Associate, Portfolio Operations (12 month contract)

The opportunity

Provide direct assistance to the Manager in the operation of the unit, including troubleshooting, Adhoc projects and completion and review of the work of the team. Assume the responsibility for the operation of the unit during the Manager’s absence. To utilize senior specialist skills and knowledge within the Investment Finance unit to carry out tasks required to contribute to the department’s role.

This role reports to Manager, Capital Markets Operations

Co-ordinates, troubleshoots and reviews work of the team.

• Reviews daily work and sets work priorities. Co-ordinates work of the team as required to meet deadlines.

• Provides guidance and reviews the team’s work to ensure accuracy and control standards are being met.

• Responds to and resolve problems and provide recommendations as to future procedural changes.

• Provides assistance to the team on complex issues.

Carries out daily work within the Investment Finance “units”:

• Determines critical priorities for the day

• Completes critical priorities for the day

• Identifies and analyses issues and problems

• Determines and carries out appropriate solutions for issues and problems

• Works with team members to ensure all critical priorities for the team are completed in the day

• Checks and reconciles information to ensure accuracy

• Applies controls, checks and balances

• Follows up on discrepancies and resolves discrepancies

• Reviews files and information prepared by others

Produces reports

• Generates standard reports

• Analyses requests for non-standard reports and designs/delivers reports

Acts as lead on projects for the department under the guidance of the Manager

• Plans project and identifies needs.

• Carries out project tasks and/or co-ordinates the project work of team members

• Liaises with IT Investments as needed on systems related projects

• Documents processes.

Identifies and carries out improvements for the unit

• Actively identifies efficiency improvements

• Investigates and implements improvements

Assists the Manager in researching, identifying and documenting the characteristics and attributes of new products, programs or processes.

• Identifies procedural/process changes and requirements

• Provides recommendations for procedures and processes

• Develops and implements tests plans

• Documents processes

Services internal clients

• Provides information and services to internal clients

• Responds to inquiries and requests from internal clients

• Deals with internal clients in a professional and timely manner

Deals with internal and external suppliers

• Manages the relationship to ensure a high quality of service is delivered by suppliers.

• Provides information and requests information as needed to established suppliers (eg. Counter-parties, FCMs, Systems providers, etc.)

• Represents OTPP in a professional manner

Other

• Co-ordinates and reviews completeness and quality of the training of team members.

• Investigates system handling of products including testing of problems and testing of new systems

• Analyses and implements new processes and systems

• Maximizes the use of technology in all work processes

• Provides constructive ideas relative to the Board's operations

• Documents (including complex aspects of products, processes and systems)

• Maintains personal awareness and current knowledge of issues affecting the Board's operations

• Represents OTPP in a professional manner

• Trains team members as required

• Backs up Manager during absences.

• Backs up team members during absences

• Other duties as requested

• Relevant university degree (such as Business, Accounting, Finance, Economics, Mathematics, Computer Science, Actuarial Science) or equivalent relevant experience with Investment Finance processes

• Requires an individual with extensive experience in Finance Operations processes (4 years or more)

• Excellent background and working knowledge of Capital Markets Derivatives products and processes.

• Good priority setting and time management skills in order co-ordinate the work of others to meet deadlines and quality standards.

• Solid skills in training others on complex processes.

• Excellent analytical skills and the ability to think through problems, assess a variety of factors and recommend a solution

• Excellent quantitative and computer skills (Excel, SQL, VBA and Access), including an understanding of database concepts

• Good background skills and knowledge of accounting and reconciliation processes

• Must be able to work to deadlines, adapt to a rapidly changing environment and sustain high productivity levels

• Must be extremely detail oriented, organized and thorough

• Self starter, confident, innovative, team player

• Good interpersonal and communication skills

• Must be able to effectively deal with internal and external clients and suppliers

• Ability to work with minimum supervision

• Enrollment in the CFA, CGA or CMA program an asset

#LI-PA, #LI-Hybrid

What we’re offering

• Competitive compensation

• Numerous opportunities for professional growth and development

• A flexible/hybrid work environment combining in office collaboration and remote working

• Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year

• Employee discount programs including Edvantage and Perkopolis

At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.

How to apply

Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded digital interview as part of your application.

Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.

Candidates must be legally entitled to work in the country where this role is located.

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