Job Description
The Director is part of the Credit Investment Operations group within the Technology & Operations department, overseeing a global team and serving as the program manager for all Credit Investment Operations projects.
This role is responsible for building and fostering strategic relationships across the organization to ensure alignment and drive successful outcomes in investment operations and project execution.
Reporting directly to the Managing Director of Credit Investment Operations, the Director will lead cross-functional initiatives, collaborate with various departments, and drive effective operations, reporting, and disclosure of investments within financial statements, performance, and management reporting.
As a Director, supporting teams across Investment, Finance, Risk, and Technology, you will engage with key stakeholders to support existing applications and deliver new capabilities.
You will be accountable for defining and implementing strategic enhancements through each phase of the Credit Investment Operations lifecycle, from inception to service delivery.
Your role includes capturing business outcomes, overseeing project timelines, and leading the strategic development of services within Credit Investment Operations.
Additionally, you will oversee central functions for enterprise initiatives, vendor management, and subledger systems management.
Key Responsibilities :
- Project Management & Strategic Initiatives :
- Drive strategic initiatives focused on process improvements and system optimization, ensuring successful implementation in alignment with organizational goals.
- Lead cross-functional projects supporting investment operations, defining project scope, timelines, and deliverables, managing risks, and providing regular progress updates.
- Collaborate with both internal and external stakeholders, promoting teamwork to achieve operational excellence and deliver new capabilities.
- Serve as the primary liaison to maintain alignment on objectives, milestones, and project deliverables.
- Team Leadership and Development :
- Oversee a team responsible for day-to-day investment operations, offering mentorship, coaching, and conducting performance evaluations.
- Foster a culture of continuous improvement, encouraging innovative thinking and best practice adoption within investment operations.
- Investment Life Cycle Support :
- Oversee the onboarding of complex investments, ensuring a smooth closing process and addressing operational requirements in collaboration with internal teams and external partners.
- Guide the team to meet monthly, quarterly, and annual reporting deadlines, including managing interactions with external auditors regarding investment-related inquiries.
- Develop and strengthen internal controls and processes by streamlining, automating, and proactively identifying opportunities for improvements to existing workflows.
- Prepare documentation to demonstrate the adequacy of procedures and controls to meet regulatory standards and ensure compliance with internal policies.
This includes reviewing and providing input on existing policies when revised, as well as contributing feedback to responsible teams on new policies being considered and drafted.
Qualifications
If you possess the following, we’d like to hear from you :
The ideal candidate is enthusiastic about problem solving, solutions oriented, and comfortable dealing with complex and fast-moving tasks with varying timelines.
You must be a self-starter who works well under pressure. You must have strong interpersonal and business relationship skills, and enjoy working across Core Services and the Investment Departments
- Minimum 10 years of related work experience (e.g., Finance, Consulting, Credit, Private Equity, Accounting Firm etc.)
- Knowledge and experience in Credit or Private investment operations and systems, with a deep understanding of financial instruments in Credit (Public and / or Private)
- Proven experience in driving transformation with the ability to think both tactically and strategically
- Demonstrated ability to deliver viable solutions through effective project management and stakeholder engagement
- Strong communication skills, both written and verbal, with the ability to convey information clearly to diverse audiences.
- Excellent interpersonal skills with ability to work individually as well as in a team environment
- A continuous learning mindset with a desire to learn about CPP Investments business and recommend innovative solutions to business problems
- A professional designation such as CFA, CPA, CBV is considered an asset
- Experience in Sentry and / or SimCorp is considered an asset
- Exemplification of our Guiding Principles of partnership, integrity, and high performance
Additional Information
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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.