the portfolio.
• Translate site-level findings into clear portfolio insights and recommendations.
• Lead the development of business cases, options analyses, financial comparisons, and decision materials.
• Work with relevant workstreams including leasing, facilities, design, project management, finance, and business stakeholders to gather and validate inputs.
• Test assumptions, reconcile details across workstreams, and clearly articulate trade-offs, risks, and implications.
• Apply sound judgment when information is incomplete, distinguishing established facts from assumptions and open questions.
• Build strong, trusted relationships with business partners and CRE workstreams to understand priorities, anticipate concerns, and support well-informed site decisions.
• Coordinate work across teams, driving timely contributions and deliverables without direct reporting authority.
• Communicate effectively and set clear expectations, leveraging differing stakeholder perspectives to strengthen outcomes and establishing controls to keep work aligned to the objective and on track.
• Prepare concise, executive-facing presentations and approval packages that make the recommendation and decision required clear.
• Track feedback and follow-up actions through to resolution.

What do you need to succeed?

• 3-5+ years of experience in corporate real estate, portfolio strategy, leasing, workplace strategy, finance, consulting, or related field.
• University degree in business, real estate, finance, or a related field.
• A strategic mindset and the ability to connect detailed project analysis to broader portfolio priorities.
• A structured and curious problem-solving approach, with the ability to frame ambiguous questions, test assumptions, and develop practical recommendations.
• Exceptional attention to detail, with the discipline to manage assumptions, data, timelines, and approval requirements accurately.
• Strong analytical and financial-modelling skills, including experience developing business cases, comparing capital and operating cost scenarios, and applying concepts such as cash flow, NPV, sensitivity analysis, and run-rate impacts.
• Strong planning and organizational skills, with the ability to manage multiple concurrent priorities and drive inputs, decisions, and approvals to completion.
• Clear, concise communicator with experience presenting decision materials for VP-level and senior audiences.
• Excellent relationship-building and stakeholder-management skills, with the ability to establish credibility, collaborate across teams, constructively challenge inputs, and influence outcomes without direct authority.
• Advanced Excel skills, including the ability to organize, reconcile, analyze, and quality-check data from multiple sources.
• Confidence using AI and other digital tools to improve efficiency, analysis, and communication.

Nice to Have

• Experience with multi-site real estate portfolios or financial services.
• Familiarity with real estate market research, scenario analysis, or portfolio planning tools.

What's in it for you?

The opportunity to move along a variety of career paths with amazing networking potential Flexible Benefits from the day you join to meet the needs of you and your family We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well‑being, fostering a positive work culture, and achieving excellence in mental health *LI-MS 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.

Diversity and Inclusion

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 View email address on apply.j-vers.com.

Hybrid Work

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range: 70,000/70 000 - 105,000/105 000

Company Culture

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers