Senior Analyst, Reporting & Analytics
Make an impact at a global and dynamic investment organization
When you invest your career in CPP Investment Board (CPPIB), you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $300 billion, and projected to exceed half a trillion by 2030, CPPIB is a professional investment management organization that globally invests the funds of the Canada Pension Plan to ensure long-term sustainability. CPPIB invests in all major asset classes, including public equity, private equity, real estate, infrastructure and fixed-income instruments, and currently has offices in Toronto, London, Hong Kong, New York, São Paulo, Luxembourg and Mumbai.
CPPIB attracts and selects high-calibre individuals from top-tier institutions around the globe. Join our team and look forward to:
- Diverse and inspiring colleagues and approachable leaders
- Stimulating work in a fast-paced, intellectually challenging environment
- Accelerated exposure and responsibility
- Global career development opportunities
- Being motivated every day by CPPIB's important social purpose and unshakable principles
- A deeply rooted culture of Integrity, Partnership and High Performance
If you share a passion for performance, value a collegial and collaborative culture, and approach everything with the highest integrity, here's an opportunity for you to invest your career at CPPIB.
The Reporting & Analytics team within the Treasury, Performance & Reporting group (Finance, Analytics & Risk department or "FAR") is responsible for developing, maintaining and supporting processes for total fund reporting. It is also tasked with the Compliance Monitoring function - monitoring and reporting on investment compliance requirements identified in conjunction with stakeholders across the organization.
The Senior Analyst within the Compliance Monitoring function is focused on supporting the management and advancement of critical investment oversight activities pursuant to conformity with the CPPIB Act, Regulations and Policies as well as other relevant legislative/regulatory obligations outside the firm. As such, the role concentrates on the preparation of a variety of daily, monthly and quarterly compliance checks/reports on a timely and accurate basis. This position also assists in evolving existing monitoring processes and procedures, including the development of new processes, controls and reports to support unfolding compliance requirements.
The position requires a strong knowledge of investment products, solid experience in providing management reporting for investment portfolios, a good understanding of investment compliance practices from regulatory bodies, and the ability to readily adapt to rapidly changing business and technology environments. The Analyst/Senior Analyst will foster and cultivate strong working relationships with various departments across the organization.
- Conduct compliance monitoring and prepare related reports on a daily/monthly/quarterly basis or as required.
- Help with the design and application of new compliance checks/reports to support on-going changes in investment activity including new initiatives.
- Prepare documentation that demonstrates and substantiates processes and controls that meet regulatory requirements and satisfy internal policies for review/audit purposes.
- Proactively locate areas of potential compliance monitoring gaps, design and implement corrective action plans to resolve vulnerabilities; and prevent similar exposures from developing in the future.
- Develop and enhance the internal controls, monitoring procedures, and reports related to the investment compliance function.
- Support Legal and the various Investment Departments, responding to enquiries in a prompt and professional manner.
- Identify and thoroughly investigate reporting discrepancies and control deviations; and determine the appropriate course of action on a timely basis (either resolution or escalation to Management).
- With consideration to upstream/downstream effects, promote continuous improvement by automating and streamlining the present state of compliance monitoring and reporting by actively identifying opportunities for enhancement in pursuit of lean and scalable processes.
- Undertake special projects and other ad hoc assignments, independently researching and pursuing information, as required.
- Stay current on pertinent legislative/regulatory reporting requirements.
- Exemplification of CPPIB's Guiding Principles of Partnership, Integrity and High Performance.
- Business degree (bachelors, graduate or equivalent) with concentration in Accounting/Finance or another related discipline.
- Relevant professional designation or progress toward one is considered an asset (CPA, CA/CMA/CGA, or CFA).
- 3-5 years of applicable work experience in pension fund, investment management and/or financial services industries.
- Practical experience with account structures and multi-asset portfolios (i.e. equity, fixed income, and their derivatives).
- Skill in investment analysis, accounting/reporting systems and computer applications. Experience with Bloomberg (the Compliance Manager module in particular) is considered an asset.
- Knowledge of securities laws/regulations pertinent to operations within the pension fund industry in particular is considered an asset (e.g. global substantial shareholder reporting requirements).
- Able to analyze, interpret, apply, and communicate policies, procedures and legislation/regulation in an effective manner.
- A proactive self-starter capable of taking initiative, keeping flexible and adapting in rapidly changing legal, business and technology environments.
- Proven problem-solving ability and attention to detail. Capable of producing insightful/value-added analyses of complex and/or ambiguous business/compliance issues along with a strategy for resolution.
- Polished communication and interpersonal skills.
- Ability to interact with all levels of staff.
- Solid organizational skills and ability to prioritize.
- Demonstrated ability to succeed in a performance-driven culture. Open to and comfortable with shifting priorities and new challenges.
- Capable of working both independently and as part of a team.
- Can present ideas and answer specific technical questions with clarity within working group settings, including those involving lawyers and investment professionals inside and outside the organization.
- Skilled in written communication; able to articulate complex information logically, factually and persuasively.
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At CPP Investment Board, we are committed to diversity and equitable access to employment opportunities based on ability.
We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process
CPP Investment Board does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investment Board to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investment Board will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.