Sr. Analyst, Investment Management Reporting (12-Month Contract)

Why you’ll love working here:

• Optional post-retirement health and dental benefits subsidized at 50%
• High-performance, people-focused culture
• Yoga classes, meditation workshops, nutritional consultations, and wellness seminars
• Our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves
• Membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security
• The opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers
• Competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, and newly extended maternity/parental leave top of 26 weeks)
• Access to an annual wellness reimbursement program for health and wellness-related expenses for permanent and temporary employees
• Learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth

Job Summary

Reporting to the Associate Director, Investment Management Reporting, this one-year temporary role is responsible for executing the day-to-day activities as it relates to the team's duties and responsibilities. This will include the operation and reporting of investment management compliance, performance measurement & attribution, and asset mix within all investment asset categories of HOOPP. The incumbent will also ensure methodologies of calculation comply with accepted industry practice for each asset class and will ensure consistent, accurate, and timely reporting. Responsibilities will also include the development and maintenance of reporting, documenting, and updating procedures manuals, and assisting the team to identify, select, and implement new performance, attribution, and asset mix technologies.

What you will do:

• Provide insight and propose analytical options, if applicable, on Investment Management Reporting in order to enhance reporting.
• Lead business requirement initiatives with Investment Management and IT to enhance existing analytical tools and reports.
• Ensure that benchmark returns used for the various investment categories are consistent and that changes and enhancements to benchmarks are documented prior to implementation in performance measurement.
• Assist with production of final audited monthly-consolidated performance reporting package.
• Review and evaluate the appropriateness of indices being used in performance benchmark and as individual asset class benchmarks, particularly in non-traditional asset classes.
• Lead on behalf of management any ad-hoc projects which will impact workflow in the area.
• Analyze compliance reports for distribution to internal groups on a daily, weekly, monthly or quarterly basis as required.
• Assist in enhancing the compliance measurement reporting process.
• Analyze performance reports including attribution analysis, if available, for distribution to portfolio managers on a daily, weekly, monthly or quarterly basis as required.
• Create and maintain a procedure manual to provide details on processes, controls and reporting of Investment Management Reporting
• Assist with relevant sections for quarterly reporting to upper management.

What you bring:

• Proactive team player, displaying professionalism and integrity within a dynamic environment.
• Excellent research, technical, analytical and verbal/written communication skills.
• Practical experience with accounts/portfolio structures and multi-asset portfolios.
• Minimum 7 years of progressive experience in the investment industry.
• University or post-graduate degree in the following fields: finance, commerce, economics, business administration, mathematics.
• Strong understanding and practical experience with compliance, performance measurement and performance attribution methodologies.
• Ability to think conceptually, who is creative and able to see new ways of doing work and develop/implement improvements.
• A professional designation or enrolment in a professional program (i.e., CGA, CMA, CA, CFA, CIPM) would be an asset.
• Good working knowledge of Excel.
• Proven project management experience is an asset.