Portfolio Analytics Manager

4 weeks ago


Toronto, Canada University Pension Plan Full time

ABOUT UPP

UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 39,000 members across four universities and 12 affiliate organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for growth, our doors are open to all Ontario universities.

Together, we’re a team of progressive thinkers and agile doers operating within a fast-paced culture of collaboration and respect. We believe in bringing smart and capable people together to create, solve and grow with a clear shared vision and values of integrity, inclusivity, ingenuity, and impact.

Our culture is intentionally welcoming and purposefully rooted in equity, diversity, inclusion, and reconciliation (EDIR). We believe diverse teams, perspectives, and lived experiences contribute to better decisions and a better workplace.

As a long-term investor, we recognize that environmental, social and governance (“ESG”) factors support risk management and value creation. As stated in our Responsible Investing Policy, we are committed to incorporating ESG considerations into our investment management activities and we collaborate with other industry participants in the promotion of a sustainable economy and society.

Join us in building a bright future for our members, our organization, and each other.

THE ROLE
As the Portfolio Analytics Manager at UPP, you will be a key player in driving data-driven decision-making and exceptional leadership communication within the Strategic Initiatives Delivery team. Your role will involve collaborating with senior leaders, Project Managers, and stakeholders to understand complex business problems, define reporting needs, and synthesize data into insightful visual presentations. You will summarize complex financial reports and portfolio analyses into concise, visually appealing infographics and presentations that highlight key insights, risks, and recommendations for decision-makers. By creating persuasive digital and visual communications, you will contribute to aligning our strategic initiatives and operations with organizational goals.

Your responsibilities will span across strategic portfolio analytics, operational and financial reporting. This includes building a comprehensive understanding of our portfolio, optimizing financial and data reporting tools, and generating presentation ready reports for various leadership committees. You’ll play a vital role in maintaining the balance between demand and capacity, facilitating effective resource allocation. Your role extends to collaborating with Corporate Finance and the Data & Technology team to develop and update budgets team to implement data visualization tools like Tableau and Domo. You need to anticipate the needs of various stakeholders for insights and prepare insightful and presentation ready reports and dashboards to satisfy business needs. Additionally, you will drive continuous improvement by simplifying processes, transition from Excel-based reporting to advanced tools, and develop data and report automation to enhance efficiency.

In this senior analytical and reporting role, you will report into the Senior Director, Delivery Practice & Portfolio Reporting and continuously learn from seasoned leaders, fostering your professional growth with each project.

This role is based in downtown Toronto under a hybrid work policy, allowing employees the flexibility to work remotely and in-office (approximately two days per week in-office).

**KEY ACCOUNTABILITIES**:
**Portfolio Analytics & Reporting**:

- Collaborate with Senior Leaders, Project Managers, and Corporate Finance to gain a comprehensive data-driven understanding of the portfolio.
- Provide data-driven reports to UPP leadership committees, including the Executive Leadership Team, Strategic Initiative Management Committee, and Financial Committees.
- Develop & present visually impactful project presentations for diverse audiences, spotlighting leadership focus areas.
- Lead strategic resource planning and maintain alignment between demand and capacity to support organizational objectives.
- Develop KPIs for departmental scorecards and establish measurement processes to track progress.
- Gather and analyze project and resource data for immediate responses to management and team queries.
- Synthesize reports for stakeholders across all levels, from peers to ELT members and oversight committees.
- Monitor project performance, collecting and aggregating data to create team and leadership reports.
- Design and manage dashboards, business metrics, and KPIs to effectively monitor project performance.
- Identify historical trends, risks, and areas for improvement to enhance project delivery.
- Administer surveys to collect essential team and project data, fostering continuous improvements.
- Own and update resource and finance tracking spreadsh



  • Toronto, Canada Moneris Solutions Full time

    Your Moneris Career - The Opportunity The Manager, Portfolio Management Data Analytics is a strategic partner role at Moneris. You will have oversight on the usage of Moneris financial, payments risk, credit ratings and credit bureau data to lead efficiency and support Risk Management decisions with statistical thoughtfulness. You will be a strategic...

  • Manager/ Sr. Manager

    4 weeks ago


    Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...

  • Manager/ Sr. Manager

    4 weeks ago


    Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...

  • Manager/ Sr. Manager

    4 weeks ago


    Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...

  • Manager/ Sr. Manager

    4 weeks ago


    Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...


  • Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...

  • Manager/ Sr. Manager

    6 hours ago


    Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...


  • Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...


  • Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...

  • Manager/ Sr. Manager

    1 month ago


    Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...

  • Manager/ Sr. Manager

    4 weeks ago


    Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...


  • Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...

  • Manager/ Sr. Manager

    5 hours ago


    Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...

  • Manager/ Sr. Manager

    4 weeks ago


    Toronto, ON, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...


  • Old Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...


  • Old Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...


  • Old Toronto, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...


  • Toronto, Ontario, Ontario, Canada Tiger Analytics Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...

  • Manager/ Sr. Manager

    4 weeks ago


    Toronto, ON, Canada Tiger Analytics, LLC Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...

  • Manager/ Sr. Manager

    1 month ago


    Old Toronto, Canada Tiger Analytics, LLC Full time

    Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including...