Associate, Public Markets Middle Office
2 weeks ago
Job Requisition Id: 171923
Business Function: Pension Investment
Primary City: Toronto
Other Location(s):
Province: Ont. - GTA
Employment Type: Full-Time
Employment Status: Permanent
Language Requirement: English Essential
Employee Class and Level: CPPIA01
Number of Vacancies 2
Job Closing Date (MM/DD/YYYY): 08/10/2023
Reporting to the Manager, Investment Operations, the Associate, Public Markets Middle Office will be actively involved with the Fixed Income and Equities team in supporting new investments, managing existing investments, reporting and analytics. The Associate handles all security and cash trading activity in the market on custody and accounting and ensures the successful settlement of this activity. The Associate must be familiar with the investment industry (management, investment dealers, brokers), public pension plans, and knowledgeable with capital markets and fixed income, in order to assist in the planning and implementation of many investment tools and processes.
**Responsibilities**:
Below are the main job requirements and responsibilities for the Associate, Public Markets Middle Office.
1. Analyzes and ensures data accuracy and timeliness of day position and risk reporting of bond portfolios. Evaluates potential investments and identifies and analyzes key areas of risks and opportunity. Responsible for trade capture and valuation to ensure all events and risk associated with a transaction are captured and valued in line with agreed upon standards. Resolves time sensitive issues to support day-to-day trading activity.
2. Prepares Investment Advisory Committee / Pension Committee report which summarizes the expected return, risk and opportunities, team history, strategy, and terms.
3. Participates in the planning and implementation of investment tools and processes for enhancing trading for custody and accounting. Presents innovative solutions on how to best carry out the implementation process and on which processes/module setups will best help the Pension Plan achieve its goals. Works with a variety of different teams within the plan (i.e., Fixed Income, Equities, Real Estate, Risk, etc.) to ensure all areas are involved in the implementation process.
4. Liaises with key internal and external intermediaries including brokers/dealers, corporate bond issuers, credit agencies, banks, custodians. Attends meetings with these intermediaries to evaluate and assess responses to questions in order to track and record strategy and lessons learned to identify potential investment opportunities. Supports the portfolio management of investments, including developing direct relationships with fund and co-investment management teams.
**Job Responsibilities (continued)**:
5. Assists Public Markets team in portfolio construction process to generate value-added investment strategies and instruments. Works closely with the Fixed Income and Equities trading teams in order to ensure all trades and deals are booked in the market, while following all market regulations.
6. Prepares the Investment Reports for each investment in public markets. Ensures the data accuracy and timeliness of day position and risk reporting of bond portfolios. Reviews information memorandums and management presentations.
7. Attends and contributes to Pension Investment weekly team meetings which involve discussing reports, providing strategic insights on new investment opportunity execution with respect to public markets. Responsible for updating and managing the Pipeline Reports used at these team meetings.
8. Builds and maintains internal book of records, transactions, databases, financial systems and models, as well as assisting in streamlining operational processes. Responsible for handling daily administrative issues related to trade input and resolving settlement issues with traders, counterparties and custodian.
**Qualifications**:
**Education**
- University degree preferably in Business (Finance, Accounting), Economics or another related field.
- CFA designation, or progress towards attaining the CFA, an asset.
**Experience**
- 2-5 years of experience working in investment management (public equity or fixed income), equity research, and investment banking or other similar experience.
- Pension fund experience is an asset.
- Intermediate Excel skills, VBA programming experience an asset.
- Strong research, analytical, valuation, technical and problem-solving skills; ability to think creatively.
- Strong organizational, prioritization and time-management skills.
- Good interpersonal skills.
- Strong oral and written communication skills.
**Other Information**:
**Safety Sensitive Positions**
This position may be considered a Safety Sensitive position and has additional requirements under Canada Post's Substance Use Policy.
**Employment Equity**
Disability is defined as a persistent or episodic physical, sensory, or mental health condition and/or functional limitation. Disability includes both visible and hidde
-
Toronto, Canada AXA Group Full timeChief Underwriting Officer; Middle Market, Canada Toronto, Canada As a newly established business division of AXA XL Americas, our Middle Markets business focuses on the expansion of AXA XL’s current offerings to Middle Market clients in the Commercial P&C market in Canada. You will set strategy and direction for the team in support of the...
-
Toronto, Canada XL Catlin Full time**Flexible Work Eligible**: None **DISCOVER your opportunity** **Chief Underwriting Officer; Middle Market, Canada** Toronto, Canada As a newly established business division of AXA XL Americas, **our Middle Markets business focuses on the expansion of AXA XL’s current offerings to Middle Market clients in the Commercial P&C market in Canada.** You will...
-
Toronto, Canada AXA Full time**Chief Underwriting Officer; Middle Market, Canada** Toronto, Canada As a newly established business division of AXA XL Americas, **our Middle Markets business focuses on the expansion of AXA XL’s current offerings to Middle Market clients in the Commercial P&C market in Canada.** You will set strategy and direction for the team in support of the...
-
Director, Treasury
1 day ago
Toronto, Canada Mastercard Foundation Asset Management Full timeBE PART OF A NEW AND GROWING ASSET MANAGEMENT COMPANYABOUT MASTERCARD FOUNDATION ASSET MANAGEMENT Established in 2023, the Mastercard Foundation Asset Management (MFAM) Corporation was created to build a diversified investment portfolio for the Mastercard Foundation, one of the largest private foundations in the world. MFAM is headquartered in Toronto,...
-
Director, Treasury
17 hours ago
Toronto, Canada Mastercard Foundation Asset Management Full timeBE PART OF A NEW AND GROWING ASSET MANAGEMENT COMPANY ABOUT MASTERCARD FOUNDATION ASSET MANAGEMENT Established in 2023, the Mastercard Foundation Asset Management (MFAM) Corporation was created to build a diversified investment portfolio for the Mastercard Foundation, one of the largest private foundations in the world. MFAM is headquartered in Toronto,...
-
Director, Treasury
1 day ago
Toronto, Canada Mastercard Foundation Asset Management Full timeBE PART OF A NEW AND GROWING ASSET MANAGEMENT COMPANYABOUT MASTERCARD FOUNDATION ASSET MANAGEMENT Established in 2023, the Mastercard Foundation Asset Management (MFAM) Corporation was created to build a diversified investment portfolio for the Mastercard Foundation, one of the largest private foundations in the world. MFAM is headquartered in Toronto,...
-
Treasury Management Officer
7 days ago
Toronto, Canada JPMorgan Chase & Co Full time**JOB DESCRIPTION** Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product...
-
Toronto, ON, Canada NATIONAL Public Relations Full timeAre you a seasoned practitioner within the corporate and capital markets world? Do you thrive on the adrenaline rush of new business development? Do you do your best work when collaborating with some of the smartest minds in the communications industry? If your answer is "yes," then we have a seat at our leadership table with your name on it. We are on the...
-
Treasury Management Officer
3 weeks ago
Toronto, Canada JPMorgan Chase & Co. Full timeAre you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to...
-
Treasury Management Officer
2 weeks ago
Toronto, Canada JPMorgan Chase & Co. Full timeAre you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to...
-
Treasury Management Officer
2 weeks ago
Toronto, Canada J.P. Morgan Full timeAre you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop...
-
Associate Product Manager
1 week ago
Toronto, Canada ClearBlue Markets Full timeClearBlue Markets is a leading carbon specialist company whose team has pioneered the carbon markets since 2000. Voted Best Advisory/Consultancy in Carbon Markets for 5 years in a row in various markets globally, ClearBlue Markets provides leading market analysis and consultancy services in the rapidly growing carbon market industry. The ClearBlue team has...
-
Senior Specialist, FX Middle Office
6 days ago
Toronto, ON, Canada CGI Group Inc. Full timeCIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with...
-
Senior Specialist, FX Middle Office
1 week ago
Old Toronto, Canada CGI Group Inc. Full timeCIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with...
-
Senior Specialist, FX Middle Office
1 week ago
Old Toronto, Canada CGI Group Inc. Full timeCIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with...
-
Senior Specialist, FX Middle Office
1 week ago
Old Toronto, Canada CGI Group Inc. Full timeCIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with...
-
Associate, Financials Public Equities
4 weeks ago
Toronto, Canada Healthcare of Ontario Pension Plan (HOOPP) Full timeWhy you’ll love working here: - high-performance, people-focused culture- 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- learning and development initiatives, including workshops, Speaker Series events and access...
-
Manager, Public Relations
4 weeks ago
Toronto, Canada Canadian Marketing Association Full timeJoin the Canadian Marketing Association, the voice of the marketing profession in Canada. The CMA serves over 400 corporate, not-for-profit, public and post-secondary members, including Canada’s most prestigious brands. The CMA is looking for a Manager, Public Relations to join our team! This role is responsible for ensuring the CMA’s messaging on key...
-
Analyst, Securities Operations
5 days ago
Toronto, Canada OMERS Full timeWhy join us? Are you looking to join a dynamic pension plan that embodies the strong values of its 500,000 members and is an industry leading global investor? If so, we would love to tell you our story. At OMERS we put our people first and are proud to embrace the diversity of thought and leadership that comes from having locations in Toronto, London, New...
-
Associate, Corporate Ratings
4 weeks ago
Toronto, Canada S&P Global Full timeAssociate - Corporate Ratings **Location**: New York, NY; Toronto, CAN **The Role**: We are currently looking for a highly skilled and motivated individual to eventually join our Corporate Ratings group as an Associate in New York. We are currently working in a hybrid environment, coming into the office two days per week. **The Career Opportunity**: As an...