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
What We Do
A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years