Business Portfolio Manager

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:

About the role:

Sun Life Global Investments - where ambition meets opportunity!

There are many reasons why we’ve become one of the fastest-growing retail and institutional managers in Canada - and the strength of our parent company is just one of them. Our culture is built on working smarter, solving problems together, and embracing fresh perspectives to drive meaningful outcomes.

We see possibility in every challenge and work together to drive real, lasting impact. Now in our 15th year as an asset manager and with over $60B in AUM (Institutional & retail), including our broader Sun Life Global Investments businesses, we continue to focus on developing innovative solutions that help clients manage risk and achieve financial security. With big goals ahead, we’re looking for bold, driven professionals to help shape what’s next.

You’re looking for a career with purpose. We’re here to help you thrive. Build your future with us -and invest in a career that invests in you.

The Business Portfolio Manager role is responsible for supporting the Director, Business Portfolio Management with portfolio management activities and overall consulting support. The individual will help identify and allocate expenses, provide visibility into the current status of work across the portfolio, and support with annual and quarterly financial and strategic planning activities. They will also complete consultant activities such as identifying, gathering, and documenting business needs and requirements

What will you do?

• Support the Director, Business Portfolio Management with ongoing activities such as financial reporting, annual forecasting, strategic planning, and ceremony/meeting execution.
  • Analyze expense trends and identify variances from budget/expectations.
  • Collaborate with Finance partners to support and promote process integration
• Work with Journey and Platform owners to maintain and update portfolio roadmaps, help prioritize deliverables and manage backlogs
• Support business and strategic planning activities and assist with the overall management of the Key Initiative portfolio.
• Help define and execution on a vision to bring greater transparency to BPM flow of work, whether via dashboards, improved processes, or roll-out of key corporate initiatives.
• Fulfil consultant role on projects, supporting Stakeholders, Project Managers or Squads as required to identify and assess business impacts and risks, provide recommendations on options, and help define end state of desired changes
• Engage business partners and SMEs to identify and document business needs and requirements, particularly for intake artifacts for new work and large-scale initiatives.
• Provide technical knowledge and expertise into the overall portfolio finances.

What do you need to succeed?

• 5+ years of experience in business portfolio management, with knowledge of investments and financial services.
• Strong financial analysis skills, including proficiency in Excel and model development, backed by a relevant university degree or diploma.
• Experience working in scaled agile environments and matrixed organizational structures, with the ability to adapt to multi-layer operating models.
• Excellent communication skills (verbal and written) with proven ability to build relationships and influence stakeholders.
• Strong analytical and organizational skills, with a process-oriented mindset and the ability to gather business requirements, develop solutions, and create comprehensive business cases.
• Self-motivated professional with a passion for continuous improvement, adaptability to learn new technologies, and the ability to manage priorities effectively in a fast-paced environment.

Unique Requirements:

• Some project work may be required outside of regular office hours to support critical timelines and/or critical deliverables
• Some travel may be required (between Montreal, Toronto and Waterloo)

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 20 vacation days 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
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health - mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023

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.

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