Manager, Investment Performance

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The Manager, Investment Performance is integral to the success of the Investment Finance team, and to CAAT’s guiding mission and growth strategy.

Reporting to the Director, Investment Finance, the Manager is responsible for producing accurate, timely and comprehensive performance reporting and analysis on CAAT’s portfolio.

The incumbent will utilize various systems and analytical tools to generate total portfolio, asset class and manager-level attribution analysis to support portfolio management related decisions.

We are looking for someone with :

At least 5 to 8 years of progressive experience in accounting / finance within a pension plan or the financial services industry in a performance measurement role.

This involves calculating, analyzing, and reporting on portfolio performance.

• University degree or College diploma in Accounting or Business Administration.
• Progression toward, or completion of, CIPM and / or CFA designation would be considered a strong asset.
• Working knowledge of Global Investment Performance Standards (GIPS®) is strongly preferred.

The successful candidate will demonstrate :

• Understanding of complex institutional investment portfolios (i.e. knowledge of equities, fixed income, hedge funds, private markets, and derivatives / overlay) and industry standard performance measurement and benchmarking practices
• Experience preparing and presenting portfolio and market performance results on behalf of a large institutional asset owner is preferred (e.

g. endowment, foundation, or pension)

• Robust understanding of performance measurement and performance attribution concepts for a portfolio.
• Excellent organizational, analytical, problem-solving, and decision-making skills with a high attention to detail.
• Experience interacting with and communicating to various stakeholders regarding industry standard performance measurement and benchmarking practices.
• Effective team player with the demonstrated ability to build relationships and collaborate across teams.

Once here you will :

• Ensure timely and accurate reporting of monthly / quarterly / annual investment performance, asset allocation, and various portfolio metrics as required.
• Develop comprehensive performance measurement and analytics reporting for various stakeholders, including the Investment Team, Senior Management and Board of Trustees.
• Oversee our third-party service provider, BNY Mellon, in the calculation of portfolio performance metrics. This involves establishing controls for monitoring and reconciliation of performance related data.
• Conduct detailed analysis of performance at various levels to assess investment performance, including attribution in both relative and absolute terms.
• Take ownership of special projects as they arise (e.g. projects related to investment performance systems upgrade or development of new performance attribution models).
• Continuously refine performance measurement techniques to ensure alignment with the latest industry standards and compliance with regulatory requirements and internal policies.
• Act as a primary point of contact for performance-related inquiries from internal teams, board members, and external parties.

If you meet most of the criteria above, we would love to connect with you. Please click onto APPLY above to easily submit your candidacy on or before May 15, 2024.

The success of our company is dependent on fostering a culture of embracing diversity, equity, and inclusion in everything we do.

All employees are guided by our Mission, Values, and Code of Conduct.

CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code.

Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested. Should any applicant require accommodation through the application processes, please contact us at hr@caatpension.

ca or call Human Resources at 416-673-9000 for assistance.