Global Funds Analyst

Sun Life Financial, Inc. Other US Location

Company

Sun Life Financial, Inc.

Location

Other US Location

Type

Full Time

Job Description

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:

Job description (heading) / Description du poste (titre)

  • The role involves the screening and analysis of offshore fund outlets for use in client portfolios.
  • It includes coverage of macroeconomic and fundamental analysis of geographic regions and sectors.
  • Provide back-up function to Portfolio Manager

Preferred skills (heading) / Compétences particulières (titre)

  • Background in macroeconomics and financial analysis
  • Good communication skills for interactions with external and internal entities
  • Ability to produce timely and actionable research reports
  • Ability to present and defend investment thesis

Qualifications (heading) / Compétences (titre)

  • Bachelor's degree in finance or economics, or related management course
  • Preferably with at least two (2) years' experience in relevant analytical role
  • MBA, CFA, or CFA-candidate a plus

Responsibilities (heading) / Responsabilités (titre)

  • Maintain and enhance the internal scoring methodology and scorecards
  • Conduct regular due diligence on fund issuers and fund vehicles
  • Accreditation of new investment outlets and annual renewals of existing securities
  • Provide actionable ideas to the Portfolio Managers
  • Provide support to client facing teams in the form of reports or speaking engagements
  • As needed, act as back-up to the Portfolio Manager

Job Category:

Asset Management

Posting End Date:

30/03/2025

Apply Now

Date Posted

12/09/2024

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