Company Description
Make an impact at a global and dynamic investment organization
When you join CPP Investments, you are joining one of the world’s most admired and respected institutional investors. As a professional investment management organization, CPP Investments invests the funds of the Canada Pension Plan (CPP) to help ensure its financial sustainability for generations of working and retired Canadians.
CPP Investments invests across regions and asset classes to build a globally diversified portfolio. It holds assets in public equity, private equity, real estate, infrastructure, and fixed income, and the CPP Fund is projected to reach $3.6 trillion in assets by 2050. The organization is headquartered in Toronto with offices in Hong Kong, London, Mumbai, New York City, San Francisco, São Paulo, and Sydney.
CPP Investments successfully attracts, selects, and retains talented individuals from top-tier institutions worldwide. Join our team for access to:
- Stimulating work in a fast-paced and intellectually challenging environment
- Accelerated exposure and responsibility
- Global career development opportunities
- Diverse and inspiring colleagues and approachable leaders
- A hybrid-flexible work environment with an emphasis on in-person collaboration
- A culture rooted in principles of integrity, partnership, and high performance
- An organization with an important social purpose that positively impacts lives
If you have a passion for performance, value a collegial and collaborative culture, and approach work with the highest integrity, invest your career here.
Job Description
The Public Markets Middle Office PnL team is accountable for ensuring all derivative based strategies are executed in an effective and efficient manner, from trade execution to maturity. The team is cross-asset and responsible for the reconciliation and reporting of PnL for all strategies within public markets. Additionally, the team also provide support for setup and maintenance of rate curves that are used for the valuation of all derivative products.
Job Summary
As a Senior Analyst, Investment Operations you will support either the public or private Investment teams with transaction management, asset servicing, investment accounting, reporting and valuations. You will also assist with the day-to-day evaluation, accounting, and monitoring of relevant investment portfolios, covering all asset classes and security types.
This is a 12-month secondment role.
Accountabilities:
Partner with colleagues from the Investment Departments, Finance, Legal, and Risk to assist in investment closings through documentation review, system setups, transaction entries and settlements.
- Assist in daily trading and deal activity to facilitate settlement and cash related events.
- Support and manage lifecycle of transactions and deal pipeline and asset servicing; ensure investments are accurately always represented, track upcoming activity, reconcile records, and process activities.
- Assist in processing complex investments with the ability to understand impact on trading, portfolio construction, reporting and performance.
- Assist in the quarterly/ monthly valuation review; ensure valuation adjustments are accurately recorded and bring any errors/ inconsistencies to management’s attention. Provide insightful valuation analysis.
- Identify and promptly escalate irregular activities or issues and assist management in determining corrective action.
- Assist in developing and maintaining policies and procedures.
- Continually strive for operational excellence; seek ways to streamline processes and create operational efficiencies. Maintain an ongoing effective working relationship with internal investment staff and external asset managers to ensure issues are discussed and resolved, operational and financial controls and reporting requirements are met.
- Manage day to day start of day and end of day positions and recordkeeping for Investment book of record and sub-ledgers.
- Contribute to the development and maintenance of automated tools or scripts that enhance daily operations, data reconciliation, or reporting processes.
- Support efforts to streamline and improve operational workflows through technology-enabled solutions, including the exploratory use of Generative AI tools for drafting communications, summarizing documents, or supporting reporting functions.
- Leverage basic coding or data manipulation techniques (e.g., Python, VBA, SQL) and GenAI applications as complements to manual processes, where relevant and practical.
Qualifications
- Undergraduate degree or college diploma in related field.
- 3+ years of relevant experience.
- Professional designations such as a CBV, CFA, CPA are considered an asset.
- Strong analytical, financial and management accounting skills will be necessary to perform this role.
- Advanced Excel skills and comfortable learning new systems.
- Strong communication and interpersonal skills
- Strong team player who enjoys a challenging performance culture
- Strong time management and organization skills
- Readily adapt to a rapidly changing investment business and technology environments
- Self-motivated, flexible, adaptable
- Experience with coding or scripting languages such as Python, VBA, or SQL is considered an asset.
- Experience using Generative AI tools (e.g., ChatGPT, Copilot) to support document generation, reporting, or analytical summaries is considered an asset.
Additional Information
Visit our LinkedIn Career Page or Follow us on LinkedIn. #LI-EK1 #LI-Onsite
At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability.
We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process.
Our Commitment to Inclusion and Diversity:
In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.
Disclaimer:
CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.
