Manager, Analysis and Performance Management

3 weeks ago


Toronto ON, Canada Caatpension Full time

At CAAT, you belong to a collaborative, inclusive, and lively environment that sparks creativity and fosters open communication.
Our all-encompassing employee programs are designed to cater to every aspect of your life and well-being, ensuring you feel cherished and valued. This includes, but is not limited to, your compensation, paid time off, health and dental benefits, wellness programs, wellness incentives, and (of course) a defined benefit pension plan.
The Manager, Investment Performance is integral to the success of the Investment Finance team, and to CAAT’s guiding mission and growth strategy.
Reporting to the Director, Investment Finance, the Manager is responsible for producing accurate, timely and comprehensive performance reporting and analysis on CAAT’s portfolio. The incumbent will utilize various systems and analytical tools to generate total portfolio, asset class and manager-level attribution analysis to support portfolio management related decisions.
At least 5 to 8 years of progressive experience in accounting/finance within a pension plan or the financial services industry in a performance measurement role. This involves calculating, analyzing, and reporting on portfolio performance.
Progression toward, or completion of, CIPM and/or CFA designation would be considered a strong asset.
Working knowledge of Global Investment Performance Standards (GIPS) is strongly preferred.
Understanding of complex institutional investment portfolios (i.e. knowledge of equities, fixed income, hedge funds, private markets, and derivatives/overlay) and industry standard performance measurement and benchmarking practices
Experience preparing and presenting portfolio and market performance results on behalf of a large institutional asset owner is preferred (e.g. endowment, foundation, or pension)
Robust understanding of performance measurement and performance attribution concepts for a portfolio.
Experience interacting with and communicating to various stakeholders regarding industry standard performance measurement and benchmarking practices.
Ensure timely and accurate reporting of monthly/quarterly/annual investment performance, asset allocation, and various portfolio metrics as required.
Develop comprehensive performance measurement and analytics reporting for various stakeholders, including the Investment Team, Senior Management and Board of Trustees.
Oversee our third-party service provider, BNY Mellon, in the calculation of portfolio performance metrics. This involves establishing controls for monitoring and reconciliation of performance related data.
Conduct detailed analysis of performance at various levels to assess investment performance, including attribution in both relative and absolute terms.
Take ownership of special projects as they arise (e.g. projects related to investment performance systems upgrade or development of new performance attribution models).
Continuously refine performance measurement techniques to ensure alignment with the latest industry standards and compliance with regulatory requirements and internal policies.
Act as a primary point of contact for performance-related inquiries from internal teams, board members, and external parties.
The success of our company is dependent on fostering a culture of embracing diversity, equity, and inclusion in everything we do. CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested.



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