Senior Manager, Investment Lifecycle Management
7 months ago
Senior Manager, Investment Lifecycle
The opportunity
The Senior Manager is responsible for the day-to-day management and continuous enhancement of the Investment Lifecycle processes supporting the Investment Division and for continuing the transformation of the Investment Lifecycle Management function in line with best practices.
You will collaborate with internal partners, including providing the subject matter requirements of the Investment Lifecycle Management (ILM) team, to document, manage and drive business insights that measure effectiveness.
Emphasizing on delivering efficient and effective investment execution, you will ensure enhancement of supporting applications in partnership with technology teams, and be empowered to make decisions ensuring delivery of a reliable digital client experience and value-add insights.
The position provides leadership in these areas supporting the Director, ILM as a primary point of contact for third-parties and ensure for resolution of issues. This includes design, implementation, and monitoring of service KPIs and working with application support teams (both internal and external) to resolve issues and optimize technologies to drive speed and agility related to third-party investment management activities.
Who you'll work with
Actively collaborates with ILM, internal investment, and functional groups, business application owners and users, and information technology stakeholders to support the efficiency and effectiveness of investment lifecycle management function.
Relationship management and interface directly within OTPP and with third parties, with oversight of key strategic non-asset management partners.
What you'll do
The Senior Manager plays a significant role for actioning insights, including the continuous monitoring of dashboards and delivery of timely, accurate reports and provides recommendations to ensure processes are efficient and provide consumer value to the Investments teams.
An essential part of this role is to direct the design and implementation of tactical solutions leveraging a broad range of innovative tools and concepts and to lead projects and meetings in relation to major third-party incident management ensuring complete resolution.
This role provides thought leadership to an internal team of deal-related consumers, recommending best practices and leveraging quantitative analytics capabilities to achieve continuous value. You will provide oversight on application and/or file testing and maintenance and will be key in ensuring the quality and reliability of processes and analytics provided to the internal users.
Partner with internal teams and investment leads to develop tactical improvements aligned with strategy. Apply Lean processes, identify Shift to the Left opportunities, and develop business intelligence insights. Interact with Investments internal partners to help frame use cases and define success metrics.
Lead a motivated team to support transaction execution in collaboration with internal/external partners, acting as a backup resource for day-to-day transactions execution. Also, function as a backup and/or delegate for decision making on behalf of Director of ILM.
Continue to enhance and further develop existing business solutions and dashboards, collaborating with IT resources for quick implementation of tactical automations and front-end solutions to enhance end-user experiences.
Directs, plans, and controls all activities and internal/external stakeholders for major investments incident remediation. This includes negotiating outcomes and decision making in consultation with Director, ILM.
Acts as a catalyst for transformation, enterprise-wide collaboration, including with external stakeholders and new capability development/info sharing within ILM.
Supports Director with operationalizing new services/support models and managing pipeline of initiatives. Holds regular team Scrum/Project Standups when required.
Accountable for evaluating the benefits, costs and risks associated with the delivery of investment lifecycle management support and process improvements.
Continuously evolve the ILM design processes, including experimentation and staying abreast of emerging technologies
Must be self-starter, demonstrated ability to take independent action to achieve results
Develop and foster relationships with key senior partners both within OTPP and external.
Talent for quickly building trust, inspiring change, and driving high performance.
Excellent analytical skills to perform in-depth analysis and assess opportunities for automation and process improvement.
Ability to incorporate “real world” practical considerations into analysis and recommendations.
Ability to think tactically and strategically around automation, process decisions, and exceptions.
Train and mentor peers on the team
What you'll need
Undergraduate Degree in Business (eg. Finance, Economics)
CFA or other Financial or Risk Management designations
PMP or other Project Designations are an asset.
Knowledge of Data, Computer, Engineering, or similar field is an asset
Strong understanding of Investments and Investments Lifecycle
Strong Mathematical and Quantitative Analysis skills, Critical Thinking
Well versed with technology/CRM databases, able to adapt and apply to a large variety of problems/solutions.
Proficiency with Data Science concepts, Data Management
Well versed with data visualizations (Power BI)
Advance User of Microsoft Suite / Microsoft Power Apps
Strong Communications
Entrepreneurial Spirit
10+ years of relevant experience
Experience with leading and/or execution of investment operations.
Experience with developing Management Reporting and/or Business Intelligence Insights
Experience and versatility in product owner or developing applications.
Understanding of Big Data, Machine Learning, NLP, Robotic Desktop Automations to ideate use cases.
Lean / LSS / Agile Principles
Business Analyst, Process Engineering, Process Mapping
#LI-VN #LI-Hybrid
What we’re offering
Pay-for-performance environment that offers competitive salary and incentive
Numerous opportunities for professional growth and development
Comprehensive employer paid benefits coverage
Retirement income through a defined benefit pension plan
The opportunity to invest back into the fund through our Deferred Incentive Program
A flexible/hybrid work environment combining in office collaboration and remote working
Competitive time off
Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year
Employee discount programs including Edvantage and Perkopolis
At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.
How to apply
Are you ready to pursue new challenges and take your career to the next level? Apply today You may be invited to complete a pre-recorded digital interview as part of your application.
Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.
Candidates must be legally entitled to work in the country where this role is located.
The privacy of your personal information is important to us. Please visit our Privacy Centre to learn how we handle your personal information.
Functional Areas:
FinanceRequisition ID:
5788-
Investment Operations Analyst
4 months ago
Toronto, Canada Hillsdale Investment Management Inc Full time**INVESTMENT OPERATIONS ANALYST** **Hillsdale Investment Management Inc. **(Hillsdale) is an independent, employee-controlled, and client-aligned investment boutique managing investments on behalf of a select group of sophisticated institutional and private wealth investors. We engage in disciplined active investment management, specializing in equities,...
-
Senior Manager, Investment Operations
3 weeks ago
Toronto, Canada Mastercard Foundation Asset Management Full timePOSITION: Senior Manager, Investment OperationsORGANIZATION: Mastercard Foundation Asset ManagementLOCATION: Toronto, Ontario, CanadaBe 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...
-
Senior Manager, Investment Operations
3 weeks ago
Toronto, Canada Mastercard Foundation Asset Management Full timePOSITION: Senior Manager, Investment OperationsORGANIZATION: Mastercard Foundation Asset ManagementLOCATION: Toronto, Ontario, CanadaBe 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...
-
Operational Leadership in Investment Management
3 weeks ago
Toronto, Ontario, Canada Mastercard Foundation Asset Management Full timeAbout Mastercard Foundation Asset ManagementEstablished in 2023, the Mastercard Foundation Asset Management Corporation is a new and growing asset management company based in Toronto, Canada. We are part of the Mastercard Foundation, one of the largest private foundations in the world.We have a global investment strategy and mandate to deliver returns that...
-
Old Toronto, Canada HOOPP Thames Limited Full timeAt HOOPP Thames Limited, we're committed to delivering high-performance solutions that drive business success. As an IT Senior Business Analyst for Investment Management, you'll play a crucial role in shaping the future of our organization.We're seeking an experienced professional with a passion for investment management and technology solution delivery. In...
-
Toronto, Ontario, Canada Investment Management Corporation of Ontario (IMCO) Full timeAbout the OpportunityWe are seeking a highly skilled and experienced Senior Client Experience Manager to join our team at the Investment Management Corporation of Ontario (IMCO). In this critical role, you will be responsible for leading the Business Management function for our Client Relationship Management (CRM) team, enabling high-performing teams to...
-
Senior Manager, Customer Lifecycle Marketing
4 months ago
Toronto, Canada Questrade Financial Group Full timeSenior Manager, Customer Lifecycle Marketing (Contract) 5700 Yonge St, North York, ON M2M 4K2, Canada Req #2876 Tuesday, August 13, 2024 Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be...
-
Senior Investment Operations Director
3 weeks ago
Toronto, Ontario, Canada Mastercard Foundation Asset Management Full timeAbout UsMastercard Foundation Asset Management is a growing asset management company established in 2023. We are headquartered in Toronto, Canada, and have a global investment strategy to deliver returns that fund the philanthropic mission of the Mastercard Foundation and its partners in Africa and Canada.A World-Class OpportunityThis is a unique opportunity...
-
Senior Analyst, Investment Management
3 weeks ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeSenior Analyst, Valuations - Private InvestmentsFull-timeFunction: InvestmentsMake an impact at a global and dynamic investment organizationWhen you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP...
-
Senior Manager, Lifecycle Marketing
6 months ago
Toronto, Canada President's Choice Financial Full timeCome make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our commitment to positively impact the lives of all Canadians, provides our colleagues a range of...
-
Investment Operations Lead
3 weeks ago
Toronto, Ontario, Canada Mastercard Foundation Asset Management Full timeCompany OverviewMastercard Foundation Asset Management is a pioneering organization dedicated to building a diversified investment portfolio for the Mastercard Foundation, one of the largest private foundations in the world.We strive to cultivate an ecosystem of exceptional people, trusted partnerships, and long-term investments to achieve lasting impact....
-
Manager, Investment Operations
3 weeks ago
Toronto, ON, Canada Mastercard Foundation Asset Management Full timePOSITION: Manager, Investment Operations ORGANIZATION: Mastercard Foundation Asset Management LOCATION: Toronto, Ontario, Canada Be 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...
-
Manager, Investment Operations
3 weeks ago
Toronto, ON, Canada Mastercard Foundation Asset Management Full timePOSITION: Manager, Investment Operations ORGANIZATION: Mastercard Foundation Asset Management LOCATION: Toronto, Ontario, Canada Be 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 Management Associate
2 months ago
Toronto, Canada AGF Management Limited Full timePosition Description As an independent and diversified global asset management firm, AGF brings a disciplined approach to delivering excellence in investment management and to providing an exceptional client experience. Being an independent firm has allowed us to make strategic acquisitions that improve our client service experience and enable us to offer...
-
Investment Operations Professional
3 weeks ago
Toronto, Ontario, Canada Mastercard Foundation Asset Management Full timeCompany OverviewMastecard Foundation Asset Management is a world-class organization dedicated to advancing education and financial inclusion in Africa and Canada.We are seeking an experienced Investment Operations Professional to join our team in Toronto, Ontario. This role offers a unique opportunity to be part of a start-up environment, embracing hands-on...
-
Senior Business Manager
2 weeks ago
Toronto, Ontario, Canada Investment Management Corporation of Ontario (IMCO) Full timeAbout the RoleWe are seeking a highly skilled Senior Business Manager to join our Client Relationship Management team at Investment Management Corporation of Ontario (IMCO). This is an exciting opportunity to leverage your expertise in business management and client experience to drive strategic growth and success for our clients.
-
Client Relationship Manager
3 weeks ago
Toronto, Ontario, Canada Investment Management Corporation of Ontario (IMCO) Full timeUnlock New Opportunities in Asset ManagementThe Investment Management Corporation of Ontario (IMCO) is a leading multi-client asset manager, investing funds for public sector pensions and investment funds. We are seeking a seasoned Director, Business Management to join our Client Relationship Management team.This key role will lead the business management...
-
Investments Marketing
2 months ago
Toronto, Canada AGF Management Limited Full timeAbout AGF: Founded in 1957, AGF is an independent and globally diverse asset management firm. With $48B in assets under management, our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. About the Team: AGF’s Marketing & Innovation team...
-
Senior Lifecycle Marketing Manager
3 weeks ago
Old Toronto, Canada Floatcard Full timeAbout FloatFloat is on a mission to simplify finance for Canadian businesses, empowering them to eliminate complexity and unlock new opportunities. Through our innovative platform, Float enables businesses to streamline spending and optimize cash flow, so they can focus on what matters most: growth. As one of Canada’s fastest growing companies and...
-
Senior Lifecycle Marketing Manager
3 weeks ago
Old Toronto, Canada Float Financial Solutions Inc. Full timeAbout FloatFloat is on a mission to simplify finance for Canadian businesses, empowering them to eliminate complexity and unlock new opportunities. Through our innovative platform, Float enables businesses to streamline spending and optimize cash flow, so they can focus on what matters most: growth. As one of Canada’s fastest growing companies and...