Investment Performance Measurement Analyst

Investment Performance Measurement Analyst

Department: Finance and Facilities

Type: Permanent

Location: Toronto (Hybrid)

Posting Date: February 19th 2025

At OPTrust, paying pensions today, preserving pensions for tomorrow is our mission and business.

When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a passion for pensions. Everyone at OPTrust – in Toronto, London and Sydney – makes a meaningful impact. Our culture is driven by team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone. We work in a fast-paced environment, but we find time to have fun and give back to the community.

What OPTrust offers you

• Unique culture rooted in our core values – collaboration and teamwork, integrity, respect, flexibility, excellence and continuous improvement.

• A purpose-driven environment where we all work towards the common goal of paying pensions today and preserving pensions for tomorrow.

• Comprehensive benefits focused on your health and wellness, including dental, vision and extended health benefits, as well as membership in our world-class defined benefit pension plan.

• A flexible, hybrid work model.

• A dedicated inclusion, diversity and equity strategy with meaningful opportunities to participate, including our employee-led resource groups.

• Extensive professional development opportunities and learning initiatives including access to LinkedIn Learning, guest speakers, tuition reimbursement, professional association memberships, leadership development programs, a mentorship program, monthly professional development time and more.

• A competitive vacation package with additional work-life balance days.

About the role

The Finance and Facilities Division is led by the Chief Financial Officer and includes accounting, operational, tax, and facilities functions and roles supporting OPTrust investment and pension activities.

Reporting to the Manager, the Investment Performance Measurement Analyst is a member of the Performance Measurement Team within the Finance Division. The mandate of the Performance Measurement Team is to generate and provide accurate, value-added performance reporting and analysis for OPTrust. Using and maintaining various systems and analytics tools, this position is responsible for specializing in the generation and analysis of a particular OPTrust asset class and its individual portfolios as well as the generation and reporting of other performance analytics, certain risk metrics, and relevant benchmarks.

What you’ll do

1. Research & Analysis

• Use various reporting systems, tools and MS applications to accurately generate/calculate investment performance, attribution, certain risk measures and performance metrics.

• Accurate calculation of standard and customized benchmark returns, at the aggregate and component level for input to investment performance reports.

• Calculate and maintain LTIP benchmark information for compensation analysis.

• Conduct performance reconciliation between internally generated performance and external control record.

• Investment performance report preparation.

• Provide assistance with ad-hoc analyses and projects as assigned.

2. Coordination & Communication

• Assist with special projects as they arise (e.g. projects related to investment performance systems upgrade and business development initiatives).

• Working with internal stakeholders to define requirements for the reports. Communicate reporting issues and changes to requirements to the team.

• Establish and maintain effective working relationships with OPT staff and external relationships involved in investment activities at OPTrust.

• Attend Management meetings with the Manager, Director and other related parties, as required.

3. Change Management & Process Enhancement

• Ensure that reasonability checks and established processes are completed and followed.

• Ensure that all performance reporting deadlines are met.

• Establishes and co-ordinates internal work processes, procedures and controls related to the reporting cycle.

• Assist in the construction of custom benchmarks.

• Participate in successful implementation of process improvements.

• Participate in UAT testing for system upgrades/enhancements.

• Performs other duties as assigned

• Ensure clear understanding and adherence of all OPTrust’s policies, procedures, guidelines, as well as living our values and fostering an inclusive culture.

What you bring

• 4 years’ experience in a financial institution at the analyst level, assembling and delivering financial information related to investment performance. This involves calculating, generating, analyzing and reporting portfolio performance.

• Practical experience with various portfolio structures and multi-asset class portfolios.

• Knowledge of pension funds.

• University degree (preferably in Business or Math). CFA charter holder or CIPM certification or working towards CFA designation. CIPM certification or both.

• Strong understanding of performance measurement and performance attribution methodologies.

• Excellent technical, quantitative and analytical skills; Demonstrated ability to perform complex calculations and analysis and to identify information anomalies and resolve issues.

• Exhibit high attention to detail and high level of reporting accuracy.

• Strong ability to use automated reporting systems and MS Excel. Working knowledge of Eagle Pace.

• Effective written and oral communication skills, strong interpersonal skills to deal effectively with a wide variety of internal and external contacts.

• Ability to prioritize tasks, work on multiple assignments and meet tight deadlines.

• High degree of self-motivation, initiative and professionalism.

• Exemplify OPTrust’s values: collaboration and teamwork, integrity, respect, flexibility, excellence, and continuous improvement

Please submit your application via Workday by March 5th 2025.

Serving a membership as diverse as ours and investing in a global market means cultivating an environment that embraces inclusion, diversity, and equity in everything we do. OPTrust is an organization engaged in building on our unique and diverse strengths. We know a diversity of backgrounds, cultures, gender identities and perspectives are critical to achieving our shared goals.

If you require accommodation at any time during the recruitment process, please send a message to [email protected], or discuss your needs with the Talent Acquisition Consultant during the telephone screening. We will do our best to work with you and provide appropriate accommodation.

As an organization we’re seeking ways to respond to the Truth and Reconciliation Commission of Canada’s Call to Action 92. We are working with the Canadian Council for Indigenous Business to build bridges with Indigenous communities and partners, and we have created an employee-led Reconciliation Working Group that will work with Indigenous experts to identify a path to reconciliation for our organization.

We thank all interested applicants, however only those under consideration will be contacted.