Remote Investment Specialist

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. Discover how you can make a difference in the lives of individuals, families and communities around the world. Launched in October 2010, SLGI Asset Management (SLGI) is an investment company providing investment solutions for distribution through retail channels (Sun Life Financial Distributors, third-party advisors (MFDA, MGA and IIROC), National Accounts), as well as institutional channels (Group Retirement Services, Client Solutions and Insurance). SLGI offers Canadians a diverse lineup of asset allocation solutions, mutual funds, segregated funds, GICs, annuities and other innovative solutions empowering them to pursue their financial goals at every life stage. SLGI brings together the strengths of one of Canada’s most trusted brands in financial services with Sun Life’s asset managers (MFS and SLC Management) as well as some of the best asset managers from around the world to deliver wealth solutions to Canadians.
The Portfolio Analyst is a front-office investment role that supports portfolio managers in the research, portfolio construction, implementation, and monitoring of multi-asset portfolios and derivative-based strategies. The role is designed for a quantitatively oriented investor with strong coding skills, a passion for global markets, and the ability to translate macro and cross-asset insights into robust analytical outputs.
This role is based in our Toronto office, with an expectation of four days per week in office and one remote day per week, subject to business needs.
Support daily portfolio implementation, rebalancing, and trade preparation across pooled funds, ETFs, fixed income instruments, and derivatives.
Conduct quantitative and fundamental analysis to support tactical and strategic asset allocation decisions across equities, fixed income, currencies, commodities, and alternatives.
Conduct structured research and analysis under senior guidance to test factors, evaluate process enhancements, and improve portfolio implementation efficiency
Assist in implementing and maintaining quantitative models, portfolio construction tools, and rebalancing processes across equity portfolios.
Build, maintain, and improve analytical tools, dashboards, and recurring reports for portfolio positioning, attribution, risk, exposure monitoring, and scenario analysis.
Assist with backtesting, signal evaluation, and model validation for top-down and systematic investment processes.
Work with PMs, trading, operations, and technology partners to improve workflow efficiency, data quality, and operational robustness.
Use approved AI-enabled tools to accelerate research, coding, testing, and documentation while ensuring accuracy, confidentiality, and compliance with firm policies.
0–3 years of experience in investment research, portfolio analytics, risk, or multi-asset investing.

• Undergraduate degree in Finance, Economics, Mathematics, Statistics, Engineering, Computer Science, or a related discipline.
• Strong Python skills are required.
• Working knowledge of statistics, time-series analysis, portfolio analytics, and financial markets.
• Strong interest in macroeconomics, asset allocation, and cross-asset investing.
• Experience with SQL, VBA, MATLAB, or R is an asset.

• 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
• The opportunity to move along a variety of career paths with amazing networking potential
• 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 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. 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 ca.snapjobsearch.com 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.