Investment Strategy Analyst

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.

Job Description Sun Life Global Investments - where ambition meets opportunity! We see possibility in every challenge and work together to drive real, lasting impact. With big goals ahead, we’re looking for bold, driven professionals to help shape what’s next.

Role Summary The Investment Strategy Analyst supports the Multi-Asset Solutions team by conducting research, analyzing market and economic data, and contributing to strategic investment content and insights. This is a professional role suited to an analytically strong individual with foundational experience in macro investing, asset allocation, and multi-asset strategy. The role combines research, data analysis, writing, and presentation development, with increasing accountability for independent insight generation and selective client engagement over time.

What will you do?

Analyze global financial markets, economic data, and policy developments to support investment strategy insights.

Conduct quantitative and qualitative research, including macroeconomic and scenario analysis, to inform multi‑asset perspectives.

Produce clear, compelling written content such as research notes, market commentaries, and investment outlooks.

Create high‑quality presentation materials, charts, and visuals for internal forums and client‑facing use.

Manage and analyze data from multiple sources, maintaining research databases and analytical tools.

Partner with portfolio managers to align research with broader investment frameworks and initiatives.

What do you need to succeed?

Bachelor’s degree in Finance, Economics, Business, or related field.

1-3 years experience in investment research, financial analysis, economics, or a relevant field.

Strong analytical and quantitative skills, with proficiency in Excel, Bloomberg, Macrobond or other market data platforms a plus.

Detail‑oriented with strong organizational and multi‑tasking skills.

Progress towards or completion of professional certifications such as CFA preferred.

Key Competencies

Strong analytical mindset with an ability to interpret economic and market data.

Excellent communication skills to craft clear, professional research and presentation materials.

Comfort using AI tools to support data analysis, summarize research materials and enhance communication workflows.

Collaborative team contributor with the ability to work independently within defined mandates.

High level of curiosity about financial markets.

What's in it for you?

Time off giving you the flexibility to focus on the moments that matter including 15 vacation days per year.

Flexible Benefits from the day you join to meet the needs of you and your family.

Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions.

The opportunity to move along a variety of career paths with amazing networking potential.

Flexible hybrid work model.

Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

A friendly, collaborative, and inclusive culture.

We’re honoured to be recognized as a 2025 Best Workplace in Canada by Great Place to Work® Canada.

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 thebrightside@sunlife.com.

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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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 58,000 – 100,000

Job Category Investments

Posting End Date 27/02/2026

#J-18808-Ljbffr