Manager, Performance and Attribution

at  Sun Life

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.

PREFERRED SKILLS:

• Experience in Bloomberg, Charles River, Morningstar Direct would be beneficial.

UNIQUE REQUIREMENTS:

• Willingness to work additional hours as needed during month end/ quarter end.

ABOUT THE ROLE:

The Performance and Attribution Team is the operational, analytical and central hub for performance and attribution calculation, reporting and data quality. Reporting to the Director of Performance and Attribution, and partnering with business and functional leaders within Portfolio Management, Product and Institutional, the incumbent is expected to lead the day-to-day performance and attribution related activities for our portfolios. In addition, the incumbent will help with the future planning of the team, to ensure the infrastructure and processes can support the needs of our internal partners, as well as the future growth of the firm.

WHAT WILL YOU DO?

• Manage the day-to-day performance and attribution calculation process, ensuring it is accurate and reports are delivered on time.
• Maintain all performance related data in our systems and platforms.
• Partner closely with the portfolio management team to build out attribution models for different asset classes.
• Conduct thorough analysis on performance and attribution results, highlighting key drivers of performance for our portfolio management team.
• Resolve any performance related issues.
• Investigate and respond to inquiries from internal stakeholders on reports.
• Participate in project planning, research and analysis of possible solutions, and provide recommendations.
• On-going development and enhancement of processes, which includes data ingestion, calculation, validation, storage and delivery to internal and external parties.
• Take the lead on performance related projects by ensuring all relevant parties are aligned. Able to influence others to ensure an optimal and successful outcome.
• Build strong relationships and partnerships with both internal teams and external vendors.
• Work with technical teams/ vendors to configure and test our internal reporting system; developing tests and automating control checks to ensure the accuracy and completeness of information being used to calculate performance related analytics.
• Establish and maintain Global Investment Performance Standards (GIPS) compliance.
• Manage external and internal audits on performance related outputs.
• Work with SLGI’s Risk Governance Team, documenting policies and procedures for performance and attribution calculations.