Analyst, Investment Performance

CAAT Pension Plan; Toronto; On-site; CAD 60,000 - 85,000; Full time

Job summary

Join a leading pension plan as an Analyst in Investment Performance, responsible for delivering accurate performance reporting and improving reporting processes. This role requires an analytical mindset and collaboration with various teams, ideal for candidates eager to make an impact in pension management.

Benefits

Comprehensive benefits

Flexible work arrangements

Total Rewards program

Opportunities for professional development

Qualifications

• 2-3 years of experience in investment performance or related fields preferred.
• Understanding of capital markets and financial instruments.
• Experience with programming (e.g., SQL, Python, VBA) is an asset.

Responsibilities

• Produce timely performance reports.
• Conduct data quality and integrity checks.
• Support benchmarking and attribution analysis.

Skills

Analytical skills

Data integrity

Collaboration

Education

University degree or college diploma in business, finance, accounting, economics

Tools

Power BI

Tableau

MSCI

eFront

BNY Mellon

Job description

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End Date : June 26, 2025

At CAAT, we’re passionate about what we do. And it shows!

Here, you’ll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn’t just feel different at CAAT. It is different. We’re one of the fastest-growing pensions in the country for a reason. We challenge the status quo, making a real impact on the hundreds of employers we serve – from education institutions to major corporations and household brands. And we’re just getting started. Driven by core values and a shared purpose, we’re fierce champions for better retirement security, known for our can-do culture where everyone plays a role in bringing our vision to life. If this sounds like a fit, we’d love you to be a part of it.

About The Role

Reporting to the Manager, Investment Performance, the Analyst, Investment Performance will be responsible for producing timely, accurate, and meaningful performance reporting for internal and external stakeholders. The role will develop attribution and benchmark analysis, support investment reporting initiatives, and proactively identify opportunities to automate and improve reporting processes. The role requires a strong analytical mindset, a collaborative approach, and will help drive efficiency, transparency, and data integrity across CAAT’s growing investment portfolio.

As The Newest Member Of Our Team, You Will

• Deliver timely performance reports for the total portfolio and asset classes to various stakeholders, including the investment team and senior leadership.
• Conduct ongoing data quality and integrity checks across internal systems and third-party platforms (e.g., MSCI, eFront, BNY Mellon) to ensure accuracy and consistency in all performance reporting.
• Collaborate closely with risk, investment operations, and investment teams to align performance data with broader financial and risk reporting needs.
• Conduct research in areas such as attribution methodologies, supporting both established and evolving investment strategies.
• Support benchmarking and attribution analysis, comparing portfolio and asset class results to relevant indices, targets, and peer universes.
• Develop and automate reporting processes to improve operational efficiency and accuracy, while maintaining clear documentation.
• Contribute to the enhancement of performance systems and tools, including dashboards and visualization platforms, to drive data accessibility and insights.

To Succeed, You Bring

• 2-3 years of experience in investment performance or related fields is preferred, ideally within a pension plan, institutional asset manager, or financial services organization.
• University degree or college diploma in business, finance, accounting, economics, or a related field.
• A solid understanding of capital markets and financial instruments, including public and private equity, fixed income, real assets (real estate, infrastructure), and alternative investments.
• Experience with investment reporting platforms and systems such as MSCI, eFront, BNY Mellon, or similar.
• Experience with automation tools, performance dashboards, or data visualization software (e.g., Power BI, Tableau).
• Programming experience (e.g., SQL, Python, VBA) is considered an asset.
• Enrollment in or completion of the CFA (Chartered Financial Analyst) or CIPM (Certificate in Investment Performance Measurement) designation is considered an asset.

At CAAT, we believe innovation, passion, and purpose are ingredients for a great work environment. We’re incredibly proud of our people and the remarkable impact they have as catalysts for change. We’re committed to attracting and keeping great talent, which means competitive compensation, exceptional benefits, and an environment where people can grow and thrive. When you work with CAAT, you’ll enjoy :

• Opportunities to Build a Better You : We never stand still. As we grow, so do you. Enjoy a place that provides endless opportunities to learn and master your skills while cultivating new ones.
• Comprehensive & Holistic Care : Be at your best with a Total Rewards program that feeds and prioritizes your physical, mental, and financial wellness. From flexible work arrangements, comprehensive benefits to wellness incentives, and a defined benefit pension plan – we have you covered.
• A Place to Collaborate and Win : We’ve built a lively environment where creativity and open communication thrive. It’s why we’re consistently recognized as one of ‘Canada’s Most Admired Corporate Cultures’, one of ‘Greater Toronto’s Top Employers’, and one of the ‘Best Places to Work’.
• Work that Truly Matters. You’re giving Canadians the opportunity for better retirement security, and organizations the chance to do more.

If you believe that Canadians deserve a future where a secure lifetime retirement income contributes to their financial and overall well-being, then CAAT could be the right fit for you. Start your journey with us today. Apply now.

Learn more about us by visiting www.caatpension.ca / careers

Diversity, Equity, Inclusion, And Belonging (DEIB)

DEIB at CAAT means we respect and value the broadest range of experiences, geographies, gender, ethnicities, backgrounds, and perspectives as key elements of our culture. Our vision is to provide an environment where employees can bring their best, professional, authentic, selves to work.

CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested. Should any applicant require accommodation through the application processes, please contact us at [e-mail] or call Human Resources at 416-673-9000 for assistance.

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