Senior Analyst, Fund Research

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:

We are seeking an analytical and highly motivated Senior Analyst to join our Fund Research team. The ideal candidate will bring a deep understanding of investment strategies, a keen eye for detail, and the ability to communicate complex concepts clearly and succinctly.

This Senior Analyst position is a vital part of the Fund Research team, providing essential support to both Advisors and Senior Management. The role operates within the centralized Product Shelf department supporting Sun Life’s affiliated dealers: SLFISI (Sun Life Financial Investment Services Canada Inc.) and SLCSI (Sun Life Canada Securities Inc.). 

The successful candidate will work closely with a wide range of stakeholders, including Investment Advisors, Portfolio Managers, National Accounts Representatives, Legal, Operations, and Compliance teams, and colleagues across Sun Life Financial. This collaborative environment requires strong relationship-building and communication skills to ensure effective information sharing and alignment across business units.

What will you do?

• Be a key member of the Mutual Fund Research team that supports Advisors and Management

• This role entails interacting with individuals from various business units at Sun Life as well as third party mutual fund manufacturers. The candidate must be able to foster great working relationships with all

• Conduct comprehensive research on the Canadian mutual fund universe and individual mutual funds in particular

• Create & write advisor-facing research reports, articles, updates and presentations

• Contribute to the strategic management of SLFISI’s Product Shelf

• The individual must be able to execute thoughtful research, make recommendations, and support them in the field

• Must be capable of interviewing portfolio managers effectively, leading due diligence meetings, and representing SLF

• The individual will be critical to future enhancement of current programs and the creation of new ones under Fund Research

What do you need to succeed?

• At least 5 years of previous experience undertaking Mutual Fund Research

• At least 3 years of previous experience with asset allocation and portfolio building, as well as previous distribution or dealer experience

• Deep understanding of various investment styles, asset classes, portfolio construction principles, and risk management techniques

• Strong mutual fund and ETF industry knowledge (OM, alternatives, SMA are nice to haves)

• Strong knowledge of the Canadian mutual fund and securities regulatory environment is essential

• Intellectual curiosity is a must

• Strong problem solving, quantitative, and data analytics skills

• Demonstrated analytical and project management skills

• Great knowledge of Microsoft Office (expert level Excel)

• Experience with industry specific tools such as Morningstar Direct and Bloomberg

• Excellent communication skills (both written and verbal)

• Results orientated and highly self-motivated

• Ability to multi-task in a fast-paced environment

• Ability to drive change and innovation

• Ability to design and deliver presentations and training

• Able to work in a team setting and autonomously

Education and Experience: 

• University Degree

• Evidence of passion for Investments (e.g. working towards CFA, or CIM)

• Proficient in Morningstar Direct & Excel

• Working knowledge of other industry tools (Bloomberg, StyleADVISOR, etc.)

What’s in it for you?

• 20 days vacation per year

• 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

• Wellness programs that support the three pillars of your health – mental, physical and financial

• Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle

*LI-NB1

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

Salary Range:

84,000/84 000 - 126,000/126 000

Job Category:

Investments

Posting End Date:

02/01/2026