Team Leader, Investment Performance Measurement Analytics

Team Leader, Investment Performance Measurement Analytics

Department: Finance and Facilities

Type: Permanent

Location: Toronto (Hybrid)

Posting Date: February 19th 2025

At OPTrust, _paying pensions today, preserving pensions for tomorrow_ is our mission and business.

When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a passion for pensions. Everyone at OPTrust - in Toronto, London and Sydney - makes a meaningful impact. Our culture is driven by team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone. We work in a fast-paced environment, but we find time to have fun and give back to the community.

What OPTrust offers you- Unique culture rooted in our core values - collaboration and teamwork, integrity, respect, flexibility, excellence and continuous improvement.- A purpose-driven environment where we all work towards the common goal of paying pensions today and preserving pensions for tomorrow.- Comprehensive benefits focused on your health and wellness, including dental, vision and extended health benefits, as well as membership in our world-class defined benefit pension plan.- A flexible, hybrid work model.- A dedicated inclusion, diversity and equity strategy with meaningful opportunities to participate, including our employee-led resource groups.- Extensive professional development opportunities and learning initiatives including access to LinkedIn Learning, guest speakers, tuition reimbursement, professional association memberships, leadership development programs, a mentorship program, monthly professional development time and more.- A competitive vacation package with additional work-life balance days.

About the role

The Finance and Facilities Division is led by the Chief Financial Officer and includes accounting, operational, tax, and facilities functions and roles supporting OPTrust investment and pension activities.

Reporting to the Manager, the Team Leader works as a member of the Performance Measurement Team, within the Investment Reporting & Operations (IO) Business Unit. Using and maintaining various systems and analytics tools, this position is responsible for the generation and analysis of the OPTrust Total Fund performance and in overseeing and providing back-up for the performance generation and analysis of the asset classes that comprise the Total Fund. Additional responsibilities include the reporting of related benchmarks, other performance analytics, certain risk metrics, and relevant benchmarks. The role will also provide leadership, senior level analytical expertise, investment knowledge experience and act as back-up to support the Manager, Performance Measurement & Analytics in the monitoring, reporting and analyses of the investment portfolio’s performance/structure, as well as providing specialized performance measurement related research in support of Investment Division projects.

What you’ll do

1. Change Management & Process Enhancement- Leadership role (team lead) and direct responsibility for the timely review and oversight of reports generated by the Performance Measurement Analysts, as directed by the Manager to facilitate the following:
- Accurate calculation of standard and customized benchmark returns, at the aggregate and component level for input performance reports.- Ensure that reasonability checks, and established processes are completed and followed- Conduct performance reconciliation between internally generated performance and external control record- Ensure that all performance reporting deadlines are met- Train and advise the Investment Performance Measurement Analysts in the accurate and timely preparation and production of performance & analytics reports- Validate internal performance reports and summarize/analyze information for use by Investment Division management.

2. Coordination & Communication- Lead/co-ordinate the maintenance and updating of policy and operational documentation.- Participate in UAT testing for system upgrades/enhancements.- Establish and maintain effective working relationships with OPTrust staff and external relationship involved in investment activities at OPTrust, and act with professionalism.- Participate in successful implementation of process improvements.- Attend Management meetings as required.

3. Research & Analysis- Perform on an ad-hoc basis performance analysis, as required for use in decision making; assist with special portfolio performance-related projects as they arise- Assist in the construction of custom benchmarks- Calculate and maintain LTIP benchmark information for compensation analysis.- Performs other duties as assigned- Ensure clear understanding and adherence of all OPTrust’s policies, procedures, guidelines, as well as living our values and fostering an inclusive culture.

What you bring- University degree required (preferably in Business or Mathematics)- CFA charter holder or CIPM Design