Role Overview
Sun Life is hiring a mid-level Financial Analyst (Asset & Wealth Management). This is a full-time role in IN. Part of Sun Life's Wealth Management hiring, posted 4 days ago. Full responsibilities, required qualifications, and the apply link are listed in the description below.
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Job Description
Role Overview:
As a member of the team within the Asset & Wealth Management division, your role will involve analyzing financial data to support investment decisions and client portfolio management. You will play a crucial part in creating financial models, analyzing market trends, and contributing to the development of investment strategies.
Key Responsibility:
- Develop and maintain financial models to assess investment opportunities.
- Analyze financial statements, market data, and economic indicators.
- Prepare reports and presentations summarizing findings and recommendations.
- Conduct industry and competitive analysis.
- Collaborate with portfolio managers and investment professionals.
- Contribute to the development and refinement of investment strategies.
Qualification Required:
- Bachelors degree in Finance, Economics, or a related field.
- Strong analytical and quantitative skills.
- Proficiency in financial modeling software (e.g., Excel, Bloomberg Terminal).
- Excellent data analysis and interpretation skills.
- Excellent communication and presentation skills.
(Note: No additional details about the company were provided in the job description.) Role Overview:
As a member of the team within the Asset & Wealth Management division, your role will involve analyzing financial data to support investment decisions and client portfolio management. You will play a crucial part in creating financial models, analyzing market trends, and contributing to the development of investment strategies.
Key Responsibility:
- Develop and maintain financial models to assess investment opportunities.
- Analyze financial statements, market data, and economic indicators.
- Prepare reports and presentations summarizing findings and recommendations.
- Conduct industry and competitive analysis.
- Collaborate with portfolio managers and investment professionals.
- Contribute to the development and refinement of investment strategies.
Qualification Required:
- Bachelors degree in Finance, Economics, or a related field.
- Strong analytical and quantitative skills.
- Proficiency in financial modeling software (e.g., Excel, Bloomberg Terminal).
- Excellent data analysis and interpretation skills.
- Excellent communication and presentation skills.
(Note: No additional details about the company were provided in the job description.)
Frequently Asked Questions
How do I apply for the Financial Analyst (Asset & Wealth Management) position at Sun Life?
Use the Apply button above to submit your application directly to Sun Life. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.
Where is the Financial Analyst (Asset & Wealth Management) position at Sun Life located?
This position is based in IN. Sun Life has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.
What does a Financial Analyst (Asset & Wealth Management) at Sun Life earn?
Sun Life has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.
When was the Financial Analyst (Asset & Wealth Management) role at Sun Life posted?
This role was posted on June 4, 2026 (4 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.
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