Associate, Financial Management, Technology & Data Business Management

Canada Pension Plan Investment Board; Toronto; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

Join a forward-thinking investment organization as an Associate in Financial Management. This role offers the chance to work in a dynamic environment, focusing on the planning and analysis of Market Data expenses. You will lead budgeting processes, analyze spending trends, and collaborate with various teams to optimize costs. The organization values integrity and high performance, providing a hybrid work culture that emphasizes collaboration. This is an exciting opportunity to contribute to a significant social purpose while advancing your career in finance and data management.

Benefits

Hybrid work environment

Professional development opportunities

Diverse and inclusive workplace

Access to experienced mentors

Flexible working hours

Qualifications

• 5+ years experience in financial planning & analysis.
• Strong communication skills for clear reporting.
• Ability to work collaboratively with stakeholders.

Responsibilities

• Lead quarterly forecasting and annual budgeting for Market Data.
• Analyze spend trends and variances effectively.
• Drive efficiencies in expense reporting and analysis.

Skills

Financial Analysis

Budgeting

Data Analysis

Microsoft Excel

Communication Skills

Collaboration

Education

Undergraduate degree in accounting, finance, or business

Professional accounting designation

Tools

Microsoft PowerPoint

Job description

Associate, Financial Management, Technology & Data Business Management

• Full-time
• Function: Information Technology

Make an impact at a global and dynamic investment organization

When you join CPP Investments, you are joining one of the world’s most admired and respected institutional investors. With more than $600 billion in assets under management, CPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure it is financially sustainable for generations of working and retired Canadians.

CPP Investments invests across regions and asset classes to build a globally diversified portfolio. It holds assets in public equity, private equity, real estate, infrastructure, and fixed income, and the CPP Fund is projected to reach $3 trillion in assets by 2050. The organization is headquartered in Toronto with offices in Hong Kong, London, Mumbai, New York City, San Francisco, São Paulo, and Sydney.

CPP Investments successfully attracts, selects, and retains talented individuals from top-tier institutions worldwide. Join our team for access to:

• Stimulating work in a fast-paced and intellectually challenging environment
• Accelerated exposure and responsibility
• Diverse and inspiring colleagues and approachable leaders
• A hybrid-flexible work environment with an emphasis on in-person collaboration
• A culture rooted in principles of integrity, partnership, and high performance
• An organization with an important social purpose that positively impacts lives

If you have a passion for performance, value a collegial and collaborative culture, and approach work with the highest integrity, invest your career here.

We are presently recruiting for an Associate within the Technology & Data (T&D) Strategy and Operating Office. In this role, you will be accountable for the planning and analysis of the Market Data & Subscriptions expense lines across CPP Investments.

The Opportunity:

• Work independently to lead and coordinate the quarterly forecasting and annual budgeting process for Market Data & Subscriptions across all departments, ensuring information accuracy
• Make abstract connections between information sources to conduct analysis around spend trends and variances
• Design and structure reports with specific information that provides clear illustration of point; this includes creatively conveying data and analysis with charts, tables and other visuals
• Drive efficiencies in the expense reporting and analysis process and present spend reporting results to business management teams and/or executives
• Address ad-hoc business requests to facilitate CPP Investments-wide discussions and analyses
• Work with the Data Scouting team on proactively identifying cost optimization opportunities for presentation to business partners
• Partner with our external vendor Calero to support our management of the Market Data Management (MDM) solution from a dashboard and reporting perspective
• Identify and develop processes that drive efficiency and effectiveness for the team
• Undergraduate degree in accounting, finance, business or equivalent, with a professional accounting designation
• Minimum of 5 years experience in a similar financial planning & analysis role; experience with Market Data preferred but not required
• Communicate in a clear, succinct, organized and convincing manner verbally and in writing
• Independent, resourceful and able to work collaboratively with business stakeholders and T&D colleagues
• Demonstrated experience and knowledge of accounting and budgeting concepts
• Intellectually curious, self-motivated, flexible and adaptable to changing priorities and new challenges
• Ability to quickly grasp new concepts and work in a high-performing culture, under pressure and with time-sensitive deadlines.
• Proficiency with Microsoft Office, particularly in Excel and Powerpoint
• Demonstrated ability to succeed in a high performing culture, open to and comfortable with evolving changes and new challenges
• Exemplifies our Guiding Principles of partnership, integrity and high performance

At CPP Investments, 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.

Our Commitment to Inclusion and Diversity:

In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.

Disclaimer:

CPP Investments 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 Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.