Sun Life Financial

Across Canada
This job is no longer available.


Aug 16, 2017
Various Locations, Ontario
Entry Level, Early Career

Role Summary:

The Analyst will primarily support the Director of Product Development with fund governance, regulatory reporting updates, performance analytics, the launch of new products and lineup maintenance. In addition, the captioned role will also gain exposure in other product areas within the team working closely with Product Managers and Senior Analysts to further enhance their knowledge of Sun Life Products.

Main Accountabilities:

  • Work with internal / external stakeholders to assist in the preparation review and submission of the regulatory renewal documents (such as Fund Fact Sheets, Management Report of Fund Performance, Simplified Prospectus, Annual Information Form etc.)
  • Prepare/compile fund performance summaries and quarterly oversight reports for the Manager, Sub-advisor Oversight
  • Provide Sales support -¬†responsible for collecting and distributing market and fund performance and positioning on Sun Life Global Investments (SLGI) funds as needed in support of sales efforts
  • Partner with Marketing -¬†providing product expertise and knowledge in the development of presentations, brochures, education pieces, etc.
  • Aid in the launch of new products -¬†perform research, reporting, and analysis on SLGI funds as well as on market and competitor fund offerings


  • Knowledge of investment management industry and business
  • Strong prioritization and communication skills
  • Independent self-starter with strong analytical skills
  • Enrolment in CFA program
  • Proficient with Microsoft Excel
  • Adept in relationship management

In 2010, Sun Life Financial launched a new investment company - Sun Life Global Investments (Canada) Inc. Sun Life Global Investments brings together the strength of Sun Life Financial with the best in asset management from around the world to offer a line-up of unique world class investment solutions - tailored for the Canadian investor.

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