Team Leader, Investment Performance Measurement Analytics

Team Leader, Investment Performance Measurement Analytics

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 Team Leader works as a member of the Performance Measurement Team, within the Investment Reporting & Operations (IO) Business Unit. Using and maintaining various systems and analytics tools, this position is responsible for the generation and analysis of the OPTrust Total Fund performance and in overseeing and providing back-up for the performance generation and analysis of the asset classes that comprise the Total Fund. Additional responsibilities include the reporting of related benchmarks, other performance analytics, certain risk metrics, and relevant benchmarks. The role will also provide leadership, senior level analytical expertise, investment knowledge experience and act as back-up to support the Manager, Performance Measurement & Analytics in the monitoring, reporting and analyses of the investment portfolio’s performance/structure, as well as providing specialized performance measurement related research in support of Investment Division projects.

What you’ll do

1. Change Management & Process Enhancement

• Leadership role (team lead) and direct responsibility for the timely review and oversight of reports generated by the Performance Measurement Analysts, as directed by the Manager to facilitate the following:

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

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

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

• Ensure that all performance reporting deadlines are met

• Train and advise the Investment Performance Measurement Analysts in the accurate and timely preparation and production of performance & analytics reports

• Validate internal performance reports and summarize/analyze information for use by Investment Division management.

2. Coordination & Communication

• Lead/co-ordinate the maintenance and updating of policy and operational documentation.

• Participate in UAT testing for system upgrades/enhancements.

• Establish and maintain effective working relationships with OPTrust staff and external relationship involved in investment activities at OPTrust, and act with professionalism.

• Participate in successful implementation of process improvements.

• Attend Management meetings as required.

3. Research & Analysis

• Perform on an ad-hoc basis performance analysis, as required for use in decision making; assist with special portfolio performance-related projects as they arise

• Assist in the construction of custom benchmarks

• Calculate and maintain LTIP benchmark information for compensation analysis.

• 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

• University degree required (preferably in Business or Mathematics)

• CFA charter holder or CIPM Designation considered an asset.

• At least 5 years’ experience in a financial institution at a senior analyst level assembling and delivering financial information related to performance reporting. This involves calculating, generating, analyzing, and reporting portfolio performance and risk. Demonstrated relevant experience is a minimum requirement.

• Significant and relevant experience in performance measurement and analysis, with specialization in alternative asset class and/or derivatives performance measurement and analysis, in addition to relevant experience in traditional asset classes.

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

• Working knowledge of Eagle Pace an asset.

• 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, High level of reporting accuracy.

• Excellent demonstrated quantitative and qualitative analytical skills.

• Strong ability to use automated reporting systems, MS Excel and other portfolio management applications.

• Excellent written and oral communication skills, strong interpersonal skills to deal effectively with a wide variety of internal and external contacts and for providing team leadership.

• Knowledge of pension funds preferred.

• 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.