Analyst, Total Portfolio

2 weeks ago


Toronto, Canada Healthcare of Ontario Pension Plan (HOOPP) Full time

Why 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 to LinkedIn Learning, that support employees’ career growth- membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security- 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)- optional post-retirement health and dental benefits subsidized at 50%- yoga classes, meditation workshops, nutritional consultations, and wellness seminars- access to an annual wellness reimbursement program for health and wellness-related expenses for permanent and temporary employees- 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

Job Summary

About the Team

The Total Portfolio Group (TPG) was established in 2020 as part of the Investment Management (IM) division. Its primary role is to oversee the overall investment portfolio of the Fund, ensuring the long-term fulfillment of HOOPP's pension commitments. TPG serves as the key total fund advisory body to the Chief Investment Officer, focusing on comprehensive fund-related matters related to investments and beyond. As an integral component of the Front Office within the Investment Management Division, TPG's three core functions include Investment Strategy and Research, Portfolio Management and Implementation, as well as Analytics. TPG also serves as a specialized advisory body to HOOPP's Executive Team, which comprises C-Suite executives.

Investment Strategy & Research: This function is dedicated to creating strategies and conducting research across various domains, including market trends, economic factors, asset allocation, asset-liability matching, factor analysis, and inflation dynamics. Key tasks include determining the allocation of investments across different asset classes such as stocks, bonds, real estate, and alternative investments, aiming to maximize returns and control risk, formulating policy mix recommendations for the Asset-Liability Management Board Subcommittee, conducting research on specific asset classes, and performing macro-economic analysis.

Portfolio Management & Implementation: This function is tasked with devising portfolio management solutions. The team collaborates cross-functionally to address challenges in liquidity and currency management, benchmark setting and rebalancing, evaluating performance (comparing Value-Add against Policy), and asset mix reporting design, among other responsibilities.

Analytics: The focus of this function is on the development of tools for both TPG and the wider Investment Management (IM) division, enhancing portfolio and risk management capabilities. Activities include providing custom risk analysis and reports for the front office, representing IM in key enterprise IT projects such as data programs and CRM systems, and serving as IM's point of contact with risk system vendors.

About the Role

Reporting to the Senior Managing Director (SMD), Total Portfolio, the Analyst will focus on a variety of research and investment activities in TPG. Working very closely with a small team of senior investment professionals, they will play an important role in making global investments and have key responsibilities in the following areas.

What you will do:
The role involves a comprehensive range of responsibilities focused on supporting TPG's operations in various capacities:
- Support investment research processes, including gathering and organizing research data, conducting analyses using Excel and/or Python, and contributing to the preparation of research documents.- Monitor financial markets and investment trends, providing research support to inform views and frameworks for asset allocation.- Assist in the preparation of investment recommendations, contributing to the assessment of investment merits and risks through research and analysis of market trends, industry dynamics, and competitor performance.- Participate in the development of investment strategies, aiding in the creation of educational materials and presentations for senior management and investment committees.- Contribute to drafting investment and research memoranda, utilizing PowerPoint and Word to create documents that effectively communicate findings through charts and tables.- Coordinate with internal investment, operational, legal, and tax teams to su


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