Consult with asset and wealth management businesses across Sun Life to provide manager research, manager and platform monitoring, asset allocation and portfolio construction reviews. Provide investment consulting and pension administrative support to the internal Sun Life staff pension plans.

-Promoted to Portfolio Strategist from Associate Portfolio Strategist in 2015.-Create customized asset allocation solutions for high net worth and institutional investors by employing mean-variance, downside risk, and surplus risk optimization techniques; stress testing; risk decomposition; Monte Carlo simulation; factor sensitivity analysis; and historical returns analysis.-Construct multi-manager equity and fixed income portfolios to provide custom solutions to clients utilizing holdings and returns based analytics from Wilshire Atlas, MSCI BarraOne, Zephyr StyleAdvisor and in-house tools.-Conduct quantitative analysis to research the potential benefits of new asset allocation, risk management, and manager selection techniques.-Design Excel-based tools to add new capabilities in asset allocation, risk management, and manager selection.-Build and enhance systems and processes for fund and manager performance analysis systems. The systems are used internally by fund managers, the investment manager research team, and by external clients to monitor their investment programs.-Deliver quarterly risk reports covering all long-only funds, fund managers, and key client investment programs to management highlighting key trends and areas of concern.-Deliver periodic reports for quantitative analysis of manager, fund and investment program performance.

-Promoted to Senior Analyst after one year to focus on program enhancement projects and to take on new responsibilities with third-party managed accounts.-Created a system that automatically calculated portfolio asset class values and identified portfolios that needed rebalancing so that portfolio managers and head office could accomplish their work in an efficient manner.-Developed systems and processes critical to keeping the Managed Portfolio Program in compliance with regulations and included such tasks as tracking continuing policy violations, discovering issues with account IE codes, and identifying impermissible debit balances.-Reviewed advisor managed accounts for coherent portfolio management strategies and adherence to policies and procedures to ensure that client objectives were being met and that risks to the firm and portfolio managers were minimized.-Conducted quarterly due diligence reviews on third party managed accounts to ensure that the model portfolio complied with the investment policy statement and that client account performance was in line with model portfolio performance.

-Provided information to brokers, head offices and the general public on accounts, funds, operations, and policies. -Updated account information including addresses, pre-authorized checking deposits and systematic withdrawal amounts.