Analyst, Corporate Development

About the Role and Company

You will join Sun Life's Corporate Development team based in Toronto, contributing to strategic initiatives across the company’s four pillars. This role involves evaluating and driving mergers, acquisitions, sales, minority equity investments, joint ventures, partnerships, and other strategic projects. The position blends short and long-term growth strategy formulation and execution alongside a talented and collaborative team focused on enhancing the lives of clients globally. Regular presence is required at the Toronto One York office with flexible hybrid arrangements possible upon prior approval.

Responsibilities

• Analyze and assess a variety of strategic growth opportunities including mergers, acquisitions, minority investments, sales, joint ventures, and partnership arrangements.
• Support all transaction phases, managing multi-disciplinary due diligence processes to detect risks and establish appropriate mitigating strategies.
• Develop comprehensive evaluation materials and presentations summarizing strategic benefits, financial impacts, and risks for senior leadership approval.
• Construct and update robust financial models used for valuation, transaction analysis, and strategic financial planning.
• Conduct industry research, market studies, and competitive benchmarking to gain insights on trends and business opportunities for internal teams.
• Undertake ad-hoc business analyses to assist in strategic planning and other special projects as needed.
• Maintain databases containing information on peer companies and precedent transactions.

Qualifications and Experience

• Between one to three years’ relevant experience in fields such as investment banking, corporate development, transaction advisory, consulting, or accounting.
• A bachelor’s degree in finance, economics, commerce, or a related discipline.
• Proven experience in creating and maintaining detailed financial models.
• Strong grasp of capital budgeting, financial statement interpretation, and valuation methodologies.
• High proficiency with Microsoft Excel and PowerPoint to create engaging, clear presentations.
• Effective communication skills, being able to explain complex financial concepts to non-specialists clearly.
• Strong organizational and project management skills capable of handling multiple priorities effectively.
• Experience working collaboratively with diverse internal and external stakeholders in a global business environment.
• A commitment to ethical conduct, integrity, and confidentiality.

Preferred Additional Skills

• Progress toward or completion of professional designations such as CFA, CBV, or CPA viewed favorably.
• Familiarity with financial data platforms like Bloomberg and Capital IQ is advantageous.

Other Requirements

• Ability to manage work across multiple time zones and meet conflicting deadlines with flexibility.
• Willingness to travel as required by business demands.

Benefits and Culture

• Opportunity for varied career advancement with strong networking resources.
• Flexible benefits designed to support the individual and family needs from day one.
• Inclusive, respectful workplace supportive of personal growth.
• Recognition as one of the Best Workplaces in Ontario for 2025 and awarded the Canada Order of Excellence for Mental Health at Work® for workplace wellbeing.

Additional Information

The posted salary range for this Toronto-based position is between 90000 and 140000 CAD annually. Compensation may vary by location and is supplemented with incentive plans that depend on individual and company performance. Sales roles may have separate incentive structures.

Sun Life values diversity and inclusion as fundamental principles and welcomes applications from all qualified individuals. Accommodations during the hiring process are available upon request. The organization embraces flexible hybrid work arrangements to balance business, client, and employee needs. Artificial intelligence may be utilized in aspects of candidate screening and scheduling. Only shortlisted candidates will be contacted for interviews.