Associate, Financial Analytics & Planning

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. With more than $600 billion in assets under management, CPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure it is financially sustainable 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 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

We are presently recruiting for an Associate to join the Finance Business Partner team in the Management Analytics (MA) group within the Finance department. MA provides financial information and insights on performance, cost and exposures to enable management decision-making at both the department and total Fund levels through the Finance Business Partners. 

The candidate will perform a key supporting role to the various non-Investment departments providing input to drive fit for purpose reporting, analytics and insights across cost and exposure. The candidate will require knowledge of financial and investment analysis concepts, combined with strong analytical and effective communication skills.

Role-Specific Accountabilities:

• Work in a team to produce analysis to communicate the “story” behind the numbers to Senior Management.
• Develop compelling materials to facilitate discussions, including creatively conveying data and analysis with charts, tables and other visuals in pre-read and presentation material.
• Provide support and direction during the annual business planning process in developing an annual and long-range budget to support the departments in execution of their strategy and ensuring alignment with expectations (in the form of budgets and business objectives) prior to the start of the fiscal year.
• Coordinate within and across departments to ensure accuracy, completeness and relevancy of information supporting financial reporting and analysis.
• Support and work on new data and analytics initiatives to enhance information flows and provide insightful recommendations to internal business partners and Senior Management.
• Partner with Finance colleagues to develop self-serve capabilities and multi-dimensional reporting/dashboards to adapt the evolving analytics needs of the departments and the Fund.
• Develop and foster effective working relationships within Finance and across departments at CPP Investments; collaborate with key subject matter experts to drive financial analysis, reporting and communications.
• Address ad-hoc business requests to facilitate Board discussions, support evaluations of investment programs and strategies, and identify drivers of value-add.

Qualifications

If you possess the following, we’d like to hear from you:

• Minimum 4+ years of professional experience in financial analysis within financial services or consulting.
• Undergraduate or graduate degree in Finance, Accounting, or related discipline; professional designations (CFA, CPA, CIPM) are considered assets.
• Proven experience in SQL, Python, Tableau and/or Power BI is considered an asset.
• Strong presentation skills with experience building compelling presentation decks in MS PowerPoint.
• Highly organized, attention to detail and the ability to produce high-quality work under pressure and with time-sensitive deadlines.
• Ability to coordinate between multiple stakeholders and effectively project manage deliverables.
• Self-motivated, able to think critically and creatively, adaptable to changing priorities and new challenges.
• Proven ability to work independently as well as to perform effectively in a team-oriented environment.
• Candidates must exemplify CPP Investment’s guiding principles of high performance, integrity, and partnership.

Additional Information

Visit our LinkedIn Career Page or Follow us on LinkedIn. #LI-Onsite

At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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.