Senior Investment Coordinator

OPTrust; Toronto; Hybrid; CAD 87,000 - 104,000; Part time

Benefits offered by this job

Hybrid work model

Benefits after six months of service

Defined benefit pension plan

Job summary

OPTrust is seeking a Senior Investment Coordinator to support Total Portfolio Management in Toronto. You will manage calendars, coordinate committee meetings, and lead procurement to enable TPM priorities. The role requires extensive experience with investment professionals and procurement processes.

The position offers a hybrid work model and opportunities to influence governance, budgeting and vendor management within a pension-focused organization.

Qualifications

• A minimum of 10 years’ experience working directly with investment professionals, preferably with exposure to knowledge management processes.
• University education related to business, finance, or other relevant disciplines; knowledge of the investment or pension industry is preferred.
• Demonstrated experience and knowledge in the investment-related procurement process, with negotiation experience.

Responsibilities

• Serve as the primary point of contact for internal and external stakeholders and support a broad range of business activities.
• Manage the calendar and inquiries for senior leadership, coordinating schedules and meeting logistics.
• Oversee vendor relationships, contracts, budgets, and procurement activities in line with policies.

Skills

Knowledge management processes

Stakeholder management

Negotiation

Analytical thinking

Education

Bachelor's degree in business/finance

Canadian Securities Course (CSC)

Tools

Microsoft Office

Adobe Acrobat Pro

PowerPoint

Excel

Job description

Senior Investment CoordinatorDepartment: Total Portfolio Management - Investment DivisionType: Contract - 12 MonthLocation: Toronto (Hybrid)Posting Date: September 25, 2026At OPTrust, paying pensions today, preserving pensions for tomorrow is our mission and business.When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a passion for pensions. Everyone at OPTrust – in Toronto, London and Sydney – makes a meaningful impact. Our culture is driven by team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone. We work in a fast-paced environment, but we find time to have fun and give back to the community.What OPTrust offers youUnique culture rooted in our core values – collaboration and teamwork, integrity, respect, flexibility, excellence and continuous improvement.A purpose-driven environment where we all work towards the common goal of paying pensions today and preserving pensions for tomorrow.A flexible, hybrid work model.Benefits package after six months of consecutive employment.Optional membership in our world-class defined benefit pension plan.A dedicated inclusion, diversity and equity strategy with meaningful opportunities to participate, including our employee-led resource groups.About the roleReporting to the Senior Executive Managing Director and Global Head of Liquid Assets, Total Portfolio Management (TPM), this role will oversee various operational and business administration aspects for TPM. The Senior Investment Coordinator, TPM will perform diverse functions to support the advancement of TPM's priorities across OPTrust. Their actions will also contribute to the ongoing strengthening of the team’s culture.This role is well-suited for a highly organized individual who can handle a large volume of requests and possesses and brings perceptive and an understanding of how to support a large Investment team with multiple leaders. Additionally, this role requires someone who understands the confidentiality and urgency required to undertake operational issues and ensure internal controls are met.What you’ll doServe as the primary point of contact for internal and external stakeholders, providing responsive and professional support across a broad range of business activities.Manage the calendar and incoming inquiries of the Senior Executive Managing Director and Global Head of Liquid Assets, Total Portfolio Management.Manage complex calendars and administrative priorities for senior leadership, proactively coordinating schedules, meeting logistics, and competing business demands.Build and maintain effective relationships with key stakeholders, service providers, and business partners to support team objectives and strategic initiatives.Manage vendor relationships, including account administration, contract negotiations, service agreements, and ongoing performance monitoring.Lead procurement activities for research, services, and operational requirements, ensuring compliance with organizational policies and budget parameters.Prepare business cases, conduct vendor due diligence, and support data gathering and market research to inform procurement decisions.Oversee multiple cost centres and departmental budgets, including forecasting, invoice processing, expense tracking, variance analysis, and financial reporting.Administer centralized research budgets and external manager fee expenditures, ensuring accurate allocation and adherence to established financial controls.Perform account reconciliations and prepare periodic financial reports to support governance, transparency, and budget management.Coordinate investment committee, leadership, and team meetings, including scheduling, agenda preparation, material development, minute-taking, and follow-up activities.Conduct ad hoc analysis, research, and special projects to support business priorities and decision-making.Ensure all activities are executed in accordance with procurement, governance, financial, and organizational policies.Provide broader administrative and operational support to the team and undertake additional responsibilities as required.Performs other duties as assigned.Ensure clear understanding and adherence of all OPTrust’s policies, procedures, guidelines as well as living our values and fostering an inclusive culture.What you bringA minimum of 10 years’ experience working directly with investment professionals, preferably with exposure to knowledge management processes.A university education related to business, finance, or other relevant disciplines with knowledge of the investment or pension industry is preferred.Demonstrated experience and knowledge in the investment related procurement process.Proven track record in negotiation of contract terms and pricing.Proficient with Microsoft Office and Adobe Acrobat Pro, with strong PowerPoint and Excel experience preferred.Detail-oriented, with experience supporting teams and balancing multiple tasks and priorities.Effective listening, written and verbal communication skills.Ability to multitask and prioritize and deliver high-quality, professional work products.Self-motivated and able to work with minimum supervision, as well as a team player.Analytical/Problem solving skills to learn quickly and to identify and resolve problems.Demonstrated service orientation and relationship management skills with a demonstrated ability to forge strong relationships with internal stakeholders and a variety of external partners at all levels.Demonstrated project management, planning, organization and time management skills.Canadian Securities Course (CSC) preferred.Exemplify OPTrust’s values: collaboration and teamwork, integrity, respect, flexibility, excellence, and continuous improvement.This posting is for an existing vacancy.The range of expected compensation for this position is $87,018 to $104,116 per year.Please submit your application via Workday by October 9, 2026.Serving a membership as diverse as ours and investing in a global market means cultivating an environment that embraces inclusion, diversity, and equity in everything we do. OPTrust is an organization engaged in building on our unique and diverse strengths. We know a diversity of backgrounds, cultures, gender identities and perspectives are critical to achieving our shared goals.If you require accommodation at any time during the recruitment process, please send a message to [e-mail], or discuss your needs with the Talent Acquisition Consultant during the telephone screening. We will do our best to work with you and provide appropriate accommodation.As an organization we’re seeking ways to respond to the Truth and Reconciliation Commission of Canada’s Call to Action 92. We are working with the Canadian Council for Indigenous Business to build bridges with Indigenous communities and partners, and we have created an employee-led Reconciliation Working Group that will work with Indigenous experts to identify a path to reconciliation for our organization.We thank all interested applicants, however only those under consideration will be contacted.