Senior Investment Analyst

7 days ago


Toronto, Ontario, Canada CAAT Pension Plan Full time

The CAAT Pension Plan is dedicated to providing Canadians with a secure lifetime retirement income that contributes to their financial and overall well-being.

About the Role

We are seeking a Senior Analyst, Operational Due Diligence to play a key role in the success of the Operational Due Diligence team within the larger Investment Finance division.

This position is responsible for organizing and supporting in the operational due diligence reviews of potential and existing external investment managers across all major asset classes.

  • Identify and assess organizational risks associated with fund investments, external investment managers, and key service providers.
  • Develop a comprehensive understanding of investment manager strategies and risk profiles.
  • Collaborate with the Investment and Investment Finance teams to ensure accurate tracking of ODD program information for internal reporting.

To Succeed, You Bring:

  • A strong background in operational due diligence, advisory, asset management, investment operations, internal audit, or a similar role at a pension plan, institutional allocator, asset management, or accounting/consulting/advisory firm.
  • Excellent communication, interpersonal, and relationship-building skills, with the ability to work both independently and collaboratively.
  • Pursuing or having already obtained a CPA, CFA, or CAIA designation would be a strong asset.

We offer a comprehensive compensation package and a defined benefit pension plan.



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