Director Total Fund Insights & Analysis

CPP Investment Board; Toronto; Hybrid; CAD 120,000 - 160,000; Full time

Job summary

Join a leading investment organization as the Director of Total Fund Insights & Analysis. You'll lead portfolio analysis and reporting, enabling management to enhance long-term investment performance. This role requires strong analytical skills, effective communication, and leadership abilities to drive insights and foster collaboration across departments.

Benefits

Hybrid-Flexible Work Environment

Access to Diverse and Inspiring Colleagues

Accelerated Exposure and Responsibility

Qualifications

• 8+ years of experience in financial and investment analysis.
• Professional designation from a globally reputed body required.
• Exceptional relationship management skills.

Responsibilities

• Oversee integrated portfolio analysis for management decision-making.
• Advise senior stakeholders on analytical findings.
• Lead external peer performance benchmarking activities.

Skills

Critical Thinking

Problem Solving

Communication

Team Leadership

Project Management

Education

CFA

CPA

MBA

Tools

Python

SQL

Job description

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. As a professional investment management organization, CPP Investments invests the funds of the Canada Pension Plan (CPP) to help ensure its financial sustainability 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 $3.6trillion 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.

Job Description

Management Analytics is an integral part of CPP Investments with the objective of evaluating how we generate incremental returns and manage our existing resources. It represents a management capability that can help us, over long horizons, iteratively improve the Fund’s long-term investment performance.

The Director, Total Fund Insights & Analysis, is a key member of the Management Analytics group within the Finance department. The individual will be responsible for leading portfolio analysis, reporting deliverables and accompanying processes, and peer benchmarking with the objective of enabling senior management with financial information and insights to continually improve long-term value-add generation. The role will require an influential voice and the development of an extensive network with senior stakeholders across the Fund to execute on accountabilities. The individual will require knowledge of investment analysis concepts, combined with effective communication, team leadership and project management skills. The individual will also have experience navigating extensive and complex data environments.

Major Accountabilities:

• Oversee and direct integrated portfolio analysis across ex-post performance, cost, and exposure metrics from a total Fund lens to generate insights that enables management decision-making
• Advise senior stakeholders on analytical findings and drive thought leadership initiatives, proactively anticipating information needs based on organizational priorities
• Lead external peer performance benchmarking activities, and work alongside internal and external information providers to develop novel analytical views and enhance findings
• Drive analysis and reporting for the Board and senior management, and lead the presentation of this analysis to senior management committees
• Partner with experts across Finance, Risk, Total Fund Management, and the Office of the Chief Investment Officer to generate explanations of total Fund performance drivers and to develop compelling materials to facilitate senior management discussions
• Act as the key point of contact for the Office of the Chief Investment Officer in total Fund performance assessment activities related to decision analysis, attribution and portfolio reviews
• Guide the adoption of new technology tools to facilitate user-driven solutions and leverage own data capabilities to facilitate and direct analysis and reporting views
• Ensure a robust control and governance ecosystem as it relates to reporting processes, and actively seek continual improvement through proactive process enhancement and automation
• Lead in the development of direct reports, and promote a culture of high-performance, execution excellence through a commitment to quality, and collaboration through a partnership-mindset

Qualifications

• 8+ years of progressive experience in a role involving financial and investment analysis and reporting, senior communication, team leadership and project management
• A professional designation from a globally reputed professional body (e.g. CFA, CPA, MBA)
• Exemplary critical thinking and problem-solving skills, and ability to leverage an extensive data and knowledge environment to determine solutions and derive actionable insights from analysis
• Exceptional relationship management skills to support effective cross-department partnerships
• Superior communication skills with an ability to articulate complex concepts and new ideas to senior executives through plain language and powerful visualizations
• Demonstrated cross-functional execution leadership and project management capabilities to lead the development and implementation of multiple business solutions and reporting deliverables simultaneously
• Strategic mindset that combines a commercial approach to decision-making with an interest in understanding the details, to provide situation-tailored solutions and recommendations
• Proven ability in managing a team to deliver successful outcomes under a high-paced environment
• Knowledge of business intelligence tools or database programming languages (Python, SQL) is an asset

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.