Business Portfolio Manager at Sun Life
Waterloo, ON, Canada -
Full Time


Start Date

Immediate

Expiry Date

20 Nov, 25

Salary

78000.0

Posted On

20 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Project Work

Industry

Financial Services

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.

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)
Responsibilities

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.
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