Senior Analyst, Plan Policy and Onboarding

University Pension Plan Ontario; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading pension plan organization in Ontario seeks a Senior Analyst to facilitate the successful onboarding of new employers. The role requires a deep understanding of defined benefit pension plans and involves significant collaboration with various teams to streamline integration processes. Ideal candidates will have a strong analytical mindset, excellent communication skills, and relevant experience in pension policy.

Benefits

Work from abroad up to eight weeks/year

Extended paramedical and mental health service coverage

Health care and lifestyle spending accounts

Education Assistance program

Qualifications

• Minimum of 7 years of experience in pension policy or plan administration.
• Strong understanding of defined benefit pension plans.
• Working knowledge of the Ontario Pension Benefits Act.

Responsibilities

• Lead the review of pension plan documentation.
• Develop comparative analyses of pension plans.
• Collaborate with cross-functional teams for onboarding activities.

Skills

Analytical skills

Communication skills

Education

University degree

Tools

MS Office

Job description

Senior Analyst, Plan Policy and Onboarding

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Senior Analyst, Plan Policy and Onboarding

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Our Company Background & Culture

UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 41,000 members across five universities and fourteen sector organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for growth, our doors are open to all Ontario universities.

Our Company Background & Culture

UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 41,000 members across five universities and fourteen sector organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for growth, our doors are open to all Ontario universities.

Together, we’re a team of progressive thinkers and agile doers operating within a fast-paced culture of collaboration and respect. We believe in bringing smart and capable people together to create, solve, and grow with a clear shared vision and values of integrity, inclusivity, ingenuity, and impact. Our culture is intentionally welcoming and purposefully rooted in equity, diversity, inclusion, and reconciliation (EDI&R). We believe diverse teams, perspectives, and lived experiences contribute to better decisions and a better workplace.

As a pension plan, UPP approaches investing through a long-term lens to generate and safeguard value. Our commitment to investing responsibly accounts for material risks that impact our investment portfolio to generate sufficient risk-adjusted returns to meet the pension needs of our members.

Join us in building a bright future for our members, our organization, and each other.

THE ROLE

UPP is seeking a strategic and detail-oriented Senior Analyst, Plan Policy and Onboarding to support the smooth integration of new employers and pension plans into UPP. This role is ideal for a seasoned pension professional who excels at interpreting plan provisions, identifying administrative and legislative impacts, and drafting business requirements that drive successful implementation.

This role is based in downtown Toronto in a hybrid work environment, allowing employees the flexibility to work remotely and in-office (minimum two days per week in-office).

Key Accountabilities

• Lead the review and analysis of incoming pension plan documentation to understand and interpret plan provisions.
• Develop clear, comparative analyses that identify key differences between incoming plans and UPP’s design.
• Draft detailed business requirements to support the implementation of prior plan provisions into UPP’s systems.
• Collaborate with cross-functional teams (Legal, Pension Services, Employer Onboarding) to support onboarding activities.
• Participate in discussions with incoming employers to explain findings and support decision-making.
• Review system testing and validate that changes reflect agreed provisions and requirements.
• Contribute to plan amendments and related regulatory filings.
• Provide insights to improve processes, documentation, and operational efficiency.

Qualifications & Experience

• University degree and a minimum of 7 years of experience in pension policy, plan administration, or a related field.
• Strong understanding of defined benefit pension plans, including plan design, administration, and industry practices.
• Working knowledge of the Ontario Pension Benefits Act, Income Tax Act, and ability to apply legislation and legal agreements.
• Proficiency in MS Office (Word, Excel, PowerPoint).
• Project management experience is a strong asset.
• Actuarial background or defined benefit system implementation experience is an asset.

ATTRIBUTES

• Excellent communication skills, both written and verbal, with the ability to convey complex ideas clearly.
• Exceptional analytical skills and experience developing business requirements or implementing system changes.
• High level of integrity and discretion with confidential information.
• Strong organizational skills, with the ability to manage multiple priorities in a fast-paced environment.

LIFE AT UPP

Do work that matters . We are duty-bound to serve our members’ interests, and it’s a responsibility we don’t take lightly. That’s why we’ve ingrained sustainability in our work from day one—to ensure our members have a resilient future to retire into, both today and for generations to come.

Stronger together . Collaboration is how UPP was born, and it’s how we work with each other and our partners day in, day out. No one at UPP is just a number (even if they are excellent at math) and every win is a shared win.

Grow every day . You’ll have the opportunity to work on unique, once-in-a-career projects that maximize your skill set and probably teach you some new ones—at any stage in your career.

Prioritize wellness . At UPP, wellness takes many forms. Ultimately, it’s about ensuring our people are cared for in the ways that matter to them. Check out some highlights of our inclusive employee-focused benefits program including :

• Work from abroad up to eight weeks / year
• Extended paramedical and mental health service coverage
• Health care and lifestyle spending accounts
• Fertility treatments, paid parental leave, and gender affirmation coverage
• Education Assistance program

UPP enthusiastically welcomes applications from all qualified applicants and especially invites people with lived experience as an Indigenous person, a person with a disability or as a member of another Human Rights Code protected group that faces barriers to employment to apply. Our goal is to create a barrier-free experience for every candidate throughout the recruitment process, so if you require accommodation at any point during the process, please let us know so that we can make the appropriate arrangements. It would be our honor to work with you to adapt our processes to ensure that you can meaningfully participate.

UPP respects your privacy. For information on how UPP handles the personal information you provide during the application process, please see our Job Applicant Privacy Statement.

Seniority level

Seniority level

Mid-Senior level

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